Table 1 is a query table based on Zoho CRM sync that joins Accounts with Potentials to show total sales by client. Each Account has a unique Client ID that we assign it. 

Table 2 is an uploaded table of Invoices from our accounting system.  Unique Client IDs are attached.

Table 3 is an uploaded table of receipts from our accounting system. Unique Client IDs are also attached here. 

I want to be able to create reports that compare Sales, Invoices and Receipts for the same client on monthly, quarterly and annual intervals.  

Any advice on how to assemble the right table for building this kind of report?  

Thanks!