How do I find my top customers with iDBQuery?
Ask iDBQuery who your top customers are and it ranks accounts by revenue, orders, margin or lifetime value, however you define top, and returns a cited list in seconds. You can re-rank and segment on the fly without touching SQL or exporting from your CRM.
Top customers means different things (most revenue, most orders, highest margin, biggest lifetime value) and the right answer depends on the decision. iDBQuery lets you ask each way in plain language and get a defensible ranking.
- It ranks customers by whatever measure you name and returns the list instantly
- It joins CRM, billing and order data into one live model so the ranking is complete
- It lets you re-slice on the spot: by region, product, time window or segment
- Every figure is a cited answer traceable to the exact orders behind it
Ask *who are my top 20 customers by revenue this year?* then follow up with *now rank them by margin instead* to see how the list changes. Often the revenue leaders and the margin leaders are not the same accounts, which changes who deserves the most attention.
Because iDBQuery queries your systems in place with no export or pipeline, the list is always current, and because it cites its sources, account teams and finance work from the same trusted numbers. Sales leaders use this to prioritise coverage, plan QBRs and make sure the accounts that matter most are never neglected.
Updated 2026-06-22