Why it matters
A satisfied client where you have a small share is your biggest growth opportunity. Share of wallet shows where it makes sense to offer other roles or sites.
Where it goes wrong
A client's total flex hours are not in your own systems. The number comes from conversations or from the client itself, so it is often an estimate. Record where the number comes from.
How Dashly calculates it
Dashly calculates it per quarter from your scheduling system and the total that account management records in the CRM.