How to view client new business reports

Step by Step Guide:

Scenario

1. Let's say you want to view the clients or new business your agency won in 2021. You would set report parameters as follows:

• Earlier Reporting Period = 2020/January - 2020/December
• Later Reporting Period = 2021/January - 2021/December
• New Business Threshold = 100%
• Revenue or Billings = Revenue

With the above settings, the report would list all clients who had revenue in 2021 but did not have revenue in 2020.

Setting the New Business Threshold to 80%, for example, will include any client whose revenue increased by 80% or more from 2020 to 2021.

The report also provides a New Business %. In the above setting, it will show the total revenue from "won" clients in 2021 as a percentage of total revenue in 2020.

2. Navigate to ACCOUNTING > General Ledger > General Ledger Statement & Reports > General Ledger Reports.

3. Expand Click Client Billing & Revenue Reports.

4. Click Client New Business Report

5. Define the following parameters

Field Description

• Earlier Reporting Period - Select one or a range of months or years.
• Later Reporting Period - Select one or a range of months or years (must be later than the Earlier Reporting Period).
• Report by Master Client or Report by Revenue or Billings
  • Select how you want to view the report
    • Mater Client or Client
    • Revenue or Billings
  • New Business Threshold % - This defaults to 100% to show all won clients but can be defined to show clients whose revenue increased by X% from the prior period.
• Currencies - Select the currency
  • Use Office Home Currencies
  • Convert to Selected Currency

6. Click Excel, Preview, or Print to view the report.