Purpose
To analyze the firm's client base by occupation, showing how many clients fall into different professional categories. This report gives leadership insight into client demographics, highlights concentrations in certain industries, and supports marketing, staffing, and service alignment decisions.
Visualization Type | Column Chart |
Liveboard | Client Dashboard |
Function | Clients |
Filters | Inclues Clients that have an occupation in their client record
Excludes Archived Clients |
Need-to-Know Glossary of Terms
Client Count - The total number of unique individuals and businesses.
Occupation - Client occupation.
Client is Archived - True if client is archived, false if it is not.
Report Structure Overview
Occupation Filter - Filtering out clients with no occupation.
Client is Active Filter - Filtering for active clients.
Y-Axis - Client Count.
X-Axis - Occupation.
Tips & Tricks: Want to update the filter on this report so that it includes or excludes certain occupations?
Select Occupation filter at the top of the report.
There are two tabs; Include and Exclude.
Make your selections then click Apply.
Primary Use Case Scenario
Partners use this report during strategic planning to identify niche client segments that may warrant specialized services.
Actionable Insights
Marketing teams can use this report to track whether marketing campaigns aimed at certain professional groups are driving new clients.