Best used to: Understand which clients are contributing the most to the success of your billing service.
Designed for: Business Owners
Filters: Last 30 Days, Last 90 Days, Last 12 Months
Drill Down: N/A
Details: As a business owner, it is important to recognize and nurture clients that are contributing most to the growth and stability of your business. The Top Clients gadget provides a ranked overview of revenue received per customer account, allowing for a quick glance into where the majority of your business’ profit potential lies.
Drill Through: N/A
Limitations:
This gadget can only be viewed by Admins and Authorized Reps. Users are unable to view this gadget, even when included on a dashboard to which they have access.
Admins will only see information for customers to which they have access.
Clients are ranked based on insurance payments that have been received and posted/saved. Unapplied ERAs are not included in this report.