The Clients Panel provides instant visibility over your active client count over the last 12 months.

Let's take a closer look at what the Clients Panel offers:

The client's graph plots the number of active client for any given month over the last 12 months.

Hovering over a month will display a more detailed tooltip with totals.

Current Clients - The maximum number of clients for that month with active proposals that have commencement dates and/or end dates within the current financial year

New Clients - The number of clients that did not have an active engagement before this financial year.