{"id":49143,"date":"2026-02-13T15:35:31","date_gmt":"2026-02-13T14:35:31","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49143"},"modified":"2026-02-13T15:35:34","modified_gmt":"2026-02-13T14:35:34","slug":"%e9%a1%a7%e5%ae%a2%e3%81%94%e3%81%a8%e3%81%ae%e5%8f%8e%e7%9b%8a%e3%82%92%e8%bf%bd%e8%b7%a1%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-track-revenue-per-client\/","title":{"rendered":"\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u3092\u8ffd\u8de1\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u306f\u30012024\u5e741\u6708\u304b\u308912\u6708\u3068\u3044\u3063\u305f\u9078\u629e\u3057\u305f\u671f\u9593\u306b\u308f\u305f\u3063\u3066\u3001\u4e00\u4eba\u306e\u9867\u5ba2\u304b\u3089\u5f97\u305f\u53ce\u5165\u306e\u5408\u8a08\u3092\u6e2c\u5b9a\u3059\u308b\u3082\u306e\u3067\u3001\u7dcf\u58f2\u4e0a\u9ad8\u3060\u3051\u3088\u308a\u3082\u6df1\u3044\u6d1e\u5bdf\u304c\u5f97\u3089\u308c\u307e\u3059\u3002\u57fa\u672c\u7684\u306a\u8a08\u7b97\u5f0f\u306f\u7c21\u5358\u3067\u3001\u6b63\u898f\u5316\u3055\u308c\u305f\u6570\u5024\u304c\u5fc5\u8981\u306a\u5834\u5408\u306f\u30011\u9867\u5ba2\u304b\u3089\u306e\u7dcf\u53ce\u5165\u3092\u671f\u9593\u9577\u3067\u5272\u308a\u307e\u3059\u304c\u3001\u5b9a\u7fa9\u3068\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u306e\u4e00\u8cab\u6027\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u5b9f\u7528\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u306b\u306f\u3001\u9867\u5ba2\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u306eCRM\u5185\u306e\u4e00\u610f\u306e\u8b58\u5225\u5b50\u3078\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u3001\u8acb\u6c42\u30c7\u30fc\u30bf\u306e\u7d71\u5408\u3001\u671f\u9593\u3054\u3068\u306e\u96c6\u8a08\u3001\u7570\u5e38\u5024\u306e\u691c\u8a3c\u3001\u5c11\u306a\u304f\u3068\u3082\u6bce\u6708\u66f4\u65b0\u3055\u308c\u308b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u516c\u958b\u304c\u542b\u307e\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u9280\u884c\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u898f\u5236\u5bfe\u8c61\u6a5f\u95a2\u306f\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3092\u5229\u7528\u3057\u3066\u9867\u5ba2\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3057\u3001\u4fa1\u683c\u8a2d\u5b9a\u3092\u6539\u5584\u3057\u3001\u6700\u3082\u91cd\u8981\u306a\u90e8\u5206\u306b\u30ea\u30bd\u30fc\u30b9\u3092\u914d\u5206\u3059\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u610f\u8b58\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u30fb\u30e2\u30c7\u30eb\u3092\u69cb\u7bc9\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u5fc5\u8981\u3068\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001InvestGlass\u306e\u3088\u3046\u306a\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u5831\u544a\u3092\u4e00\u5143\u5316\u3057\u3001\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u3092\u30b9\u30a4\u30b9\u56fd\u5185\u307e\u305f\u306f\u65bd\u8a2d\u5185\u306b\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-revenue-per-client-and-why-it-matters\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3068\u305d\u306e\u91cd\u8981\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba21\u793e\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3068\u306f\u30012025\u5e74\u7b2c1\u56db\u534a\u671f\u30842024\u5e74\u901a\u5e74\u306a\u3069\u3001\u7279\u5b9a\u306e\u671f\u9593\u306b1\u793e\u306e\u9867\u5ba2\u304b\u3089\u751f\u307f\u51fa\u3055\u308c\u305f\u7dcf\u58f2\u4e0a\u9ad8\u306e\u3053\u3068\u3067\u3042\u308b\u3002\u4f1a\u793e\u5168\u4f53\u306e\u58f2\u4e0a\u9ad8\u3092\u793a\u3059\u30c8\u30c3\u30d7\u30e9\u30a4\u30f3\u306e\u6570\u5b57\u3068\u306f\u7570\u306a\u308a\u3001\u9867\u5ba2\u4e00\u793e\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u306f\u3001\u8ab0\u304c\u5b9f\u969b\u306b\u53ce\u76ca\u6027\u3092\u9ad8\u3081\u3066\u3044\u308b\u306e\u304b\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u3069\u3053\u306b\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u6ce8\u3050\u3079\u304d\u304b\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">B2B\u306eSaaS\u3084\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3067\u306f\u3001\u9867\u5ba2\u306f\u30a2\u30ab\u30a6\u30f3\u30c8\u3067\u3042\u3063\u305f\u308a\u3001\u6cd5\u4eba\u3067\u3042\u3063\u305f\u308a\u3001\u3042\u308b\u3044\u306f\u4e16\u5e2f\u3067\u3042\u3063\u305f\u308a\u3057\u307e\u3059\u304c\u3001\u3053\u308c\u306f\u7d44\u7e54\u306e\u95a2\u4fc2\u69cb\u7bc9\u306e\u4ed5\u65b9\u306b\u3088\u3063\u3066\u7570\u306a\u308a\u307e\u3059\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u4f8b\u304c\u3069\u306e\u3088\u3046\u306a\u610f\u5473\u3092\u6301\u3064\u304b\u3092\u660e\u78ba\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u81ea\u793e\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306b\u30b3\u30f3\u30bb\u30d7\u30c8\u3092\u9069\u5fdc\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3054\u3068\u306e\u6b63\u78ba\u306a\u53ce\u76ca\u8ffd\u8de1\u306f\u3001\u4fa1\u683c\u6226\u7565\u3001\u30ea\u30bd\u30fc\u30b9\u914d\u5206\u3001