Boosting Client Engagement with Data

Client Engagement Heatmap

This heatmap visualizes the frequency of emails received from clients throughout the year, categorized by client and payment level. It provides insights into peak communication periods and client engagement trends.

Click on any row to view a detailed bar chart showing the distribution of emails and associated revenue by month.

Revenue Analysis

Revenue per Email as a Measure of Efficiency

• Prioritize customers with high revenue per email
• Offer training and automation for customers with low revenue per email
• Offer training for employees with low revenue per email compared to peers