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Menu and Toolbar Interface Reference

Quadrants

  Changes the view to a Client Quadrant view. Click again to return to the default grid showing Staff by Period.

Client Quadrants are a key analysis tool in Practice Driver enabling understanding of trends and planning of future strategies in the client dimension. The term 'Quadrant' stems from the classic customer management methodology that analyzes the quality of customers in a business.

For example the following simple quadrant diagram demonstrates the available strategies a business has to improve its market share.

Classic Quadrant Analysis

Quadrant A in this example should contain the core clients who drive the current business and should be the focus of marketing attention. To improve or grow the business in this quadrant poses the options

(A) Does the business plan attempt to move clients from quadrant B to quadrant A by providing products and services that will make them more reliant on the business?

or

(B) Does it attempt to convert smaller or unprofitable clients currently in quadrants C and D into more important clients?

Creating Quadrants

Attached to the client sector of the data there are 5 independant categories that can be used to display 10 different quadrant views.

Quadrant views are simply Clients (Category n) by Clients (Category m). It follows that creating and manipulating Clients and their categories are important to these views.

Client categories can be created in three methods:

(1) Imported directly from your practice management data.

(2) Created using the assessment tool.

(3) Manually created using the category screen or in the client data form.

Values able to be viewed with Client Quadrant view on. In addition to the standard values able to be shown in the grid (ie Time billed, Hours, Profit etc) Client quadrant view will also allow the following values to be displayed:

  • No. of Clients
    The number of clients in each cell of the quadrant view. Drilling down on the cell will display a list of names in the second tab (Clients)
  • Avg. Time billed per Client
    Total Time Billed to the clients in the cell divided by the number of clients.
  • Avg. Profit per Client
    Total Profit derived from the clients in the quadrant divided by number of clients.
  • Avg. Hours (Time Units) per Client
    Total number of units/hours worked divided by the number of clients.
    • For an example of how to set up a simple quadrant views, see the section Perform Simple Quadrant Analysis

    Tips

    When you have finished, click the Quadrants button. You will be returned to the default grid.

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