Skip to main content
Card class: Card

At a glance

Top 10 Customers by 90-day revenue. Concentration check. The classic Pareto lens for Sales conversation.
What it countsSUM(Sales Invoice Header.Amount) grouped by Customer No. in 90D window, ranked descending, top 10.
Tax treatmentNet of VAT.
CurrencyReporting Currency.
Time window90D
Alert trigger-
Rolesowner, finance

Calculation

Calculated automatically from your Microsoft Dynamics 365 data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

Worked example

US distributor on BC, 90D window 14 Jan to 13 Apr 26.
RankCustomer90D Revenue (USD)% of total
1Acme Tech Distribution$4,820,00022%
2NorthEast Components Inc$2,140,00010%
3TechHub Wholesale$1,820,0008%
4-10(other top customers)$4,640,00021%
Top 10 total$13,420,00061%
Top 10 = 61% of revenue. Top 1 = 22%. Concentration risk: losing Acme would create a 22% revenue hole. Treasury should ensure adequate facilities; sales team should diversify.

Sibling cards merchants should reference together

CardWhy pair
Top B2B AccountsB2B-only ranked list.
Active CustomersTotal count denominator.
Customer Credit UtilisationCredit risk on top customers.
Customer Churn SignalsEarly warning if a top customer slows.

Reconciling against the vendor’s own dashboard

Where to look in Business Central:
Reports > Sales > Top 10 Customer List Power BI > Sales Insights > Top Customers tile
Why may differ:
ReasonDirectionWhy
OData freshnessCard 15 min behind
Multi-Company aggregationCard sums
Cross-connector reconciliation: For DTC, pair with shopify.top_customers. Shopify’s anonymous customers may not match BC.

Known limitations / merchant FAQs

Concentration threshold for risk? Top 1 > 20% = high single-customer risk. Top 10 > 70% = high concentration; diversify or hedge. Top 10 vs Top 25? Card defaults to 10. Configurable. Multi-Company: same customer in two Companies? Aggregated by Customer No. across Companies. If your tenant has duplicate Customer No. semantics, configure dedup in field map. Anonymous DTC customers? DTC customers without a BC Customer record (handled via “DTC Default” customer) bucketed together; can be excluded from concentration calc. Privacy Blocked customers? Shown as “[Privacy Blocked]” per BC’s privacy controls.

Tracked live in Vortex IQ Nerve Centre

Top Customers by Revenue is one of hundreds of KPI pulses Vortex IQ tracks across Microsoft Dynamics 365 and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. Start for free or book a demo to see this metric running on your own data.