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Adding Client Managers to the Lead Pipeline, Revenue Won & Lost and Client PortfolioChange your Password and setup Multi Factor Authentication Change the Senior Client Manager of a Production TeamFAB5 Monthly Data Entry ChecklistFinancial Year Rollover | Pre-Rollover Guidelines Financial Year RolloverConnecting Xero Practice Manager (XPM) to WizeHub
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How do I classify clients using ABCD categories?How do I determine the types of communication traffic?What productivity targets do I set for team members?What is billable time versus non-billable time?What charge rate multiple do I apply to production team members? What is the right resource mix when allocating Finders, Minders & Grinders to jobs?What is the best way to account for one-off fees when capturing revenue won or lost?Can inactive employees be permanently deleted from People?What happens during the financial year rollover process?Can we allocate multiple roles to an employee e.g. A Senior Client Manager who is also a Chief Marketing Officer?Is there a standard benchmark for revenue and client volume by class?
Troubleshooting

Is there a standard benchmark for revenue and client volume by class?

Understand Your Revenue Concentration Risk and Build a Balanced Client Portfolio

There is no industry-standard benchmark for revenue categories by client class. One of the key benefits of the client analysis is that it helps identify revenue concentration risk. For example, if a small percentage of clients generate a significant proportion of your fees, your business may be exposed to revenue risk should one or more of those clients leave. Use the analysis to assess your current client mix and determine the balance of clients and fee revenue that best suits your business objectives and risk profile.

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