\u898f\u5236\u696d\u754c\u306b\u304a\u3051\u308b\u30ea\u30b9\u30af\u30d9\u30fc\u30b9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u5404\u9867\u5ba2\u304c\u3069\u308c\u3060\u3051\u306e\u53ce\u76ca\u306b\u8ca2\u732e\u3057\u3066\u3044\u308b\u304b\u3092\u6b63\u78ba\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u3067\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u306b\u95a2\u3059\u308b\u30c7\u30fc\u30bf\u4e3b\u5c0e\u306e\u610f\u601d\u6c7a\u5b9a\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3001, <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0%e3%83%84%e3%83%bc%e3%83%ab\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5940\">\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u3092\u8cbb\u3084\u3057\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u80fd\u529b\u3092\u9ad8\u3081\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u67b6\u7a7a\u306e\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c400\u4eba\u306e\u9867\u5ba2\u3068\u53d6\u5f15\u3057\u3066\u3044\u308b\u5834\u5408\u3092\u8003\u3048\u3066\u307f\u3088\u3046\u3002\u9069\u5207\u306a\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u3092\u5b9f\u65bd\u3059\u308b\u524d\u306f\u3001\u30ea\u30fc\u30c0\u30fc\u306f\u53ce\u76ca\u304c\u5747\u7b49\u306b\u914d\u5206\u3055\u308c\u3066\u3044\u308b\u3068\u601d\u3044\u8fbc\u3093\u3067\u3044\u305f\u3002\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u3092\u6b63\u3057\u304f\u8a08\u7b97\u3057\u305f\u7d50\u679c\u3001\u53ce\u76ca\u306e30\uff05\u304c\u308f\u305a\u304b8\uff05\u306e\u9867\u5ba2\u304b\u3089\u3082\u305f\u3089\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u308f\u304b\u3063\u305f\u3002\u3053\u306e\u6d1e\u5bdf\u306f\u3001\u9867\u5ba2\u7dad\u6301\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3001\u6210\u9577\u8a08\u753b\u3078\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u4e00\u5909\u3055\u305b\u305f\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-revenue-per-client-vs-arpu-vs-client-lifetime-value\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8 vs ARPU vs \u9867\u5ba2\u751f\u6daf\u4fa1\u5024<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u55b6\u696d\u30c1\u30fc\u30e0\u3084\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3092\u30e6\u30fc\u30b6\u30fc\u4e00\u4eba\u5f53\u305f\u308a\u306e\u5e73\u5747\u58f2\u4e0a\u9ad8\u3084\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\u3068\u6df7\u540c\u3057\u3066\u304a\u308a\u3001\u8aa4\u3063\u305f\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u3084\u30ea\u30bd\u30fc\u30b9\u306e\u6d6a\u8cbb\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8<\/strong> \u306f\u3001\u6708\u6b21\u3001\u56db\u534a\u671f\u3001\u5e74\u6b21\u3092\u554f\u308f\u305a\u3001\u7279\u5b9a\u306e\u671f\u9593\u306b\u304a\u3051\u308b1\u3064\u306e\u9867\u5ba2\u304b\u3089\u306e\u5b9f\u73fe\u53ce\u76ca\u3067\u3042\u308b\u3002\u3053\u308c\u306f\u3001\u7279\u5b9a\u306e\u95a2\u4fc2\u304b\u3089\u5b9f\u969b\u306b\u8acb\u6c42\u3055\u308c\u3001\u8a8d\u8b58\u3055\u308c\u305f\u3082\u306e\u3092\u6355\u6349\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30e6\u30fc\u30b6\u30fc1\u4eba\u5f53\u305f\u308a\u306e\u5e73\u5747\u53ce\u5165\uff08ARPU\uff09<\/strong> \u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d9\u30eb\u3067\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u307e\u305f\u306f\u30e6\u30fc\u30b6\u30fc\u3042\u305f\u308a\u306e\u5e73\u5747\u53ce\u76ca\u3067\u3042\u308b\u3002\u53e4\u5178\u7684\u306a\u8a08\u7b97\u5f0f\u3067\u306f\u3001\u7dcf\u53ce\u76ca\u3092\u3042\u308b\u6708\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u6570\u3067\u5272\u308b\u3002SaaS\u4f01\u696d\u306f\u3001\u30e6\u30fc\u30b6\u30fc\u30d9\u30fc\u30b9\u5168\u4f53\u306e\u53ce\u76ca\u5316\u52b9\u7387\u3092\u76e3\u8996\u3059\u308b\u305f\u3081\u306bARPU\u3092\u983b\u7e41\u306b\u4f7f\u7528\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08CLV\uff09<\/strong> \u9867\u5ba2\u751f\u6daf\u4fa1\u5024\uff08CLV\uff09\u3068\u306f\u3001\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u5168\u4f53\u306b\u308f\u305f\u3063\u3066\u671f\u5f85\u3055\u308c\u308b\u53ce\u76ca\u306e\u7dcf\u984d\u3092\u3001\u9577\u671f\u306b\u308f\u305f\u308b\u9867\u5ba2\u7dad\u6301\u7387\u3068\u5e73\u5747\u8cfc\u8cb7\u984d\u306b\u57fa\u3065\u3044\u3066\u4e88\u6e2c\u3057\u305f\u3082\u306e\u3067\u3042\u308b\u3002\u9867\u5ba2\u751f\u6daf\u4fa1\u5024CLV\u306f\u3001\u73fe\u5728\u306e\u671f\u9593\u306e\u53ce\u76ca\u3067\u306f\u306a\u304f\u3001\u5c06\u6765\u306e\u53ce\u76ca\u306e\u53ef\u80fd\u6027\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30e1\u30fc\u30c8\u30eb<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5b9a\u7fa9<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30d9\u30b9\u30c8\u30fb\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e00\u9867\u5ba2\u304b\u3089\u306e\u5b9f\u969b\u306e\u53ce\u76ca<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u65e5\u3005\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3001\u53ce\u76ca\u6027\u5206\u6790<