Tell your clients how to use the report.

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kexej28769@nongnue
Posts: 287
Joined: Tue Jan 07, 2025 4:34 am

Tell your clients how to use the report.

Post by kexej28769@nongnue »

Then the next thing is how to use it. This is a good reference because if they only say it once every couple of months, they might have forgotten how to do things in this report or even things like at the top for example make sure to set a time period. This is a good reminder of how to do it.

Since the report is fully editable by you at any time, you can always go in and change things later, and since the client can view the report at any time, they have a dashboard that is extremely uk number data to them and they don't have to bug you every time they want to see the report. It saves you time and money. It saves them time and money. Everyone is happy. Everyone is saving money. I really recommend setting up a simple dashboard like this for your clients, and I bet you they will be impressed.
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