Purpose
To provide a geographic breakdown of the firm's client based by state, giving visibility into where the firm's clients are located. This helps leadership understand geographic concentration, identify growth opportunities in underserved regions, and align marketing, staffing, and compliance resources with client distribution.
Visualization Type | Geo Area |
Liveboard | Client Dashboard |
Function | Clients |
Filters | Inclues All states Active Clients Only
Excludes Archived Clients |
Need-to-Know Glossary of Terms
Client Count - The total number of unique individuals and businesses.
State - Client's state of residence.
Client is Active - True if client is active, false if it is not.
Client is Archived - True if client is archived, false if it is not.
Report Structure Overview
State Filter - Filtering for all U.S. states.
Client is Active Filter - Filtering for active clients.
Client is Archived Filter - Filtering out archived clients.
Suggested Modifications: Want to update the filter on this report so that it includes or excludes certain states?
Select the State filter at the top of the report.
There are two tabs; Include and Exclude.
Make your selections then click Apply.
Primary Use Case Scenario
Firm Leadership uses this report during strategic planning sessions to see which states/regions account for the largest share of active clients and be able to guide business development efforts, such as targeting new states for growth or reinforcing market share in strong states.
Actionable Insights
A Compliance Manager uses this report to track client counts in states with specific regulatory or tax considerations to avoid risk.