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30fc\u30d7<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u30e6\u30fc\u30b6\u30fc1\u4eba\u5f53\u305f\u308a\u306e\u5e73\u5747\u58f2\u4e0a\u9ad8<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d9\u30eb\u306e\u30c8\u30ec\u30f3\u30c9\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u4fa1\u683c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u751f\u6daf\u4fa1\u5024<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u4e88\u60f3\u3055\u308c\u308b\u7dcf\u53ce\u5165<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9577\u671f\u4e88\u6e2c\u3001\u9867\u5ba2\u7372\u5f97\u30b3\u30b9\u30c8\u306e\u6c7a\u5b9a<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0f\u898f\u6a21\u306e\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306e\u5834\u5408\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306f\u5e74\u95936\u4e07\u30b9\u30a4\u30b9\u30fb\u30d5\u30e9\u30f3\u306e\u53ce\u76ca\u3092\u4e0a\u3052\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u304c\u3001\u5168\u53e3\u5ea7\u306e\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u5e73\u5747\u53ce\u76ca\u306f9000\u30b9\u30a4\u30b9\u30fb\u30d5\u30e9\u30f3\u306b\u3068\u3069\u307e\u308b\u3002\u3069\u3061\u3089\u306e\u6570\u5b57\u3082\u91cd\u8981\u3060\u304c\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u3069\u3053\u306b\u7126\u70b9\u3092\u5f53\u3066\u308b\u3079\u304d\u304b\u3092\u6b63\u78ba\u306b\u6559\u3048\u3066\u304f\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30cd\u30b8\u30e3\u30fc\u306f3\u3064\u306e\u6307\u6a19\u3059\u3079\u3066\u3092\u8ffd\u8de1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u304c\u3001\u65e5\u3005\u306e\u30a2\u30ab\u30a6\u30f3\u30c8\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u3068\u53ce\u76ca\u6027\u5206\u6790\u306b\u306f\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3092\u4f7f\u7528\u3059\u308b\u3002\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\u306f\u9577\u671f\u7684\u306a\u6295\u8cc7\u5224\u65ad\u306e\u6307\u91dd\u3068\u306a\u308a\u3001ARPU\u306f\u5e73\u5747\u7684\u306a\u9867\u5ba2\u304c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30ec\u30d9\u30eb\u3067\u3069\u308c\u3060\u3051\u306e\u53ce\u76ca\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u304b\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-core-formula-and-calculation-examples\">\u30b3\u30a2\u30fb\u30d5\u30a9\u30fc\u30df\u30e5\u30e9\u3068\u8a08\u7b97\u4f8b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c4\u30fc\u30eb\u3084\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306b\u624b\u3092\u51fa\u3059\u524d\u306b\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u306e\u57fa\u672c\u7684\u306a\u8a08\u7b97\u65b9\u6cd5\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3002\u91cd\u8981\u306a\u306e\u306f\u3001\u7d44\u7e54\u5168\u4f53\u3067\u4e00\u8cab\u3057\u305f\u671f\u9593\u3068\u5b9a\u7fa9\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30d9\u30fc\u30b9\u30d5\u30a9\u30fc\u30df\u30e5\u30e9\uff1a<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u671f\u9593\u4e2d\u306e\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\uff1d\u671f\u9593\u4e2d\u306e\u305d\u306e\u9867\u5ba2\u304b\u3089\u306e\u53ce\u76ca\u5408\u8a08\u00f7\u671f\u9593\uff08\u6b63\u898f\u5316\u3055\u308c\u305f\u6570\u5b57\u304c\u5fc5\u8981\u306a\u5834\u5408\uff09<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306e\u5834\u5408\u3001\u3069\u306e\u53ce\u76ca\u6e90\u3092\u542b\u3081\u308b\u304b\u3092\u6c7a\u5b9a\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u4ee3\u8868\u7684\u306a\u53ce\u5165\u6e90\u3068\u3057\u3066\u306f\u3001\u904b\u7528\u5831\u916c\u3001\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30fb\u30d5\u30a3\u30fc\u3001\u4ef2\u4ecb\u624b\u6570\u6599\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30ea\u30c6\u30fc\u30ca\u30fc\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u30fb\u30d5\u30a3\u30fc\u306a\u3069\u304c\u3042\u308b\u3002\u5404\u9805\u76ee\u306f\u3001\u4e00\u8cab\u6027\u3092\u6301\u3063\u3066\u8a08\u7b97\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-yearly-example-for-wealth-management\">\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5e74\u9593\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2A\u306f\u30012024\u5e741\u67081\u65e5\u304b\u30892024\u5e7412\u670831\u65e5\u306e\u9593\u306b\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30d5\u30a3\u30fc\u306724,000\u30b9\u30a4\u30b9\u30fb\u30d5\u30e9\u30f3\u3001\u53d6\u5f15\u30d9\u30fc\u30b9\u306e\u624b\u6570\u6599\u30676,000\u30b9\u30a4\u30b9\u30fb\u30d5\u30e9\u30f3\u3092\u5f97\u305f\u3002\u3053\u306e\u9867\u5ba2\u304b\u3089\u306e\u305d\u306e\u5e74\u306e\u7dcf\u53ce\u5165\u306f30,000\u30b9\u30a4\u30b9\u30fb\u30d5\u30e9\u30f3\u306b\u76f8\u5f53\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-saas-example\">SaaS\u306e\u4f8b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3042\u308b\u6cd5\u4eba\u9867\u5ba2\u304c2,400\u30e6\u30fc\u30ed\u306e\u5e74\u9593\u30d7\u30e9\u30f3\u3092\u5951\u7d04\u3057\