Client Revenue Map
Client Revenue Map
Purpose
The
purpose of
the Client Revenue Map
is to
show the
distribution and
concentration of
revenue sources.
Navigation
To
navigate to
the Client Revenue Map, select Clients (1) from the list of pages on the
left side of your screen. Once you are in the Clients page, you can use the buttons along the bottom
(2) to switch between client- focused reports. Client Revenue Map is the third of these buttons.
Cards
Please note that the cards you see may vary slightly
from what is on this demo report,
as the cards can differ between firms. In this demo there is one card (3) at the top of the report,
showing the number of clients currently displayed.
Filters
The filters can
always be
found on
the left side of
your screen (4). Filters will vary by firm, so yours may not match exactly what
is shown in this demo.
Visuals
Amount Invoiced by Location (5): shows
the invoiced amount
by location. Larger bubbles represent larger invoice amounts. Zoom in and out controls
(6) can be found in the bottom
left corner of the map. Additional
controls are available in the top left corner:
- The three bars (7)
will expand or collapse the list of controls.
- The pointer (8) allows you to
select a
specific area on the
map.
- The magnifying glass (9) allows
you to search for a specific address.
- The list (10) shows you the
dollar thresholds for the
different bubble sizes.
- The gear (11) displays
the map settings. This will not need to be used.
- The profile (12) displays profile settings. This will not need to be
used.
Drill Throughs
There are
no drill throughs to
or from this report.
Updated April 2022
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