Rankings App

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!