Purpose
To track the number of prospective clients that the firm is currently engaging with. This KPI helps leadership and business development teams measure the health of the sales funnel, forecast new client growth, and evaluate the effectiveness of marketing and outreach activities.
Visualization Type | KPI |
Liveboard | Client Dashboard |
Function | Clients |
Filters | Inclues Client Type = Client
Excludes Archived Clients |
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.
Report Structure Overview
Client is Active Filter - Filtering for active clients.
Client is Archived Filter - Filtering out archived clients.
Suggested Modifications: Want to see a list of names instead of a KPI number?
Select the table chart icon at the top of the report next to the share button.
This will produce a table report with a hyperlink that takes you directly to the prospect profile.
Primary Use Case Scenario
A Managing Partner reviews this KPI monthly to monitor the volume of new prospects entering the pipeline over time and assess whether there are enough prospects to meet future revenue goals.
Actionable Insights
A Marketing Director reviews this KPI after running a new marketing campaign and sees an uptick in prospects, indicating the effectiveness of the new initiative.