Understanding the dashboard
The Client Group Analysis Dashboard categorises clients based on billing amounts, ranging from under $500 to over $10,000. It provides insights into high-value vs. low-billing clients, helping firms identify which categories contribute the most to total invoice billing. This allows firms to focus on key revenue drivers, optimise financial strategies, and improve client management.
Why is it important?
The Client Group Analysis Dashboard allows you to:
Highlight which client categories contribute the most to total invoice billing, enabling firms to prioritize and maintain relationships with high-revenue clients that drive long-term profitability.
Help firms evaluate low-billing clients, guiding decisions on whether to pursue upselling strategies or consider offboarding, ultimately supporting a more focused and profitable client base.
Uncover chances to reintroduce previously used services or offer new, relevant solutions to increase overall billing and client value.
Explore the Client Group Analysis Dashboard by clicking through the interactive demo below!
Interactive demo
(Click the top-right play button to start the voiceover)