Owners/Leavers Model Report

  • Published on Nov 28, 2024
  • 1 minute(s) read
  • CG
  • Mark Fugett
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Released Version: 25.0

This article is useful for any customer with a subscription to EliteAnalytics.

Requirements

Requirement

Description

EliteAnalytics Subscription

This feature requires you to have an EliteAnalytics subscription.

EliteCRM or Dataverse Connector Licence

An EliteCRM or Dataverse Connector Licence is required to be able to use EliteAnalytics and this feature.

PowerBI Licence

A PowerBI licence is required to be able to use EliteAnalytics and this feature.

Feature Description

The Owners/Leavers Model Reports within EliteAnalytics has undergone significant visual updates, making it easier to view and understand key data. Users can configure up to four highlight tiles on the home screen to quickly access essential insights. New reports, such as Fees Potential and Leavers Details, provide valuable information on potential income and details regarding outgoing owners, enhancing operational decision-making.

Business Uses

  • Track Site fees potential and revenue forecasting whilst monitoring and analysing leaver trends.

  • Streamline decision-making with quick insights and customise the home screen for key reports.