Top Clients Gadget

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


  • 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.