Revenue Concentration Report

Paste revenue by customer and month and see the share of your top 1, 5 and 10 customers over 12 months, an HHI score with its band and the customers over your line. Sample rows included. After you copy the kit, put the link of your copy in the App link row of Settings.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. Its AI agents include Risk Analyst. Its automations include Monday concentration digest and Receive monthly revenue from your accounting tool.

Team Taskade published this finance app in the Taskade App Factory.