Aggregate Clients
Purpose
In your PSA, a client might be made up of a number of discrete MSP clients who operate as subsidiaries or sister companies. If this is the case, then to see the group of clients might be a better way to gauge the entity so that you can see the economic value of the whole relationship. This table allows you to identify and group these clients as an aggregate under the list of Aggregates. The individual clients can also be viewed in the Client list. You have the advantage of looked at the relationship in the list under Aggregate Clients or at any individual client in Clients.
Settings
The initial screen has no aggregate clients. To add new aggregate clients, click on the button at the top right.
The screen opens up to allow you to:
1. Give a new name to the aggregate client.
2. Choose from the list of all clients in the left box to include in the aggregate client. You can filter (yellow) on a part of the name to help find the specific clients to aggregate. Move one client at a time by using ">" or all of the clients that apear in your filter list by using ">>".
3. As you move clients from the left list, they will show up in the right list.
4. When you are finished, click the 'Save Aggregate Client' button on the bottom. You can also Cancel the function if not needed.
You can add as many aggregate clients as needed.
You can also edit or delete an aggregate client.
Of course, you can create aggregate clients for any reason. If you want to see a grouping based on a specific criteria, you can create that here as well.
You can filter on a number of reports to include the aggregate clients. The reports that use aggregate clients:
- Dashboards - Agreement Specifics -Select all agreements for an Aggregate in the Client filter right under All Clients.
- P&L/Client- a P&L can be selected for an aggregate client in the Client filter. Aggregates are listed right below All Clients.
- Segments/Client -To rank the aggregate clients instead of their components, click on Use Aggregates in the Filter.
- FFA/FFA Hour Tracking by Client- Select an aggregate client in the Client filter, right below All Clients.
- FFA/Agreement Profitability- Select all agreements for an Aggregate in the Client filter right under All Clients.
- Efficiencies/Efficiency by Agreement- Select all agreements for an Aggregate in the Client filter right under All Clients.
- Efficiencies - Ticket Concentration -Select all agreements for an Aggregate in the Client filter right under All Clients.
Recalculation of the data must be made for this option to be updated.
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