Understanding Metrics
Understanding Metrics
Client Metrics at the bottom of your dashboard summarise your client profitability and pipeline effectiveness.
| Metric | Meaning |
|---|---|
| Median Engagement Fee | Typical upfront fee earned. |
| Median Ongoing Fee | Average recurring client revenue. |
| Total New Clients (Completed) | How many clients have been fully onboarded. |
| Total New Clients (Projected) | Expected based on conversion rate. |
You can adjust Fee Calculation and Conversion Rate assumptions in the top-right dropdown menus to model different scenarios.