Understand what your clients are worth to you across all divisions.
Identify new business opportunities.
Xeppo enables to you see revenue per client across all your divisions.
Key features include :
- Define multi-level business structure for revenue reporting (known as Fee Categories)
- View rolling 12 month revenue per client per Fee Category
- Report on YTD, Last Year and Prior year
- Rankings across a number of key metrics
- Heat map report to easily identify gaps which may be cross sell opportunities
The great news is this App is part of any licensing pack at no extra cost!