Clients Summary Report

Our report showing total sales opportunity, broken down by device type and organization

The Clients Summary Report outlines and breaks down your total estimated sales opportunity by device type and client, in a single PDF.

To access this report:

  1. Navigate to your Clients console
  2. Click the Clients Summary Report button on the right-hand side of the page

Where the information comes from

The values here are based on the average value per hardware asset, which you can customize in your Hardware replacement settings.

What it looks like

The following screenshots are from a sample Clients Summary Report:


Clients Summary Report walkthrough complete

Make sure to check out our other automated reporting tools, and see what ScalePad can do for you.

Related articles

See your opportunities in more detail, or schedule your reports