The 'Active' metric on the Overview dashboard shows how many of your clients currently have a valid, paid subscription. Monitoring this number helps you track your firm's subscription growth.
Active clients metric card on the Overview dashboard
What You Can Do
- On the Overview dashboard, look at the 'Active' metric card (second from left).
- The number shown reflects all clients with a current, paid subscription status.
- Click the card to filter the client list to active clients only.
- Compare the Active count to the Total Clients count to understand your activation rate.
💡 Good to Know: A rising Active count means more clients are successfully onboarded and paying.
💡 Good to Know: If Active count drops suddenly, check for recent cancellations or payment failures in the Past Due filter.
Related Articles
Was this article helpful?
Your feedback helps us improve our documentation.