Overview

The Practice Overview page serves as a central dashboard providing a consolidated view of client-related performance, opportunities, and application usage. This dashboard enables quick access to client metrics, revenue potential, and application adoption trends, supporting data-driven decision-making for maximizing business opportunities. 

It contains a range of widgets, tables, and graphs that allow viewing results at a glance, while providing limited direct actions such as initiating campaigns or accessing detailed client lists. 

Overview Features

No. of Active Client Per App Stack

Displays the count of active clients for each app stack in use. Clicking the redirect button navigates to the Clients page for more details on those clients.

Clients across life cycle

Shows clients grouped by lifecycle stage, such as active or off-boarding. Revenue opportunities associated with each stage are also displayed. The redirect button takes users to the Clients page.

Active Client: A list of active clients. Redirecting opens the Clients Active section. 

Client Off-boarding: Lists clients in the off-boarding stage, highlighting the potential revenue loss if they discontinue. Redirecting opens the Clients Off-boarding section. 

Approved Apps

Displays applications that have been pre-approved within the settings, along with:

• Total paid by clients over the last 12 months
• Number of clients using each app
• Associated project and revenue opportunities

Top 3 Apps with Recurring Revenue Opportunity

Highlights the top three applications with the highest recurring revenue potential from support fees. Includes a Create Campaign button is also available here for those clients. 

Top 3 Apps with Project Opportunity

Lists the top three applications with significant one-time implementation revenue potential. The Create Campaign button is also available here for immediate outreach. 

Unapproved Apps

Displays apps currently used by clients but not approved under the tech advisor's practice. Shows the amount clients are paying for these apps, highlighting untapped revenue potential. 

Selecting View More loads the complete list of unapproved apps with a checklist for review tracking. 

Monthly Opportunity Forecast

Presents a graphical line chart showing:

• Total opportunity
• Project opportunity
• Recurring revenue opportunity

Also displays the Average Monthly Opportunity metric. 

Top 10 Most Used Apps by Clients 

Lists the ten most frequently used applications amoung clients, including the number of clients for each. 

Add New Client 
Provides a direct link to the Add New Client page, allowing quick client onboarding from the Practice Overview page. Note that the "Add New Client" button is Disabled when the Test Mode is On.

Add New Client button when Test Mode is Off

Add New Client button when Test Mode is On 

The Practice Overview dashboard consolidates critical client and application data into a single interface, streamlining the process of identifying revenue opportunities and tracking application adoption. While most feature focus on presenting data for analysis, key actionable items, such as creating campaigns or adding clients, are integrated for immediate engagement. This ensures the dashboard serves as both an analytical tool and a starting point for targeted business actions. 

If you need further assistance, please contact our dedicated customer support team at support@appventory.com, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.