Practice Insights

Note: The 'Practice Insights' tab is a feature available to users on the 'Team Essentials,' 'Team Standard,' and higher packages.

The 'Practice Insights' tab in ClientManager CRM provides valuable data and insights about your practice. It offers various tiles and graphs that offer a comprehensive view of your practice's performance and client-related information. Here's a breakdown of each data point and its relevance:

Total Clients

• Definition: Total number of clients, including deceased and inactive clients.
• Relevance: Provides an overview of your client base's size, which can be helpful for understanding the overall scope of your practice.

Active Clients

• Definition: Number of clients marked as active. Other statistics are based only on active clients.
• Relevance: Focuses specifically on clients currently engaged with your practice, allowing you to assess the health and growth of your active client base.

Average Client Income (p.a.) and (p.m.)

• Definition: The average annual and monthly income of your clients.
• Relevance: Helps you understand the income distribution among your clients, which can be valuable for tailoring financial advice and services.

Median Risk Profile

• Definition: The middle point of the risk profiles of your clients.
• Relevance: Offers insights into the overall risk tolerance of your client base, aiding in portfolio management and investment strategies.

Average Review Age

• Definition: Indicates how old, on average, client reviews are in terms of months.
• Relevance: Provides a sense of the recency of client interactions and reviews, helping you gauge the need for follow-up and engagement.

Average Client Age

• Definition: The average age of your clients.
• Relevance: Useful for tailoring financial advice and services to different age groups and demographics within your client base.

Average Time To Retirement

• Definition: The average time until your clients' expected retirement.
• Relevance: Helps in planning retirement-related services and investments for your clients.

Monthly Credit Usage

• Definition: Graph showing the usage of form filling credits, message credits, and bulk email credits on a monthly basis.
• Relevance: Tracks your usage of CRM features and resources, aiding in resource allocation and cost management.

Interactions Logged

• Definition: Graph displaying the number of monthly interactions logged, categorized by type (e.g., notes, calls, reviews).
• Relevance: Offers insights into the types of interactions with clients and can highlight areas where more or less engagement is needed.

Tasks Completed Per Team Member

• Definition: Graph showing the number of tasks completed by each team member.
• Relevance: Assists in assessing team performance and task allocation within your practice.

Total Number Of Tasks Completed Per Month

• Definition: Graph displaying the total number of tasks completed on a monthly basis.
• Relevance: Gives an overview of task completion trends over time and can help identify busy or slow periods in your practice.

Practice Insights in ClientManager CRM empowers you with data-driven insights into your practice's performance, client demographics, and engagement levels. Utilize this information to make informed decisions, enhance client relationships, and optimize your financial advisory services.