Understanding the dashboard
The Average Per Client Billing Dashboard measures the billing per client managed by a partner or manager. It helps identify if a manager is effectively leveraging services to maximise revenue by comparing the number of client groups managed and the billing per client, highlighting potential upselling or cross-selling opportunities if the billing is low despite a large client base.
Why is it important?
The Average Client Billing Dashboard allows you to:
Ensure managers are not under- or over-utilized, helping optimize team capacity and service delivery.
Encourage ongoing assessment and adjustment to consistently increase billing per client and maximize service value.
Track average billing per client, revealing how effectively managers convert client relationships into revenue.
Explore the Average Per Client Billing Dashboard by clicking through the interactive demo below!
Interactive demo
(Click the top-right play button to start the voiceover)