Premium Template

Customer Income Summary Template for Google Sheets & Excel

Get a live QuickBooks Income by Customer Summary report using LiveFlow in Google Sheets and Excel, that updates while you sleep.

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QuickBooks Customer Income Summary

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Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

This template offers a summary of income generated from each customer, helping businesses identify their most valuable clients and tailor their customer relationship strategies accordingly. Compatible with Google Sheets and Excel, it aids in optimizing revenue generation. With LiveFlow integration, the template can automatically populate with the latest income data from QuickBooks Online, ensuring accurate and actionable customer income insights.

Key features

  • Summarizes income generated from each customer, supporting targeted relationship management.
  • Enhances revenue optimization strategies with insights into customer value and spending patterns.
  • Supports personalized marketing and sales initiatives with detailed income data.

Who can this template help?

Account managers and customer success teams in B2B companies

Use cases

Summarizes income generated from each customer, supporting account management strategies and identifying opportunities for upselling or improved service offerings.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

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Frequently Asked Questions
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