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May ’24 Release I Vincere Intelligence (I24.2.1)
May ’24 Release I Vincere Intelligence (I24.2.1)
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Written by Sebastiano
Updated over a week ago

✨ Introducing a brand new dashboard: Fee Model Stats

We're delighted to launch our newest report; Fee Model Stats, which can be found in the Company Stats dashboard. This new report brings you comprehensive insights into the fee models adopted by your clients, empowering you with invaluable financial information to make better decisions on future spending

Unlock Financial Visibility: The new report provides clear breakdowns of your customer base, highlighting the percentage of companies with and without a Fee Model, and breaking down the composition of the Fee Model types across your client base, whether it's fixed, variable, or a retainer fee model type.

The Fee Model Stats report arms you with detailed analytics, through which you can identify opportunities, and optimise your own fee strategies, ensuring you stay ahead of the curve by making informed decisions that drive growth and profitability for your business.

What does this change mean for me?

👉 This report isn't just a report – it's a strategic tool designed to elevate your business to new heights. With new insights at your fingertips, you can forge stronger client relationships, enhance your approach to fee model management, and drive sustainable growth.

✨ Updates to AI Coach: forecasting activity targets from day 1 of the month.

We're thrilled to introduce a powerful enhancement that promises to revolutionise your approach to activity planning: the AI Coach will now forecast activity targets on the first day of each month, providing you with clear insights into the efforts required to achieve your ultimate revenue goal.

No more waiting for the first placement to start tracking – from day one, each month, you'll know exactly what it takes to succeed and scale your business.

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