Purpose
To track the number of active clients the firm is currently serving within a given period.
Visualization Type | KPI |
Liveboard | Billing Dashboard |
Function | Clients |
Filters | Inclues Active Client Only Client Type = Client
Excludes Inactive Client |
Need-to-Know Glossary of Terms
Client Count - The total number of unique individuals and buisnesses.
Client Type - Customer ; options include client, prospect, and other.
Client is Archived - True if client is archived, false if it is not.
Client is Active - True if client is active, false if it is not.
Report Structure Overview
Client is Active Filter - Filtering for active clients.
Client Type Filter - Filtering in client types that are designed as clients.
Client is Archived Filter - Filtering out archived clients.
Suggested Modifications: Want to download the report as a CSV with the client names?
Select ellipses icon near the top next to the Pin button.
Select Show underlying data.
Select Download CSV on the bottom left hand side.
Primary Use Case Scenario
Firm Leadership reviews this KPI during monthly management meetings to confirm how many clients are actively engaged with open tasks, active projects, or billed services.
Actionable Insights
Better resource planning by being able to quickly see if active clients are rising or dropping significantly allowing firm to adjust staffing requirements.