The "Statistics by Client" feature provides insights into work and time allocation across clients, aiding better decisions & boosting client satisfaction.
Introduction to the "Statistics by Client" Feature
The "Statistics by Client" feature in Bizman provides a comprehensive view of the work and time allocation across your clients. This feature allows you to monitor the hours validated per client within a specific timeframe, helping you gain insights into client engagement and resource allocation. It also facilitates historical data analysis, enabling you to compare data across different months to identify trends or shifts in client engagement over time.
Some Use Cases of the "Statistics by Client" Feature
- Performance Reviews: Analyze validated hours to assess how well your team is meeting client needs.
- Billing and Invoicing: Utilize validated hours data to streamline billing processes and ensure accurate invoicing.
- Client Reports: Generate comprehensive reports for clients, showing them exactly how much time has been dedicated to their projects.
How to Navigate and Use the "Statistics by Client" Feature
Note: To view the “Statistics by Client” feature, you must have the “view stats by client” permission enabled. Administrators can modify user permissions under Settings > Roles and Permissions.
Accessing the Statistics by Client Feature
- Navigate to "Statistics" in the left sidebar menu.
- Choose "By Client" from the dropdown options.
Understanding the Statistics Table
Once you’ve accessed the feature, you’ll be directed to a page displaying a table with the following fields:
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- Client: Lists the names of the clients.
- Validated Hours: Shows the total number of hours that have been validated or approved for each client.
- Month: Displays the month for which the hours are recorded.
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- Using the Filters
- Filter by Month:
At the top of the table, you’ll find a filter option where you can select the specific month or range of months you want to view. For example, you can choose to display data for the last 3 months. - Filter by Client Status:
You can filter clients based on their status:-
- Enabled: Shows only active clients.
- Disabled: Shows only inactive clients.
- All: Displays both active and inactive clients.
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- Filter by Month:
- Customizing the Data View
You can choose how many months of data you wish to display. This feature is particularly useful when you want to analyze trends over a period, such as comparing client activity across several months. - Interpreting the Data
- Review the validated hours for each client to get a clear picture of where your resources are being allocated.
- Use this information to identify high-value clients, potential areas for improvement, or clients that may require additional attention.
The "Statistics: By Client" feature is a valuable tool within the Bizman platform to help you manage your client relationships more effectively. You can utilize the filters and customize your data view to gain insights into how your time is being spent, which can lead to better decision-making and improved client satisfaction. Start using "Statistics by Client" today to optimize your business and client management.