Top & Bottom Performer Reports
The Top and Bottom Performer Report helps you quickly identify your strongest and weakest products by revenue or quantity, as well as your most valuable customers. Instead of scrolling through hundreds of items, this report ranks them and shows only the top or bottom N entries you care about.
How to Access
Open the report from the main menu:
- Reports > Receivables > Sales > Top Items — opens with the TopItemsByRevenue preset selected
- Reports > Receivables > Sales > Slow Items — opens with the BottomItemsByRevenue preset selected
- Reports > Customers > Top Customers — opens with the TopCustomers preset selected
All three menu entries open the same report form with a different default preset. You can switch between any preset at any time using the Preset dropdown.
Required Permissions
- RPT_VIEW_SALES — Required to access the item-based presets (TopItemsByRevenue, TopItemsByQty, BottomItemsByRevenue, BottomItemsByQty)
- RPT_VIEW_CUSTOMERS — Required to access the TopCustomers preset
Super Admins and Location Admins have both permissions by default.
Filters
The report provides the following filter controls along the top of the window:
| Filter | Description |
|---|---|
| Location | Select a specific location or All Locations |
| Date From | The start date for the reporting period |
| Date To | The end date for the reporting period |
| Preset | Choose the ranking type: TopItemsByRevenue, TopItemsByQty, BottomItemsByRevenue, BottomItemsByQty, TopCustomers |
| Top N | A numeric spinner that controls how many entries are shown. Range: 5 to 500. Default: 25 |
After changing any filter, click Refresh or press F5 to reload the data.
Report Columns
The data grid displays the following columns:
| Column | Description |
|---|---|
| Rank (#) | The position in the ranking, starting at 1 |
| Name | The item name (for item presets) or customer name (for TopCustomers) |
| Qty | The total quantity sold |
| Revenue | The total revenue generated (after discounts and before tax) |
| COGS | Cost of Goods Sold — the total cost of the items |
| Profit | Revenue minus COGS |
| Margin % | Profit divided by Revenue, expressed as a percentage |
For the TopCustomers preset, the Qty column represents the total number of items purchased by that customer, and Revenue represents their total spend.
Understanding the Five Presets
TopItemsByRevenue
Ranks items from highest to lowest by total revenue. This preset answers the question: Which products generate the most money for the business? The top items by revenue are your core revenue drivers and deserve the most attention for stock availability, display placement, and promotion.
TopItemsByQty
Ranks items from highest to lowest by total quantity sold. High-quantity items may not always be your highest-revenue items — a low-cost item that sells in large volumes will appear high here but may rank lower by revenue. This preset helps identify your most popular products by sheer volume.
BottomItemsByRevenue
Ranks items from lowest to highest by total revenue, showing the bottom of the list first. Items that appear here generated the least revenue during the period. Use this to identify underperforming products that may need promotion, price adjustment, clearance, or removal from inventory.
BottomItemsByQty
Ranks items from lowest to highest by total quantity sold. Items with very low quantities may be slow movers that tie up shelf space and capital. Compare the Margin % column to decide whether a slow seller is still worth keeping because of its profitability per unit.
TopCustomers
Ranks customers from highest to lowest by total revenue. This preset helps you identify your VIP customers — the people who contribute the most to your bottom line. Use this data to inform loyalty programs, personalized outreach, and customer retention strategies.
How Top N Works
The Top N spinner controls the maximum number of rows displayed. For example:
- Setting Top N to 10 shows only the top 10 (or bottom 10) entries
- Setting Top N to 50 expands the view to the top 50
- Setting Top N to 500 shows a much larger set for comprehensive analysis
The default value is 25, which works well for most quick reviews. Increase it when you need a broader view or are exporting for further analysis. Decrease it when you want a focused list of just the very top or very bottom performers.
Note that if fewer items or customers exist than the Top N value, all available entries are shown.
Common Use Cases
- Weekly top sellers — Run TopItemsByRevenue with a one-week date range and Top N = 10 to see what sold best this week
- Clearance candidates — Run BottomItemsByQty for the past 90 days to identify items that barely moved and may need to be marked down or discontinued
- VIP customer identification — Run TopCustomers for the past year to identify your best customers for a loyalty or rewards outreach
- Volume vs revenue analysis — Compare TopItemsByQty against TopItemsByRevenue for the same period. Items that rank high by quantity but low by revenue may be underpriced. Items that rank high by revenue but low by quantity are high-value specialty products.
- Margin investigation — Sort your top items by Margin % to find which bestsellers actually contribute the most profit per dollar sold
- Seasonal product review — Run BottomItemsByRevenue at the end of each season to identify seasonal products that should be discounted before the next season begins
Tips
- Compare revenue and quantity rankings — An item that sells the most units is not always your most profitable. Cross-reference both presets to get the full picture.
- Use the Margin % column — High revenue does not always mean high profit. Look at Margin % to identify products where your markup is strong versus those where cost is eating into your profit.
- Adjust Top N for your catalog size — If you carry 50 products, Top N = 25 shows half your catalog. If you carry 5,000 products, Top N = 25 is a very focused list.
- Export for presentations — Export the Top 10 list to PDF for manager meetings and performance reviews.
- Track over time — Run the same preset each month and compare. If a product drops out of the top 10, investigate whether it is a seasonal change or a sign of declining demand.