We’ve added contact metrics to help you instantly understand how each client interacts with your business — without opening multiple documents or generating reports.
What’s included
Each contact now has the following metrics:
Orders count — total number of all orders
Orders amount — total amount of all completed orders
Sales count — total number of all sales
Sales amount — total amount of all completed sales
Bookings count — total number of all bookings
Bookings amount — total amount of all completed bookings
These metrics give you a quick overview of both activity volume and revenue generated by each contact.
Where to find contact metrics
You can view these metrics in several places across the system:
in the client card within orders, sales, bookings, and other documents
in the contact profile on the Documents tab
in the Contacts table
This makes it easy to access key insights wherever you’re working.
Filter contacts by metrics
To help you work with your contact base more efficiently, you can now filter the Contacts table by each metric.
For example, you can quickly find:
your most active clients
contacts with the highest revenue
clients with no bookings or sales
Use these filters to segment your audience, prioritize communication, and focus on the most valuable clients.
If you have any questions, suggestions, or comments about this update, contact us via Support chat. Let us know which other metrics you’d like to see for each client — your feedback helps us make RO App even better.