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We took the standard R-Keeper report package and they tailored it to us on top of that. It all just works.
Solutions
Business analytics for financial services firms
For brokers, insurance agencies, accountancy practices and consultancies, what matters is not turnover but the value of a client over time: what they bring in, and what they cost to serve.
Accounting vs analytics
Accounting
For brokers, insurance agencies and consultancies, turnover says very little. What counts is the value of a client over time: what they bring in, what they cost to serve, and whether the contract will be renewed.
CommissionsContract end datesTime spent per clientClient lists = a single number?
Business analytics
An analytics system joins the accounts, the CRM and the commission records, so client profitability and contract renewals sit on one screen. A falling renewal rate is spotted before the revenue drops.
Rivilė / FinvaldaCRM system
Joined up overnight Client profitability alongside the renewal rate The figures worth watching
Client profitability
Commission or retainer less the time actually spent. A small client who needs a lot of attention is often loss-making.
Recurring revenue
How much of the revenue comes from ongoing contracts and how much from one-off deals. That ratio decides directly how predictable the business is.
Renewal rate
How many contracts are renewed at term, by product and by adviser. A falling rate shows up before the revenue does.
Customer churn
Who left, and when. Read against purchase frequency, it shows the customers you can still hold on to.
Adviser and agent performance
Profit rather than turnover, and the quality of the book. The agent with the biggest turnover is not always the one who brings in the most.
Client concentration
What share of revenue the five largest clients account for. In a service business that is the principal risk.
How it looks in the report
How to read the report
01
Client profitability
Client profitability is shown with revenue and hours spent side by side. A small client who needs a lot of attention drops straight to the bottom of the table with a negative margin.
02
Contract renewals
The renewal rate is given by product against a target. A product whose renewals are slipping is an early warning — the revenue will shrink a few months later, when it is too late to act.
03
Advisers and risk
Adviser performance is shown alongside renewals in their book, and churn and concentration at the bottom answer the principal risk: what share of revenue the five largest clients account for, and how many left this quarter.
Where the data comes from
- the accounting system
- a CRM or client management system
- commission and contract records
- time recording, where it is kept
Read access The connection is read-only — the reports read your data, change nothing, and never write back to your systems.
What people usually notice first
- 1 What usually emerges first is that profitability varies between clients far more than expected — some small clients are served at a loss, because the contract price has not changed in years.
- 2 The second finding is contracts whose renewal nobody is tracking, and which quietly lapse without anyone having spoken to the client.
Analitika360 client stories
Data that helps you decide
See how companies like yours put Analitika360 reports to work in Power BI.
Where to start
Most people start with a ready-built report set, which connects to your accounting system within a few days, and add the industry-specific reports as a second stage. Describe your situation and we will tell you what would work best in your case.