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While Clients & Profits X keeps track of each client's billings forever, the Client Statistics window conveniently graphs the last two years billings.

The Stats window is a great place for account people and agency principals to see a snapshot of a client’s billing.

The Client Statistics window shows the billings by quarter, using invoice totals posted in Accounts Receivable. For each quarter you’ll see the total billings, the percent of total billings, and the average payment information.

The Client Statistics window and the report don’t show the client’s profitability, so are relatively safe to show to clients and agency staff members.

The quarterly billings amount is the sum of the invoices for the three periods that make up each quarter.

The percent field lets you easily see trends in each client’s billing. It can help you see the highs and lows for each client, helping you better plan next year’s budget and cash flow.

The avg pay number counts the number of days the client needed to pay off each invoice added during the quarter. You can use this information to analyze how quickly or how slowly a client is paying their invoices from quarter to quarter. It’s a great way to spot clients whose payments are slowing down--a sure danger sign that the account is in trouble.

The total number of jobs opened during each quarter are shown for comparison. The ratio of jobs opened to total billings can provide an interesting insight into the client’s work from quarter to quarter (i.e., more jobs with the same billings means those jobs were smaller, etc.).

To see this year’s client statistics

1 Choose My > My Clients.

2 Find the client whose statistics you need to review

3 Click on the Stats button, or choose Edit > Account Statistics.



The Client Statistics window opens. The quarterly billings aren’t shown until the Update Graph button is clicked, since updating the totals can be time-consuming.

4 Click the Update Graph button to calculate the year’s total billings, average payments, and percent of total billings for this client.

To see last year’s statistics

1 Choose Last Year from the Show pop-up menu.

Last year’s totals will be calculated auto-matically (there’s no need to click the Update Graph button), and the graph will be redrawn.

To print the client statistics graph

1 Click the print button.