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      Client Management Drilldown
      • 26 May 2023
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      Contenido

      Client Management Drilldown

      • Actualizado en 26 May 2023
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      • PDF
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      Resumen del artículo

      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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