The Client Segments Report allows an MSP to rank the best to worst clients by a specific column. The clients are divided into five quintiles or segments ranked from lowest (quintile 1) to highest (quintile 5). The clients for each quintile can then be expanded to see information about each one within the segment.

The bottom chart shows the revenue breakdown for each quintile (FFA, Project, Product, T&M).

The Client Segments Report allows you to take a close look at your range of clients according to certain criteria that you feel is an important barometer for your business: criteria such as Contribution/Hour, $/Node; Efficiency Rate, etc. Once you identify a client and want more information on the reasons behind the positioning of that client, you can drill down for detailed information by clicking on the name to get the Client Profit & Loss Report for the individual client.

You have a choice of filters for the Client Segments Report. Here are the options you can set:

1. Date Range -  The start and end month can be selected by using the 'Quick Select' list of date ranges or by setting the start/end dates manually.
2. Min Revenue -  You can change the threshold to filter out smaller clients. The reason for this is that you do not want smaller retail type clients skewing the data. Clients need to have at least the threshold amount of revenue per month times the number of months (in the date range) to be included in the report. For example: If a the threshold is set at $1,000 and the report date range is set for 12 months, clients will need at lease $1,000 X 12 months = $12,000 in revenue over the 12 month period to be included in both the Revenue Distribution section and the Stack Rank section of the report.  
3. Location - If your MSP has distinct offices, you can filter your report by location. A client belongs to a location if at least 75% of its time is attributed to that location. 'No location' is for clients that have their work spread over multiple locations such that no one location does more than 75% of the work. Generally clients use 'no location' unless they have distinct self-contained offices and want to select one of those other locations.
4. Account Manager - Select all account managers or individual account managers for the report (if you do not use account managers field in your PSA, only 'all account managers' will be available). If none are selected, all account managers will be included.
5. Team Role - Select All Service Leaders or individual team roles for the report (if you do not use team roles, 'all team roles' will be available). If none are selected, all team roles will be included.
6. Agreement Category - The filter allows you to look at specific agreement categories. If none are selected, all agreement categories will be included. The report will include all clients that have that agreement category. All revenue for clients meeting a filter will be included. Multiple agreement categories can be chosen.
7. Client Status - The filter allows you to select certain client statuses from your PSA. If none are selected, all client statuses will be included.
8. Client Types -  The filter allows you to select certain client types from your PSA. If none are selected, all client types will be included.
9. Select Columns to Show in Report - The field allows the user to customize the report with the metrics that are of value.  All metrics are explained in the section below titled "List of Available Metrics".
10. Only Recurring Labor Revenue Clients - Check the box next to 'Only Recurring Labor Revenue Clients' to report on only those clients that have recurring labor revenue. All other clients will be excluded if this box is checked.
11. Use Aggregates- If you have created an aggregate client, you can exclude the sub-clients in the report so you can see how the whole relationship is working out. If this box is not checked,  the distinct sub-clients will be ranked.
12. Exclude Internal Clients - Any of the clients defined to be internal clients (setup in the Lookup/Internal Clients table) are excluded from the report when this box is checked.
13. Include N/A Segment - When sorting the segments report by a field that does not have a value in the sort field, it will not show up in the client list.  Checking this filter will add a N/A segment where all clients who do not fit within a quintile will appear.

The Stack/Rank chart has the main information to rank your clients on a certain user-given parameter. To make the chart easier to read, the list of clients is divided into five equal segments or quintiles. MSPCFO takes the number of clients that fit into the  parameters and filters and divides them equally among 5 sections to make the list easier to evaluate. Each quintile will have the same number of clients. Of course if the number of clients does not divide by 5 equally, some quintiles may have more clients than another. For example: if 25 clients fit the set criterion, each quintile will have 5 clients. If 26 clients fit the set criterion, four quintiles will have 5 clients and one quintile will have 6 clients.

Quintile 1 includes clients with the lowest values of the metric you select. Quintile 5 includes clients with the highest values of the metric you select.

Once you have selected the columns/metrics to include in the report and click the Filter button, the report will compile. The next step is to sort the data. The up/down arrows next to each metric are for sorting. The arrows act as a toggle to sort the data in ascending or descending order for the individual metric. For example, if you want to sort the data by Contr/Hr in ascending order, click on the arrows next to Contr/Hr. The first toggle click will always be in ascending order (quintile 1 first). If you wanted to see the data in descending order, click the toggle arrows a second time.

The data is sorted first by Quintile Total for the chosen metric and then within each quintile by client in the same order. Quintile 1 has the lowest values and Quintile 5 has the highest values.

In the example below, the data is sorted by Contr/Hr (as indicated by a single arrow vs. double) and in ascending order (as indicated by the arrow pointing upwards). Clients are revealed within Quintile 1 by clicking on the '+' next to the quintile. You can see that within quintile 1, the clients are also sorted by Contr/Hr in ascending order.

Once you have revealed the client list, you can click on any client name to link directly to the Client P&L for that specific client.

The bottom line of the table (in yellow below) provides averages for each column.

On the bottom half of the Segments Report you can see the Revenue Distribution by Segment. This is a bar chart that shows the make-up of revenues for each quintile. For example: you can see what percentage of revenue comes from FFA, T&M, Products and Projects for each quintile as a whole.

You can see the exact dollar figures and corresponding percentages for each category by placing your cursor over the quintile stack. For example: place your cursor over the Quintile #1 stack to reveal FFA $ and %, T&M $ and %, Product $ and % and Project $ and %.