Purpose
To analyze the firm's client base by birth month, showing how many clients were born in each month of the year. This report can be used for relationship-building, client engagement initiatives, and personalized marketing.
Visualization Type | Column Chart |
Liveboard | Client Dashboard |
Function | Clients |
Filters | Inclues Clients that have birthdate in their client record
Excludes Archived Clients |
Need-to-Know Glossary of Terms
Client Count - The total number of unique individuals and businesses.
Birthdate - Client Birthdate.
Client is Archived - True if client is archived, false if it is not.
Report Structure Overview
Birthdate Filter - Filtering out clients with not birthdate.
Client is Active Filter - Filtering for active clients.
Y-Axis - Client Count.
X-Axis - Birthdate monthly.
Tips & Tricks: Want to download this report?
Select the ellipses icon near the top next to the Pin button.
Select Download.
The download options include PNG, XLSX, and CSV.
Primary Use Case Scenario
The Client Success team uses this report during annual planning sessions to plan monthly client engagement campaigns (birthday cards, small gifts, or emails).
Actionable Insights
Personalized engagement through birthdays can strengthen client relationships and retention.