u30012024\u5e74\u4e2d\u306b600\u30e6\u30fc\u30ed\u306e\u8d85\u904e\u6599\u91d1\u3092\u652f\u6255\u3046\u3002\u3053\u306e\u9867\u5ba2\u304b\u3089\u306e\u5e74\u9593\u7dcf\u53ce\u5165\u306f3,000\u30e6\u30fc\u30ed\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u5185\u8a33\u306f\u3001\u6bce\u6708\u306e\u7d4c\u5e38\u53ce\u76ca\u3068\u5909\u52d5\u4f7f\u7528\u6599\u3092\u5206\u3051\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-common-pitfalls-to-avoid\">\u907f\u3051\u308b\u3079\u304d\u4e00\u822c\u7684\u306a\u843d\u3068\u3057\u7a74<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u540c\u3058\u8a08\u7b97\u306e\u4e2d\u306b\u7c97\u5229\u76ca\u3068\u7d14\u53ce\u76ca\u304c\u6df7\u5728\u3057\u3066\u3044\u308b<\/li>\n\n\n\n<li>\u53e3\u5ea7\u9593\u306e\u5185\u90e8\u632f\u66ff\u306e\u4e8c\u91cd\u8a08\u4e0a<\/li>\n\n\n\n<li>\u8fd4\u91d1\u3001\u30c1\u30e3\u30fc\u30b8\u30d0\u30c3\u30af\u3001\u624b\u6570\u6599\u514d\u9664\u306e\u7121\u8996<\/li>\n\n\n\n<li>\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u9593\u3067\u4e00\u8cab\u6027\u306e\u306a\u3044\u6642\u9593\u67a0\u3092\u4f7f\u7528<\/li>\n\n\n\n<li>\u53ce\u76ca\u30c7\u30fc\u30bf\u3068\u4f1a\u8a08\u8a18\u9332\u306e\u7167\u5408\u3092\u6020\u3063\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u3088\u3046\u306a\u30a8\u30e9\u30fc\u306f\u3001\u6570\u5b57\u3092\u81a8\u5f35\u3055\u305b\u305f\u308a\u840e\u307e\u305b\u305f\u308a\u3057\u3001\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u4fa1\u683c\u6226\u7565\u3001\u30ea\u30bd\u30fc\u30b9\u914d\u5206\u306b\u95a2\u3059\u308b\u5224\u65ad\u3092\u8aa4\u3089\u305b\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-design-a-revenue-per-client-tracking-framework\">\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u8ffd\u8de1\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306e\u8a2d\u8a08\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3092\u542b\u3080\u30c4\u30fc\u30eb\u3092\u4f7f\u7528\u3059\u308b\u524d\u306b\u3001\u660e\u78ba\u306a\u5b9a\u7fa9\u3068\u53ce\u76ca\u3092\u3069\u306e\u3088\u3046\u306b\u6355\u6349\u3057\u3001\u5206\u985e\u3057\u3001\u5831\u544a\u3059\u308b\u304b\u306e\u67a0\u7d44\u307f\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-define-what-counts-as-a-client\">\u4f55\u304c\u9867\u5ba2\u3068\u3057\u3066\u30ab\u30a6\u30f3\u30c8\u3055\u308c\u308b\u304b\u3092\u5b9a\u7fa9\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u3001\u4f55\u3092\u3082\u3063\u3066\u3042\u306a\u305f\u306e\u7d44\u7e54\u306e\u9867\u5ba2\u3068\u3059\u308b\u304b\u3092\u78ba\u5b9a\u3059\u308b\u3053\u3068\u304b\u3089\u59cb\u3081\u307e\u3057\u3087\u3046\u3002\u9078\u629e\u80a2\u306f\u4ee5\u4e0b\u306e\u901a\u308a\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6cd5\u4eba\uff08\u4f1a\u793e\u307e\u305f\u306f\u500b\u4eba\uff09<\/li>\n\n\n\n<li>\u95a2\u9023\u53e3\u5ea7\u30b0\u30eb\u30fc\u30d7\uff08\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u307e\u305f\u306f\u4f01\u696d\u30b0\u30eb\u30fc\u30d7\uff09<\/li>\n\n\n\n<li>\u4e16\u5e2f\uff08\u8cc7\u7523\u7ba1\u7406\u7528\uff09<\/li>\n\n\n\n<li>\u8907\u6570\u306e\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306b\u307e\u305f\u304c\u308b\u53d7\u76ca\u8005<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u9078\u629e\u306f\u3001\u53ce\u76ca\u306e\u96c6\u8a08\u65b9\u6cd5\u3084\u771f\u306e\u9867\u5ba2\u4fa1\u5024\u306e\u628a\u63e1\u65b9\u6cd5\u306b\u5f71\u97ff\u3059\u308b\u3002\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5b8c\u5168\u306a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u3092\u628a\u63e1\u3059\u308b\u305f\u3081\u306b\u4e16\u5e2f\u306e\u30b0\u30eb\u30fc\u30d4\u30f3\u30b0\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u591a\u3044\u304c\u3001\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u30fb\u30d0\u30f3\u30af\u306f\u6cd5\u4eba\u30ec\u30d9\u30eb\u3067\u8ffd\u8de1\u3059\u308b\u3053\u3068\u3082\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-establish-consistent-time-frames\">\u4e00\u8cab\u3057\u305f\u6642\u9593\u67a0\u3092\u78ba\u7acb\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u3092\u6708\u6b21\u3001\u56db\u534a\u671f\u3001\u5e74\u6b21\u3067\u8ffd\u8de1\u3057\u3001\u53ce\u76ca\u306b\u306f\u5e38\u306b\u8a08\u4e0a\u65e5\u3092\u4ed8\u3051\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u4e00\u8cab\u6027\u3092\u6301\u305f\u305b\u308b\u3053\u3068\u3067\u3001\u671f\u9593\u3092\u307e\u305f\u3044\u3060\u6709\u610f\u7fa9\u306a\u6bd4\u8f03\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u9577\u671f\u7684\u306a\u9867\u5ba2\u53ce\u76ca\u306e\u50be\u5411\u3092\u628a\u63e1\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-tag-revenue-line-items-properly\">\u53ce\u76ca\u9805\u76ee\u306e\u9069\u5207\u306a\u30bf\u30b0\u4ed8\u3051<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5404\u53ce\u5165\u9805\u76ee\u306b\u306f\u3001\u4ee5\u4e0b\u3092\u542b\u3081\u308b\u3079\u304d\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u610f\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u8b58\u5225\u5b50<\/li>\n\n\n\n<li>\u88fd