Purpose
To monitor new client acquisition trends on a monthly basis, broken down into business vs. individual clients. This helps leadership understanding growth patterns, track the balance of client types, and evaluate whether business development efforts are reaching the intended segments.
Visualization Type | Stacked Chart |
Liveboard | Client Dashboard |
Function | Clients |
Filters | Inclues Client Creation Rolling Date Filter: Last 365 days (1 year)
Excludes Archived Clients |
Need-to-Know Glossary of Terms
Client Count - The total number of unique individuals and businesses.
Client Creation Date - Date client profile was created.
Client is Archived - True if client is archived, false if it is not.
Client Link Formula - Calculated by counting clients that have been designated as business clients.
count_if(Client Is Business = true, Client Is Business)
Individual Clients Formula - Calculated by counting clients taht have not been designated as business clients.
count_if(Client Is Business = false, Client Is Business)
Report Structure Overview
Client Creation Date Filter - Rolling date filter for last 365 days.
Client is Archived Filter - Filtering out archived clients.
Y-Axis - Business Clients.
Y-Axis - Individual Clients.
X-Axis - Client Creation Date monthly.
Legend - Business and Individual Clients sliced by color.
Tips & Tricks: While the report will show the total number of clients created monthly, you can update the report to show the exact number of business and individual clients created.
Navigate to the Configure panel on the right hand side.
Select the tab, Settings.
Under Display, choose All labels.
Primary Use Case Scenario
Partners review this report during monthly business development meetings to track how many new clients are being added each month. This can help the firm evaluate whether growth is driven more by business clients or individual clients allowing for an adjustment in marketing and outreach strategies.
Actionable Insights
This report can help determine whether the firm is maintaining the right mix of business and individual clients for its long-term growth strategy.