Executive Dashboards

The new ClientSpace Dashboards provide real-time executive-level insight into client performance. The dashboards help you identify clients who need additional support, and also help you understand the financial impact of trends across your client base.

• Book of business performance dashboard provides a series of trends across your entire client base, including:
  • Gross Wages and Admin Fee
  • Gross Profit

  • Number of Worksite Employees Paid (aggregate and by state)

  • Client Employee Details

• Client performance dashboard provides an analysis of performance data and trends by clients to help you proactively offer additional support, including:
  • Admin Fee Trends
  • Gross Profit Trends
  • Revenue By Client
  • Worksite Employees Paid by Month