I'd like to be able to engagement level activities across all clients and be able to filter/sort on basic data points. The idea is that we can see number of accounts per client, transactions per period, account, and client - all in a single view for the entire client set for my firm. I'd like to be able to trend this data to see for a single client over time, to help in pricing or price increase purposes (more accounts and transactions, we can bill client more). Also, would like to see this with the internal time reporting - so we can apply metrics against volume and number of transactions/rec'd accounts per internal staff member alongside the time they track for a client... or all clients. I'd also like to see this with client financial data for P&L and Balance sheet data, etc. Happy to share more, just let me know