Purpose
To measure the average revenue generated per billed client. This helps firms understand the value of each client relationship and track revenue performance efficiency.
Visualization Type | KPI |
Liveboard | Billing Dashboard |
Tab | By Client |
Function | Billing |
Filters | Excludes Archived invoices |
Need-to-Know Glossary of Terms
Client Count Formula - Total count of clients that have been billed.
count(Client Name)
Revenue Formula - The sum of all line item billed amount (excludes taxes).
Average Customer Lifetime Value Formula - Calculates the Revenue (sum of line item billed amount) and divides it by the Client Count (total count of clients that have been billed).
Revenue/Client Count
Invoice is Archived - True if invoice is archived, false if it is not.
Report Structure Overview
Invoice is Archived Filter - Filter showing that archived invoices are not included in the revenue totals.
KPI Value - Average Customer Lifetime Value formula
Suggested Modifications: Want to see the number as a currency?
Navigate to the Configure panel on the right hand side.
Click on the data point Average Customer Lifetime Value.
Scroll down to Category and select Currency.
Primary Use Case Scenario
Used by Partners to evaluate client profitability and compare against firms benchmarks.
Actionable Insights
Helps pinpoint whether revenue growth is due to increased client volume or higher per-client billing.