REPORTING | Self-Serving Reporting and Trend Analysis for Commercial Clients

Description:

• A customer has expressed the need for self-serving reporting and trending analysis through a client portal to better serve commercial clients, particularly those in the food manufacturing and dairy industries.

• The customer has noted that commercial clients have requested the ability to access their latest reports and trend analysis through a portal.

Details:

• Trending Analysis Reporting: Introduce trending analysis reports that provide valuable insights for commercial clients, helping them make informed decisions.

• Self-Serving Reports: Develop a feature that allows commercial clients to generate and access their own reports through the client portal.

• User-Friendly Interface: Ensure that the reporting features are user-friendly and easy to navigate, similar to the existing tech side of the platform.

• Client Portal: Leverage the client portal (suggested in another card here) to facilitate self-serving reporting and trend analysis for commercial clients.

Benefits:

• Enhanced client satisfaction by providing easy access to reports and valuable insights through the client portal.

• Streamlined reporting process, making it easier for clients to access and analyze their data.

• Increased user-friendliness, ensuring that clients have a positive experience when interacting with the platform.

• Improved competitive advantage by offering features that are in demand by commercial clients.

Note:

• This feature is a suggestion from a customer and is currently under consideration. We will review its feasibility and potential benefits to our platform before proceeding.

• The client portal has been suggested in another card, and this card focuses more on facilitating self-serving reporting and trend analysis through the client portal