\u54c1\u307e\u305f\u306f\u30b5\u30fc\u30d3\u30b9\u306e\u7a2e\u985e<\/li>\n\n\n\n<li>\u4e88\u7d04\u30bb\u30f3\u30bf\u30fc\uff08\u30c1\u30e5\u30fc\u30ea\u30c3\u30d2\u3084\u30b8\u30e5\u30cd\u30fc\u30d6\u306a\u3069\uff09<\/li>\n\n\n\n<li>\u63b2\u8f09\u65e5<\/li>\n\n\n\n<li>\u53ce\u76ca\u30ab\u30c6\u30b4\u30ea\u30fc\uff08\u7d4c\u5e38\u53ce\u76ca\u304b\u5358\u767a\u53ce\u76ca\u304b\uff09<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-identify-your-data-sources\">\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3092\u7279\u5b9a\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306e\u5178\u578b\u7684\u306a\u30c7\u30fc\u30bf\u30fb\u30bd\u30fc\u30b9\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3042\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0<\/li>\n\n\n\n<li>\u52d8\u5b9a\u7cfb\u30b7\u30b9\u30c6\u30e0<\/li>\n\n\n\n<li>\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u8acb\u6c42\u30c4\u30fc\u30eb<\/li>\n\n\n\n<li>\u4f1a\u8a08\u30bd\u30d5\u30c8<\/li>\n\n\n\n<li>CRM\u30ec\u30b3\u30fc\u30c9<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-crm-as-the-golden-record\">CRM\u3092\u9ec4\u91d1\u8a18\u9332\u3068\u3057\u3066\u6d3b\u7528\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306aCRM\u306f\u3001KYC\u30c7\u30fc\u30bf\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u30bf\u30b0\u3067\u3053\u308c\u3089\u306e\u30bd\u30fc\u30b9\u3092\u7d71\u5408\u3057\u3001\u5145\u5b9f\u3055\u305b\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u304a\u5ba2\u69d8\u306e\u30b4\u30fc\u30eb\u30c7\u30f3\u30ec\u30b3\u30fc\u30c9\u3068\u306a\u308a\u307e\u3059\u3002\u53ce\u76ca\u30c7\u30fc\u30bf\u304c\u5b8c\u5168\u306a\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u63a5\u7d9a\u3055\u308c\u308b\u3068\u3001\u5b64\u7acb\u3057\u305f\u6570\u5b57\u3067\u306f\u306a\u304f\u3001\u5b9f\u7528\u7684\u306a\u30c7\u30fc\u30bf\u6d1e\u5bdf\u304c\u5f97\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-step-by-step-workflow-to-track-revenue-per-client-in-practice\">\u30b9\u30c6\u30c3\u30d7\u30fb\u30d0\u30a4\u30fb\u30b9\u30c6\u30c3\u30d7\u306e\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3067\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u3092\u8ffd\u8de1<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u30b9\u30a4\u30b9\u306e\u4e2d\u898f\u6a21\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304cCRM\u3068\u57fa\u672c\u7684\u306a\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u6a5f\u80fd\u3092\u4f7f\u3063\u3066\u5b9f\u65bd\u3067\u304d\u308b\u5177\u4f53\u7684\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u8aac\u660e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-one-map-client-entities-to-unique-identifiers\">\u30b9\u30c6\u30c3\u30d71\uff1a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u4e00\u610f\u306e\u8b58\u5225\u5b50\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3059\u3079\u3066\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u30a2\u30ab\u30a6\u30f3\u30c8\u3001\u5951\u7d04\u304cCRM\u306e\u5358\u4e00\u306e\u9867\u5ba2\u30ec\u30b3\u30fc\u30c9\u306b\u30ea\u30f3\u30af\u3059\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u3053\u306e\u30de\u30c3\u30d4\u30f3\u30b0\u306b\u3088\u308a\u3001\u4e8c\u91cd\u30ab\u30a6\u30f3\u30c8\u3092\u9632\u304e\u3001\u5404\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u306e\u4fa1\u5024\u3092\u5b8c\u5168\u306b\u628a\u63e1\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-two-integrate-transaction-and-fee-data\">\u30b9\u30c6\u30c3\u30d72\uff1a\u53d6\u5f15\u30c7\u30fc\u30bf\u3068\u624b\u6570\u6599\u30c7\u30fc\u30bf\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u3084\u8acb\u6c42\u30c4\u30fc\u30eb\u304b\u3089CRM\u3084\u30c7\u30fc\u30bf\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u306b\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u3084\u624b\u6570\u6599\u306e\u30c7\u30fc\u30bf\u3092\u65e5\u6b21\u307e\u305f\u306f\u9031\u6b21\u3067\u30a4\u30f3\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305f\u7d71\u5408\u306b\u3088\u308a\u3001\u624b\u4f5c\u696d\u306b\u3088\u308b\u30df\u30b9\u3092\u6e1b\u3089\u3057\u3001\u53ce\u76ca\u30c7\u30fc\u30bf\u3092\u5e38\u306b\u6700\u65b0\u306e\u72b6\u614b\u306b\u4fdd\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-three-aggregate-revenue-by-client-and-period\">\u30b9\u30c6\u30c3\u30d7 