Leaderboard
Rank clients by revenue, payment reliability, and project count. Identify top performers with the Leaderboard dashboard tab.
The Leaderboard tab ranks your clients by contribution. See who generates the most revenue, who pays reliably, and who has the most projects.
Champion Client
Highlights your top-performing client:
- Client name and key metrics
- Revenue contribution
- Visual prominence
Revenue Treemap
Visualization showing revenue distribution across clients. Larger blocks = more revenue. Quickly see:
- Revenue concentration
- Relative client contributions
- Portfolio balance
Client Rankings Table
| Column | Description |
|---|---|
| Rank | Position in leaderboard |
| Client | Client name |
| Total Revenue | Sum of paid invoices in selected period |
| Pending Revenue | Outstanding invoice amounts |
| Paid Invoices | Count of paid invoices |
| Active Projects | Current project count |
| Reliability Score | Percentage of invoices paid on time |
| Avg Payment Days | Average days from invoice issue to payment |
Sort Options
Sort the rankings by:
| Sort By | Shows |
|---|---|
| Revenue | Highest total revenue first |
| Projects | Most active projects first |
| Reliability | Best payment reliability first |
Default sort is by revenue.
Understanding the Metrics
Total Revenue
Sum of all paid invoices for the selected date range. Higher = more valuable client financially.
Pending Revenue
Unpaid invoice amounts. High pending + low paid = collection issue.
Reliability Score
Percentage of invoices paid on or before the due date.
- 100% = Always pays on time
- 80% = Usually pays on time
- < 60% = Frequently late
Avg Payment Days
Average time from invoice issue to payment.
- < 15 days = Fast payer
- 15-30 days = Normal
- > 30 days = Slow payer
Using the Leaderboard
Monthly review
- Check top 5 clients — maintain these relationships
- Check bottom 5 — identify issues or opportunities
- Review reliability scores — address chronic late payers
Strategic questions
Who are your best clients? Sort by revenue. Top 5 drive most of your business.
Who pays fastest? Sort by reliability or check Avg Payment Days column.
Where's revenue concentrated? Look at the treemap. If 2-3 clients dominate, you have concentration risk.
Revenue Concentration
Check your portfolio balance:
| Pattern | Risk Level |
|---|---|
| Top client < 15% of revenue | Diversified |
| Top client 15-25% of revenue | Moderate concentration |
| Top client > 25% of revenue | High concentration |
| Top 3 clients > 50% of revenue | Very high risk |
High concentration = vulnerability if a top client leaves.
Practical Applications
Prioritize relationship investment
Top clients by revenue and reliability deserve more attention.
Address payment issues
Clients with low reliability scores or high avg payment days may need:
- Stricter payment terms
- Earlier reminders
- Direct conversation about payment schedule
Identify growth opportunities
Clients with high revenue but few projects may have room for expansion.
Related Tabs
- Clients — Drill into individual client details
- Revenue — See invoice status and pending amounts
- At Risk — Check if top clients have risk factors
Review the Leaderboard monthly to understand your client portfolio and focus relationship efforts where they matter most.