The 'Total Clients' metric on the Overview dashboard shows the complete count of all client businesses associated with your firm, including all statuses.
Total Clients metric card on the Overview dashboard
What You Can Do
- On the Overview dashboard, look at the 'Total Clients' metric card (leftmost card).
- This number includes all clients: Active, Trialing, Past Due, Inactive, Pending, External, and Advisory.
- Click the card or the 'All clients' tab to see the complete client list.
💡 Good to Know: The Total Clients count is also displayed in the top-right area of the dashboard header next to the action buttons.
💡 Good to Know: Archived or deleted clients are not included in the Total Clients count.
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