How to view client new business reports

View details for clients "won" and the value of revenue or billings from one defined period to another. 

Scenario

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.

Steps:

1. Navigate to ACCOUNTING > General Ledger > General Ledger Reports.
2. Click Client Billing & Revenue Reports.
3. Click Client New Business Report.
   
4. 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

5. Click EXCEL, EXPORT, or PREVIEW to view the report.