Clients Overview Data Identify client balances, income, services, locations, credits, and customer growth patterns. Top Clients Due Top Clients Credit Top Clients By Income: Overall, This Year, This Month, This Week, Today Top Clients By Services: Active, Suspended, Canceled, Pending Top Clients by Country: active services per country in map format, plus active unique clients per country in a table beneath the map Credits Reviewer: review credits issued to clients between selected dates New Customers: compare new customers, orders, and completed orders for the current year against the previous year on a graph
Services and Packages Overview Data See which services and packages drive activity, cancellations, sales, income, and unused catalog entries. Top Active Services: Overall, This Year, This Month, This Week, Today Top Canceled Services: Overall, This Year, This Month, This Week, Today Top Packages by Income: Overall, This Year, This Month, This Week, Today Top Packages by Sold: Overall, This Year, This Month, This Week, Today Packages Unordered: packages never ordered by term
Additional Reports Use focused operational reports for daily activity, monthly product sales, and promotion usage. Daily Performance: daily activity summary for a selected month, including completed orders, new invoices, paid invoices, opened tickets, ticket replies, and cancellation requests Monthly Orders: monthly breakdown of units sold per product and currency, helping identify profitable products Promotions Usage: usage statistics for each promotional code, showing how often clients use each promo code
KPI & Revenue Insights Track high-level business health, recurring revenue movement, risk, aging balances, and forecast reliability. Overview MRR Movement Revenue at Risk Aging Buckets Forecast Accuracy
Recurring Business Reports Find the packages, servers, and clients that drive recurring value across the business. Top Recurring Packages Top Recurring Servers Top Recurring Clients Customer Value
Lifecycle and ROI Analysis Connect service lifecycle, package movement, promotion ROI, geographic revenue, and retention cohorts. Package Lifecycle Promotion ROI Service Lifecycle Geographic Revenue Retention Cohorts
Alerts and Controls Surface threshold-based warnings inside the KPI workflow so staff can act before issues become harder to correct. Alerts & Thresholds
Threshold-Based Executive Alerts The Alerts & Thresholds page highlights important changes automatically. Thresholds can be adjusted per company, so each WHMCS installation can define warning levels that match its business targets. High service churn Overdue invoice balance Forecast variance Negative promotion ROI Net MRR drop Missing recurring revenue for the selected currency
Server Profitability Reporting Compare revenue against monthly server costs. Admins can set monthly costs for WHMCS servers and review profitability by server. Per-server active services, clients, and packages Base recurring revenue and configurable option revenue Monthly server costs Gross profit and margin Projected revenue and profit for 1 to 12 months Break-even status and profitability alerts Package and client contribution Paid invoice reconciliation Per-server drilldown views Saved profitability filters CSV and JSON exports Print-friendly report views
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