topic Top 10 customers for each month in Dashboards & Analytics Discussions

Top 10 customers for each month

KKR — Thu, 07 Mar 2024 11:10:13 GMT

I want show top 10 customers by revenue for each month on graph, for Jan top 10 customers, for Feb top 10 customers.. Please let me know how to achieve this.

Re: Top 10 customers for each month

RADSr — Thu, 07 Mar 2024 15:06:16 GMT

It's not clear what you want here - the customer names for each month? A dollar value contributed by the top 10 customers for the month?

"Top 10" is easy enough and I believe there's a video on the Incorta YouTube channel on the topic - but basically order by how you define "top" and then in the insight properties limit the number of rows returned.

For questions like this the more detail the better -- even a mockup done in Excel or another program ( or a pic from MS Paint ! ) is helpful to envision the end goal.

Re: Top 10 customers for each month

KKR — Thu, 07 Mar 2024 16:53:11 GMT

Hi @RADSr ,

I want Top 10 Dollor contributed customers for each month. I want show top 10 customers for each month from Jan 23 to Dec 23 on the graph.

The graph have to show For Jan 23, top 10 Doller contributed Customers, Feb 23, top 10 Doller contributed Customers , like i want to show at a time 12 months top 10 customers on the graph.

Re: Top 10 customers for each month

RADSr — Thu, 07 Mar 2024 18:38:48 GMT

Take a look at this -- it's a really quick setup using Online Store so you need to be careful which dates to pick ( the bookmark should come through for the defaults ) and I won't claim it's pretty -- for one thing I didn't see the customer's name so I just went with customer number -- nor will I claim it is the only or most efficient way to get there, but I think it delivers your requirements.

But it should get you in the right direction. Note when looking at the insight logic that the data source is an insight ( Incorta over Incorta ) so to see the period filter you'll need to open that.

Screen cap and dashboard export:

Re: Top 10 customers for each month

KKR — Fri, 08 Mar 2024 14:55:26 GMT

@RADSr Thank you for the information.