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The Gains & Losses dashboard shows the perceived client gains or losses for the year selected.
The partner, manager, user selected category and the filters are discussed in more detail in the Portfolio dashboard as they work in the same way.
The Perceived Status is based on your billing history available from the IRIS Fees Ledger. The dashboard looks at the yearly historical billing pattern to determine the status of each client. This works best if you look at the last complete year of billing, if you look at the current year in progress all your clients will be shown as lost until they have been billed at least once.
There are four different types of perceived status, these are:
No Fees the client has never been billed in the past 5 years
New client [&Year] the client has been billed from &Year onwards
Lost client [&Year] the client has not been billed in &Year but has in at least one older year
Empty field the client has been billed in the current year and at least one older year