Clients — your portfolio, rolled up from deals
Your deals tell you what’s happening one opportunity at a time. The Clients page turns that same data on its side and asks a different question: who are you working with, how much of their money has actually arrived, and which of them has gone quiet. It’s the page an account manager lives on.
It’s derived, not maintained
There’s no client record to create. Inkome builds this list from the client name typed on each deal, groups every deal under that name, and recomputes the totals each time you open the page. Add a deal for “Acme” and Acme appears here; you never maintain a second list that can drift from the first.
Matching folds case and Turkish letters together, so GARANTİ BANKASI, Garanti Bankası and garanti bankasi are one client rather than three. It does not yet fold punctuation or legal suffixes — “Acme Ltd” and “Acme Ltd.” still count as two clients, so it pays to be consistent when typing the name onto a deal.
The page’s name follows your business type. It reads Clients in a services space and Customers in e-commerce, digital and SaaS spaces, via dynamic terminology. In a product space connected to Stripe, the page shows your imported Stripe customers instead of deal-derived clients — a SaaS space with no Stripe data imported falls back to the derived list described here.
The summary cards
Four cards sit above the table, and every one of them is computed from the rows currently on screen — so the cards and the table can never describe two different sets of deals.
| Card | What it counts |
|---|---|
| Total Clients | How many client rows the current filters leave. |
| Active Clients | Those with at least one deal in an active stage. |
| Avg Deal Value | Total value across the listed clients, divided by the number of them. |
| Avg Collection Rate | Averaged only over clients that have a rate. If none of them do, it shows a dash rather than 0% — nothing was billable yet, which is not the same as nothing collected. |
The columns
| Column | What it tells you |
|---|---|
| Client | The name, with badges for open deals (n active) and won deals still being collected (n revenue active). The two never overlap. |
| Deals | How many deals sit under this client. |
| Total Value | Every deal the client has, whatever stage it’s in — including stages your settings keep out of the pipeline. When some of it is excluded, a second line gives the figure that does count toward pipeline, so a client riding high on written-off work says so. |
| Collected | Money actually received, across every deal. |
| Overdue | Won deals only: what should have been collected by today, minus what was. Instalments not yet due are not counted — this is deliberately not “Total Value minus Collected”. |
| Rate | Collected against what has fallen due on won deals. It can reach 100% while later instalments are still to come. |
| Last Activity | The most recent thing that actually happened — a payment, an edited instalment, a note, or a change to the deal — with its age underneath. |
Two columns can be genuinely empty rather than zero: Overdue and Rate show a dash for a client with nothing revenue-active. Nothing is owed yet, and a 0% would have claimed the opposite.
Last Activity never sits in the future
A deal’s close date is a plan, and a pending instalment dated next March is a plan too. Only things that have already happened count as activity, so this date can’t run ahead of today. Its age carries the risk signal — a client with a large collected total and nine months of silence reads as healthy until you work out how old the date is — so the age turns amber at 6 months and red at 12, the same thresholds the Activity filter offers.
Sorting, searching, filtering
Sort by clicking any column header; click again to flip the direction. Money columns sort on the converted figure, so a client billing in three currencies lands where it actually belongs. Clients with no rate and no overdue amount sink to the bottom in both directions instead of ranking as zero. Names sort under Turkish rules, so Şirket falls after Ulu, not after Zeta.
Search matches client names only — typing “active” won’t drag in every row wearing an active badge, and a digit won’t match every amount and date. It folds accents too, so “sirket” finds Şirket.
Filters come in two kinds, and the difference is the whole point of the page:
| Filter | Kind | What it does |
|---|---|---|
| Spaces (All Spaces only) | Deal-level | Narrows to specific spaces; the rows are re-aggregated over just those. |
| Year, Currency, Unit, Stage, Assigned To | Deal-level | Changes which deals each client is built from. |
| Rate band (below 50% / 50–80% / 80%+ / no rate yet) | Client-level | Filters the finished rows. |
| Activity (active in last 3 months / dormant 3+, 6+, 12+ months) | Client-level | Filters the finished rows. |
A deal-level filter doesn’t hide rows — it recomputes them. Choose Stage: Won and a client with two deals worth €2,120 becomes one deal worth €1,066, with its collection rate and currency buckets recalculated over just the won deal. Hiding rows instead would leave every money column describing deals you’d just excluded.
Filter options are built from your unfiltered deals, so picking a unit never leaves that unit as the only option in its own dropdown. A dimension with only one possible value is left out of the bar entirely.
Saving a view
Clients takes part in saved filter groups like the other list pages, with one addition: a saved set stores the sort as well as the filters. Restoring your filters but leaving the table sorted differently would only reproduce half of how you look at your clients.
Mark one as the default and it applies every time you open the page — including on the way back from a client’s detail view, which returns you to the list exactly as you left it rather than resetting it.
Display currency and export
A Display Currency selector (TRY / USD / EUR) converts every money column, and it’s the currency the totals and the sort agree on. Changing it no longer clears what you’d typed in the search box.
Export hands you what’s on screen — same filters, same search, same order, in the display currency. Overdue and Rate stay blank rather than zero for clients with nothing revenue-active, so an average over the column isn’t dragged down by clients who don’t owe anything yet. See Exporting data.
The client detail view
Click a row to open one client on its own page: total value, collected, collection rate and deal count across the top, then every deal, grouped by space when you’re in All Spaces, and the collections recorded against them. The detail view inherits the list’s filters, so it describes the same slice of the business you were just looking at. Back returns you to the list with your filters, sort and search intact.
What the assistant can do with this
The Accountant and Analyst agents read the same underlying data. “Which clients are overdue?” or “who haven’t we heard from in six months?” get answered from your deals and collections rather than from a separate list you’d have to keep current.
Prev: Notes & follow-ups Next: Collections overview Up: User guide index