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    Client Management Drilldown
    • 26 May 2023
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    Client Management Drilldown

    • Updated on 26 May 2023
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    Article summary

    Clicking on any of the bars in the Client Management KPI displays a Client Management screen providing additional detail as shown below.
    image.png

    The totals in the Lost, Gained and Upsell columns represent the values of their respective bars in the Client Management KPI chart. This screen provides additional insight into the values represented by the bars in the chart. The list can be exported to a spreadsheet for additional analysis or printed from Aspire.

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