Revenue by customer
See which customers your revenue came from in a period, ranked, with the part you could not place named.
npx skills add wellapp-ai/skills --skill revenue-by-customer
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Which customers did our revenue come from?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Verify rows landed
- Resolve your own companySkill usedconfirm-my-company
- Settle the period
- Read the invoices the workspace issued
- Group by customer, and keep what you could not place apart
- Read the workspace-level measure beside it
- Normalize currencySkill usednormalize-currency
- Rank and cut
- If any required step errors or returns unusable data
- You get
Companies
4 resultsRevenue for the period ranked by customer, with the part that could not be placed on a customer named rather than spread across the others.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money: the unpaid and overdue customer invoices, how late each is, and the total.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
CRM task reminder
Get one morning message with the Attio tasks that are due today or overdue.
Frequently asked questions
Does it net credit notes against the invoices they cancel?
No. A synced invoice can carry no document type at all, so a credit note whose type was never extracted reads as an invoice. The ranking counts what was billed, names the rows it can identify as credit notes separately, and does not subtract them from a customer's figure.
Why does this figure differ from Well's own revenue total?
They measure different things. The per-customer figure is the invoice total as issued, gross of tax. Well's invoice arithmetic sums the line items net of tax and already net of credit notes. Both are reported, stated apart, and never added to each other.
Can it rank suppliers or spend?
No. This reads the invoices your workspace issued. For money going out, ask for your cost structure instead.
What happens if my own company is not confirmed?
The skill stops and asks. Ranking without it would mix the bills you received into the invoices you issued, and the result would read as a clean answer.
Is the ranking always complete?
One read returns at most 500 invoices. When the period holds more, the skill says so, reports the share it covered as a floor rather than a total, and offers a shorter period.
Ask your first question today
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