Purpose
To show the number of unique clients billed year-to-date, broken down by service type (e.g. Tax, Audit, Bookkeeping, etc.). This provides a quick, visual understanding of which services are reaching the largest share of the firm’s client base.
Visualization Type | Donut |
Liveboard | Service Item Analysis |
Tab | This Year, Last Year |
Function | Billing |
Filters | Includes Excludes |
Need-to-know Glossary of Terms
Client Count - The total number of unique individuals and businesses
Service Item Name - Refers to the designation used to identify the specific service billed to the client.
Report Structure Overview
Service Item Name filter - Filters out any service items with {Null} as the name
Invoice Date filter - Filtered for invoices dated this year
Values - Segmented by Service Item Name
Did you know?
If you hover over each pie slice, you will see a pop-up showing the client count associated with each service item.
Primary Use Case Scenario
A Manager reviews this report during quarterly strategy meetings to identify which services have the widest client adoption and spot opportunities to cross-sell services to clients who currently only use one type of service.
Actionable Insights
Identification of services with high client counts but potentially low revenue per client, versus high-value, low-volume services.