Client Tracking

Manage clients and track income by customer for better business insights.

Overview

Tracking income by client helps you:

See which clients generate the most revenue
Identify your most valuable relationships
Track payment patterns
Make informed business decisions

Adding Clients to Income

When recording income, you can associate it with a client:

Add or edit an income entry

In the Client field, type the client name

Select an existing client or create new

Save the income entry

Client Information

For each client, you can track:

Viewing Income by Client

Client Summary

Go to Income > Analytics

View the Income by Client section

See totals for each client

Detailed Client Report

Filter income records by client

See all income from that client

Track payment history

Client Analytics

Revenue Concentration

See what percentage of income comes from each client:

Healthy distribution:

No single client > 30% of revenue
Top 5 clients = reasonable portion
Mix of large and small clients

Risky distribution:

One client > 50% of revenue
Heavy reliance on few clients
If they leave, significant impact

Client Growth

Track how client relationships evolve:

New clients this period
Growing clients (increasing revenue)
Declining clients (decreasing revenue)
Churned clients (no recent income)

Managing Client Relationships

Use ProcessX data to:

Identify Top Clients

Your top 20% of clients likely generate 80% of revenue. Give them extra attention.

Spot Declining Clients

If a regular client's income is decreasing:

Reach out proactively
Offer additional services
Address any concerns

Find Growth Opportunities

Clients with increasing spend may be ready for:

Expanded services
Upgraded packages
New offerings

Client Categories

Consider categorizing clients by:

Field	Purpose
Client Name	Company or individual name
Contact Person	Who you deal with
Email	Client email
Phone	Contact number
Notes	Any relevant information
Category	Description
Enterprise	Large companies, big contracts
SMB	Small/medium businesses
Individual	Sole proprietors, freelancers
Retainer	Regular monthly income
Project	Per-project billing

Best Practices

Be consistent with names: "ABC Pty Ltd" vs "ABC Company" causes duplicates

Update client info: Keep contact details current

Review quarterly: Identify trends and opportunities

Set client goals: Target revenue from key accounts

Balance your portfolio: Don't over-rely on few clients

Using Client Data for Tax

Client tracking helps with:

Invoicing records: Track what you've billed
Payment reconciliation: Match payments to clients
Debtors tracking: Who owes you money

Privacy and Compliance

When storing client data:

Keep information secure
Only store necessary data
Comply with POPIA requirements
Delete data when no longer needed

Last updated: March 2025