Clients Summary Report

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

The Organizations Summary Report outlines and breaks down your total estimated sales opportunity by device type and organization, 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.

Updated 21 days ago


Related articles

See your opportunities in more detail, or schedule your reports

Hardware Lifecycle Report
Scheduled Reports

Clients Summary Report


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

Suggested Edits are limited on API Reference Pages

You can only suggest edits to Markdown body content, but not to the API spec.