What is the Revenue Distribution Chart?
The Revenue Distribution chart shows you how many clients fall into each projected revenue tier. This visualization helps you understand the composition of your book of business and identify patterns in client value distribution.
Understanding the Chart
The chart displays:
Revenue Tiers: Grouped ranges (e.g., $0-$5K, $5K-$10K, $10K-$25K, etc.)
Client Count: Number of clients in each tier
Visual Distribution: Bar or column chart showing relative sizes
Key Insights to Look For
Concentration Patterns
Where is most of your client base concentrated?
Do you have many small clients or few large clients?
Are there gaps in certain revenue ranges?
Growth Opportunities
Clients near tier boundaries who might be upgraded
Underrepresented tiers that could be targeted
High-value segments that deserve more attention
Portfolio Balance
Diversification across revenue tiers
Risk concentration in any single tier
Potential for scaling smaller clients
How to Use This Chart
1. Identify Your Core Segments
Look at which revenue tiers contain the most clients. This is your primary business segment and should receive appropriate attention and resources.
2. Spot Upgrade Opportunities
Clients in lower tiers with high Catchlight Scores or increasing life events may be ready to move up to higher revenue tiers.
3. Plan Resource Allocation
Distribute your time and marketing budget based on where the most clients are and where the highest revenue potential exists.
4. Set Growth Goals
Use the current distribution to set realistic goals for moving clients up to higher revenue tiers over time.
Filtering for Deeper Analysis
Combine the Revenue Distribution chart with filters to analyze:
By Wealth Segment: How revenue distributes within affluent vs. mass affluent clients
By Acquisition Channel: Which marketing sources bring higher-value clients
By Advisor: Compare revenue distributions across your team
By Time Period: See how distribution has shifted over quarters or years
Example Use Cases
Scenario 1: Practice Growth Planning You notice 60% of your clients are in the $0-$10K tier. You set a goal to move 20% of these clients into the $10K-$25K tier within 12 months through enhanced service offerings.
Scenario 2: Marketing Budget Allocation The chart shows strong concentration in the $25K-$50K tier. You decide to focus acquisition marketing on similar profiles while implementing retention strategies for this valuable segment.
Scenario 3: Service Tier Design You see clear groupings at specific revenue levels, which helps you design service tiers that match your actual client distribution rather than arbitrary brackets.
Tips for Action
Review Monthly: Track how clients move between tiers over time
Compare to Goals: Match your current distribution against your ideal target distribution
Identify Outliers: Look for unexpected concentrations that might indicate opportunities or issues
Cross-Reference: Compare with the Wealth Segment Analysis to ensure alignment
Related Articles
4.2: Wealth Segment Analysis
6.1: Prioritizing Leads
3.3: Using Filters to Refine Your View
5.5: Financial Indicators