Clients console

Learn more about the clients you manage service for, such as identifying your top opportunities.

The Client console is where you'll find all your clients that you manage. You can see their hardware replacement opportunities, as well as their hardware and software status in a high-level graph.

Navigate here by clicking Clients in your left-hand navigation bar.


Clients Summary Report

Click the blue Clients Summary Report button to download what you're seeing in the table as a PDF document.


The table

Client

This is the client name for which the subsequent metrics belong to.

Hardware assets

This is the total number of hardware assets for the respective client.

Hardware replacement

This figure is the total hardware replacement sales opportunity for this particular client. The numbers are based on your Hardware replacement settings.

Hardware status

The color-coded graph indicates their hardware replacement status at a high level. Click into the client for more details.

Software assets

This is the total number of software assets for the respective client.

Software status

The color-coded graph indicates a client's software status at a high level. Click into the client for more details.

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Client console walkthrough complete!

Now that we've covered the Client console in detail, check out the Hardware console to find details of every hardware asset under your management.

Updated 20 days ago

Clients console


Learn more about the clients you manage service for, such as identifying your top opportunities.

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