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View and compare client metrics instantly for informed decision-making.
What is the Client Comparative Report?
How can I access the Client Comparative Report?
Tell me more about the new "Data Picker" feature.
This Feature is only available to the Advanced and FULL packages
What is the Client Comparative Report?
Previously, distributors had to create client performance reports on their own by pulling data from different sales rep reports across various date ranges and exporting them to Excel. The new Client Comparative Report allows them to compare their clients' performance in both absolute and relative numbers.
How can I access the Client Comparative Report?
To access the Rep Comparative Report:
- Click into your Reports tab
- Select Client Comparative
From here, you will notice you have access to the following capabilities:
- Filtering
- Create, Load, Delete Report
- Export to CSV
Tell me more about the new 'Data Picker' feature.
We have also updated the Client Comparative Report with a new "Data Picker" feature. Previously, distributors could only compare preset date ranges, which limited their options. Now distributors can easily compare client data spanning a desired date range.
Want to learn more about how the Client Comparative Report works? Visit this help article.