3\uff1a\u9867\u5ba2\u5225\u30fb\u671f\u9593\u5225\u53ce\u76ca\u306e\u96c6\u8a08<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c21\u5358\u306a\u30af\u30a8\u30ea\u30fc\u3084CRM\u30ec\u30dd\u30fc\u30c8\u3092\u4f7f\u7528\u3057\u3066\u3001\u9867\u5ba2\u5225\u3001\u671f\u9593\u5225\u306b\u53ce\u76ca\u3092\u96c6\u8a08\u3059\u308b\u3002\u7d99\u7d9a\u624b\u6570\u6599\u3068\u5909\u52d5\u624b\u6570\u6599\u3092\u5206\u3051\u3066\u3001\u305d\u308c\u305e\u308c\u306e\u53ce\u76ca\u306e\u5b89\u5b9a\u6027\u3092\u628a\u63e1\u3059\u308b\u3002\u3053\u306e\u533a\u5225\u306f\u3001\u5c06\u6765\u306e\u53ce\u76ca\u3092\u4e88\u6e2c\u3057\u3001\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u6226\u7565\u3092\u8a08\u753b\u3059\u308b\u4e0a\u3067\u91cd\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-four-validate-outliers-with-relationship-managers\">\u30b9\u30c6\u30c3\u30d74\uff1a\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u7570\u5e38\u5024\u3092\u691c\u8a3c\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u6570\u5b57\u3092\u78ba\u8a8d\u3057\u3001\u7570\u5e38\u5024\u3092\u691c\u8a3c\u3059\u308b\u3002\u53ce\u76ca\u304c\u524d\u56db\u534a\u671f\u6bd4\u3067\u7a81\u713640\uff05\u4ee5\u4e0a\u6e1b\u5c11\u3057\u305f\u308a\u3001\u4e88\u671f\u305b\u306c\u6025\u4e0a\u6607\u3092\u793a\u3057\u305f\u308a\u3057\u305f\u9867\u5ba2\u306b\u306f\u3001\u8b66\u544a\u3092\u767a\u3059\u308b\u3002\u3053\u306e\u3088\u3046\u306a\u7570\u5e38\u5024\u306f\u3001\u9867\u5ba2\u884c\u52d5\u3084\u7af6\u4e89\u529b\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u5909\u5316\u306e\u30b7\u30b0\u30ca\u30eb\u3067\u3042\u308b\u3053\u3068\u304c\u591a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-five-publish-recurring-dashboards\">\u30b9\u30c6\u30c3\u30d75\uff1a\u5b9a\u671f\u7684\u306b\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u516c\u958b\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5c45\u4f4f\u5730\u3001\u30ea\u30b9\u30af\u683c\u4ed8\u3051\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30aa\u30fc\u30ca\u30fc\u306e\u30d5\u30a3\u30eb\u30bf\u3092\u4f7f\u7528\u3057\u3066\u3001\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u55b6\u696d\u30c1\u30fc\u30e0\u3068\u7d4c\u55b6\u5e79\u90e8\u304c\u307b\u307c\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u55b6\u696d\u5b9f\u7e3e\u3092\u76e3\u8996\u3067\u304d\u308b\u3088\u3046\u3001\u5c11\u306a\u304f\u3068\u3082\u6bce\u6708\u66f4\u65b0\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-using-investglass-to-track-revenue-per-client-with-swiss-data-sovereignty\">InvestGlass\u3092\u4f7f\u3063\u3066\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3067\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u3092\u8ffd\u8de1\u3059\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u591a\u304f\u306e\u9280\u884c\u3084\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u9867\u5ba2\u3054\u3068\u306e\u6a5f\u5bc6\u53ce\u76ca\u30c7\u30fc\u30bf\u3092\u6d77\u5916\u306e\u30af\u30e9\u30a6\u30c9\u306b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3067\u304d\u306a\u3044\u3002\u30b9\u30a4\u30b9\u3001EU\u3001\u4e2d\u6771\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u5c45\u4f4f\u8981\u4ef6\u306f\u3001\u7279\u5b9a\u306e\u7ba1\u8f44\u533a\u57df\u5185\u306b\u60c5\u5831\u3092\u4fdd\u6301\u3059\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u8981\u6c42\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u3053\u3067InvestGlass\u306e\u30b9\u30a4\u30b9\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u3001\u307e\u305f\u306f\u69cb\u5185\u3067\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u304c\u4e0d\u53ef\u6b20\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-centralise-client-master-data\">\u9867\u5ba2\u30de\u30b9\u30bf\u30fc\u30c7\u30fc\u30bf\u306e\u4e00\u5143\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass CRM\u306f\u9867\u5ba2\u306e\u30de\u30b9\u30bf\u30fc\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3057\u3001\u7ba1\u7406\u3057\u307e\u3059\u3002 <a class=\"wpil_keyword_link\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\"  rel=\"noopener\" title=\"\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5939\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> KYC\u3068\u9023\u643a\u3057\u3001\u3059\u3079\u3066\u306e\u53ce\u76ca\u95a2\u9023\u5951\u7d04\u3068\u5546\u54c1\u3092\u5404\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u6dfb\u4ed8\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u5bfe\u8a71\u3001\u6587\u66f8\u3001\u53d6\u5f15\u306f\u7d71\u4e00\u3055\u308c\u305f\u8a18\u9332\u306b\u63a5\u7d9a\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-integrate-revenue-data-sources\">\u53ce\u76ca\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u306e\u7d71\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u7d71\u5408\u307e\u305f\u306f\u30d5\u30e9\u30c3\u30c8\u30d5\u30a1\u30a4\u30eb\u30a4\u30f3\u30dd\u30fc\u30c8\u306f\u3001\u3059\u3067\u306b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u30ea\u30f3\u30af\u3055\u308c\u3066\u3044\u308bInvestGlass\u30aa\u30d6\u30b8\u30a7\u30af\u30c8\u306b\u624b\u6570\u6599\u30c7\u30fc\u30bf\u3092\u30d5\u30a3\u30fc\u30c9\u3057\u307e\u3059\u3002\u6bce\u65e5\u306eAPI\u63a5\u7d9a\u3084\u6bce\u9031\u306eCSV\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9\u306b\u95a2\u308f\u3089\u305a\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u76e3\u67fb\u8a3c\u8de1\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u51e6\u7406\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-build-custom-dashboards\">\u30ab\u30b9\u30bf\u30e0\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306e\u69cb\u7bc9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u3067\u30ab\u30b9\u30bf\u30e0\