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My new clients

*The New Clients report lets you view new clients on a map or in a table, filtered by a selected date range.*

You'll find this report in the *Reports and Goals* section of the main menu:

You can filter this report by date range or by zone:

By hovering the cursor over a map marker for a few seconds, you can see the client’s name and some of their information.

In the table, you can click on *Code* to go to the client's profile. Here, you can also see the client's zone, the latest update, and who created their profile.

By clicking on any column's header, you'll be able to reorganize the column's data by ascending or descending order.

This report can help you measure your company's prospecting success, and view how many clients have been incorporated to you company over time.

You can also download this information as an Excel file to go over it in detail.

Send us a message in the chat if you have any questions!

Updated on: 04/02/2026

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