Practice Analysis: Client Analysis

Document created by Michael Kinens Employee on Jan 14, 2016Last modified by Michael Kinens Employee on Jan 15, 2016
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Need to quickly identify understand who is your most or least profitable client?  CommPay's Client Analysis features (found in the Practice Analysis area) permits you to data mine your revenue by filtering on:

  • Client Category
  • Income (received)
  • Payment Period
  • Entity Type
  • Revenue Type

 

Filters:

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Results:

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Information can also be readily exported (in CSV format):

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