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u4f5c\u6210\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u306e\u7d4c\u5e74\u63a8\u79fb<\/li>\n\n\n\n<li>\u30bb\u30b0\u30e1\u30f3\u30c8\u5225\u304a\u3088\u3073\u6240\u5728\u5730\u5225\u53ce\u76ca<\/li>\n\n\n\n<li>\u4e0a\u4f4d10\uff05\u306e\u9867\u5ba2\u306b\u53ce\u76ca\u304c\u96c6\u4e2d<\/li>\n\n\n\n<li>\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u5e73\u5747\u58f2\u4e0a\u9ad8\u306e\u524d\u5e74\u6bd4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u308c\u3089\u306e\u30d3\u30b8\u30e5\u30a2\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u306b\u3088\u308a\u3001\u4e3b\u8981\u306a\u6307\u6a19\u3092\u4e00\u76ee\u3067\u77e5\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u53ce\u76ca\u306e\u62e1\u5927\u3084\u89e3\u7d04\u30ea\u30b9\u30af\u3078\u306e\u5bfe\u5fdc\u304c\u5fc5\u8981\u306a\u7b87\u6240\u3092\u7279\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-automate-alerts-for-churn-signals\">\u89e3\u7d04\u30b7\u30b0\u30ca\u30eb\u306b\u5bfe\u3059\u308b\u30a2\u30e9\u30fc\u30c8\u306e\u81ea\u52d5\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u9867\u5ba2\u306e\u53ce\u76ca\u304c\u904e\u53bb\u306e\u57fa\u6e96\u5024\u3092\u4e0b\u56de\u3063\u305f\u5834\u5408\u306b\u30bf\u30b9\u30af\u3084\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u30c8\u30ea\u30ac\u30fc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3042\u308b\u30d7\u30e9\u30c1\u30ca\u9867\u5ba2\u306e\u53ce\u76ca\u304c2\u56db\u534a\u671f\u306725\uff05\u6e1b\u5c11\u3057\u305f\u5834\u5408\u3001\u8cc7\u7523\u304c\u4ed6\u3078\u79fb\u308b\u524d\u306b\u3001\u30b7\u30b9\u30c6\u30e0\u306f\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u8b66\u544a\u3092\u767a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintain-data-sovereignty\">\u30c7\u30fc\u30bf\u306e\u4e3b\u6a29\u3092\u7dad\u6301\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u30bd\u30d6\u30ea\u30f3\u3067\u3042\u308b\u305f\u3081\u3001\u30b9\u30a4\u30b9\u3001EU\u3001\u4e2d\u6771\u306e\u9867\u5ba2\u306f\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u898f\u5247\u3092\u9075\u5b88\u3057\u306a\u304c\u3089\u3001\u7d71\u5408\u53ce\u76ca\u5206\u6790\u3092\u4eab\u53d7\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u59a5\u5354\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u6700\u65b0\u306e\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u306e\u30e1\u30ea\u30c3\u30c8\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-segmenting-clients-by-revenue-and-profitability\">\u53ce\u76ca\u3068\u53ce\u76ca\u6027\u306b\u3088\u308b\u9867\u5ba2\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u5316<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u751f\u53ce\u5165\u306f\u51fa\u767a\u70b9\u306b\u904e\u304e\u306a\u3044\u3002\u4f01\u696d\u304c\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u3044\u3066\u884c\u52d5\u3057\u3001\u30ea\u30bd\u30fc\u30b9\u3092\u52b9\u679c\u7684\u306b\u914d\u5206\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-simple-tiering-model\">\u30b7\u30f3\u30d7\u30eb\u306a\u30c6\u30a3\u30a2\u30ea\u30f3\u30b0\u30fb\u30e2\u30c7\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e74\u9593\u58f2\u4e0a\u9ad8\u306b\u57fa\u3065\u304f\u968e\u5c64\u5316\u30e2\u30c7\u30eb\u3092\u691c\u8a0e\u3059\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p>\u30c6\u30a3\u30a2<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u5e74\u9593\u53ce\u5165<\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p>\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb<\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30d7\u30e9\u30c1\u30ca<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>50,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0a<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5c02\u4efb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u30fb\u30ec\u30dd\u30fc\u30c8<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b4\u30fc\u30eb\u30c9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10,000\uff5e50,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u5b9a\u671f\u7684\u306a\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3001\u30bb\u30df\u30fb\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u30c9\u30fb\u30b5\u30fc\u30d3\u30b9<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p>\u30b3\u30a2<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>10,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u4ee5\u4e0b<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u81ea\u52d5\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30bb\u30eb\u30d5\u30b5\u30fc\u30d3\u30b9\u30fb\u30dd\u30fc\u30bf\u30eb<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-cross-revenue-with-cost-to-serve\">\u30af\u30ed\u30b9\u53ce\u5165\u3068\u30b5\u30fc\u30d3\u30b9\u30b3\u30b9\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u58f2\u4e0a\u3060\u3051\u3067\u306f\u53ce\u76ca\u6027\u306f\u308f\u304b\u3089\u306a\u3044\u3002\u9867\u5ba21\u793e\u3042\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3068\u3001\u8cbb\u3084