Client Dashboard

The Clients intelligence dashboard (Tools > Intelligence) serves to provide a bird's eye view of the business you are doing and with whom.

To access the Clients intelligence dashboard, click the blue button labelled Clients on the intelligence dashboard page. 

The client's intelligence dashboard consists of 4 values discerning the Number of active clients, How many Clients were added this year, how many Inspection items comprise your business with your clients, and how many Total properties you are providing service to. 

A graph will represent the value of each client based on the services they order per year. Hover over the green dot, representing their value, to see the number of active properties they contribute and the exact value that is generated from it.

Below the graph, all client groups are represented.

 

 

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