Workflow · Customers · Opening soon

Customer concentration

Upload your QuickBooks Sales by Customer Detail export and see each customer’s share of revenue. Rows at 10 percent or less are marked Agrees, rows over 10 percent are marked Concentrated.

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Someone typed

“show every customer’s share of the quickbooks sales by customer detail, status Agrees when it’s 10% or less of total revenue, Concentrated when it’s over 10%, and show the revenue share”

The agent read it as

Show every customer’s share of the QuickBooks Sales by Customer Detail, status Agrees when it’s 10% or less of total revenue, Concentrated when it’s over 10%, and show the revenue share.

What the agent built

1 step, each one an ordinary Mammoth step you can open and change.

File

QuickBooks Sales by Customer Detail

CSV export · 24 rows

Step

Work out customer revenue shares

Step 1

Result

Customer Revenue Shares

11 rows · 4 flagged

Schedule

Runs when you say

Proposed

File
QuickBooks Sales by Customer Detail
CSV export · 24 rows
Step
Work out customer revenue shares
Step 1
Result
Customer Revenue Shares
11 rows · 4 flagged
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 11 rows came out.

Download QuickBooks Sales by Customer Detail sample (24 rows)QuickBooks Online: Reports > Sales by Customer Detail > Export to Excel

What you get back

The result of that run, the rows to look at first.

Customer Revenue SharesSample data11 rows

7 agrees4 concentrated

Customer	Revenue share (%)	Status	Revenue
Northstar Outfitters	18.4	Concentrated	37,350
Atlas Wellness	15.6	Concentrated	31,680
Blue Harbor Cafe Group	13.2	Concentrated	26,850
Juniper Motors	11.1	Concentrated	22,500
Silverpine Hotels	10	Agrees	20,240
Morrow Finance	7.6	Agrees	15,360
Luma Home Studio	6.6	Agrees	13,450
Cinder Health Clinic	5.3	Agrees	10,800
Greenline Builders	4.8	Agrees	9,720
Evervale School Network	4.3	Agrees	8,640
Pine & Quill Books	3.1	Agrees	6,300

11 rows in the result. Sample data: illustrative figures, not business results.

How do you check customer concentration?

Export QuickBooks Sales by Customer Detail, then upload the file. The workflow shows each customer’s revenue share and marks rows over 10 percent as Concentrated, with the rest as Agrees. It also makes it easy to see which customers make up your top share of revenue.

How it works

How to use the Customer Revenue Shares workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.