Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, business development team
Dashboard Explained
Client revenue, project count and relationship summary across the firm's client base. Clients Overview supports client relationship management and strategic account planning — it identifies the firm's most valuable clients, repeat clients, and those who haven't engaged recently.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Clients Overview in account planning sessions to prioritise client relationship investment. Identify your top 10 clients by revenue and confirm each has an active relationship owner. Flag clients where Last Invoice Date is more than 12 months ago but who have historically been high-value — these are lapsed clients worth a re-engagement conversation. If revenue concentration in the top 3 clients exceeds 40%, that's a concentration risk worth addressing in the business development strategy.
Understanding your data
Key Fields | How it's Calculated |
Total Revenue by Client | Cumulative invoiced revenue across all projects attributed to each client in Total Synergy, for the selected period |
Active Projects (Client) | Count of project stages with an Active status attributed to the client |
Last Invoice Date | Date of the most recent finalised invoice for the client. Used to identify clients who have not been billed recently |
Repeat Client Flag | Identifies clients with more than one project (across all time), indicating a repeat engagement relationship |
Client Revenue Rank | Clients ranked by total invoiced revenue in the selected period — the top 10 or top 20 by fee value |
Revenue Concentration % | Top client's revenue as a percentage of total firm revenue. High concentration in a single client represents a business risk |
Filters
Period: Date range selector
Office: Filter to one or more offices