Purpose
To compare monthly client acquisition trends across multiple years. By plotting each year as a separate line, this report highlights seasonality, growth patterns, and the effectiveness of business development efforts year over year.
Visualization Type | Line Graph |
Liveboard | Client Dashboard |
Function | Clients |
Filters | Inclues Client Creation Rolling Date Filter: Last 1600 days (Last 4 years)
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.
Report Structure Overview
Client Creation Date Filter - Rolling date filter for last 1600 days.
Client is Archived Filter - Filtering out archived clients.
Y-Axis - Client Count
X-Axis - Client Creation Date monthly.
Legend - Yearly Client Creation Date sliced by color.
Tips & Tricks: Want to see the exact number of clients created each month per year?
Navigate to the Configure panel on the right hand side.
Select the tab, Settings.
Under Display, choose All labels.
Primary Use Case Scenario
Firm leadership reviews this report during annual planning sessions to assess whether client acquisition is increasing or decreasing compared to prior years and identify seasonal peaks and how consistent they are over time.
Actionable Insights
Insight into whether the firm is consistently acquiring more clients year over year, or if growth is stagnating and better forecasting of workload and staffing for peak acquisition months.