\u3057\u305f\u6642\u9593\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u56de\u6570\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u306a\u3069\u306e\u6982\u7b97\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u30b3\u30b9\u30c8\u3092\u639b\u3051\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u5e73\u5747\u5229\u76ca\u7387\u3084\u5404\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u304c\u5b9f\u969b\u306b\u3069\u308c\u3060\u3051\u306e\u5229\u76ca\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u304b\u3092\u63a8\u5b9a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e74\u95934\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3092\u7a3c\u3050\u9867\u5ba2\u306f\u3001\u6bce\u9031\u306e\u96fb\u8a71\u3001\u983b\u7e41\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u8abf\u6574\u3001\u624b\u6570\u6599\u4ee5\u4e0a\u306e\u30ea\u30bd\u30fc\u30b9\u3092\u6d88\u8cbb\u3059\u308b\u7d76\u3048\u9593\u306a\u3044\u30b5\u30dd\u30fc\u30c8\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u306b\u6c17\u3065\u304f\u307e\u3067\u306f\u3001\u8cb4\u91cd\u306a\u5b58\u5728\u306b\u601d\u3048\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-map-service-models-to-tiers\">\u30b5\u30fc\u30d3\u30b9\u30fb\u30e2\u30c7\u30eb\u3092\u968e\u5c64\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u30b5\u30fc\u30d3\u30b9\u30fb\u30e2\u30c7\u30eb\u3092\u968e\u5c64\u306b\u5408\u308f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30d7\u30e9\u30c1\u30ca\u9867\u5ba2\u306f\u3001\u5c02\u5c5e\u306e\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30aa\u30fc\u30c0\u30fc\u30e1\u30a4\u30c9\u306e\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u53d7\u3051\u308b\u3002\u30b3\u30a2\u9867\u5ba2\u306f\u3001\u4e3b\u306b\u81ea\u52d5\u5316\u3055\u308c\u305f\u30bf\u30c3\u30c1\u30dd\u30a4\u30f3\u30c8\u3068\u30c7\u30b8\u30bf\u30eb\u30dd\u30fc\u30bf\u30eb\u3092\u901a\u3058\u3066\u3084\u308a\u53d6\u308a\u3092\u884c\u3046\u3002\u3053\u306e\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30b0\u30eb\u30fc\u30d7\u306e\u9867\u5ba2\u6e80\u8db3\u5ea6\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u5229\u76ca\u7387\u3092\u6700\u9069\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalise-marketing-by-tier\">\u968e\u5c64\u5225\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306e\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306f\u5404\u968e\u5c64\u306b\u7570\u306a\u308b\u30b3\u30f3\u30c6\u30f3\u30c4\u30b8\u30e3\u30fc\u30cb\u30fc\u3092\u9001\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u9867\u5ba2\u306b\u306f\u3001\u5148\u9032\u7684\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30a4\u30f3\u30b5\u30a4\u30c8\u3068\u9650\u5b9a\u30a4\u30d9\u30f3\u30c8\u3078\u306e\u62db\u5f85\u3092\u304a\u5c4a\u3051\u3057\u307e\u3059\u3002\u65b0\u8208\u9867\u5ba2\u306b\u306f\u3001\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u3092\u9ad8\u3081\u308b\u305f\u3081\u306e\u6559\u80b2\u30b3\u30f3\u30c6\u30f3\u30c4\u3084\u30d7\u30ed\u30f3\u30d7\u30c8\u304c\u9001\u3089\u308c\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u30ed\u30a4\u30e4\u30eb\u30c6\u30a3\u3092\u9ad8\u3081\u3001\u30ed\u30a4\u30e4\u30eb\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u6df1\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-regulatory-considerations\">\u898f\u5236\u306b\u95a2\u3059\u308b\u8003\u5bdf<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u9069\u5408\u6027\u3084\u516c\u5e73\u6027\u306e\u30eb\u30fc\u30eb\u306b\u9055\u53cd\u3057\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u3002\u968e\u5c64\u5316\u306e\u57fa\u6e96\u3068\u30b5\u30fc\u30d3\u30b9\u306e\u5dee\u5225\u5316\u3092CRM\u306b\u6587\u66f8\u5316\u3059\u308b\u3002\u898f\u5236\u5f53\u5c40\u304b\u3089\u30b5\u30fc\u30d3\u30b9\u30fb\u30ec\u30d9\u30eb\u306e\u6c7a\u5b9a\u65b9\u6cd5\u3092\u554f\u308f\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3001\u900f\u660e\u6027\u304c\u9ad8\u304f\u3001\u76e3\u67fb\u53ef\u80fd\u306a\u30ed\u30b8\u30c3\u30af\u304c\u4f1a\u793e\u3092\u4fdd\u8b77\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-combining-revenue-per-client-with-other-key-metrics\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3068\u305d\u306e\u4ed6\u306e\u4e3b\u8981\u6307\u6a19\u306e\u7d44\u307f\u5408\u308f\u305b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u306f\u3001\u30d3\u30b8\u30cd\u30b9\u30fb\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u5168\u4f53\u50cf\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u8ffd\u52a0\u7684\u306a\u4e3b\u8981\u696d\u7e3e\u8a55\u4fa1\u6307\u6a19\u306e\u5c0f\u3055\u306a\u30bb\u30c3\u30c8\u3068\u7d44\u307f\u5408\u308f\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u3088\u308a\u5f37\u529b\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-pair-with-customer-lifetime-value\">\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\u3068\u306e\u7d44\u307f\u5408\u308f\u305b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u3068\u9867\u5ba2\u751f\u6daf\u4fa1\u5024\u3092\u30da\u30a2\u306b\u3057\u3066\u3001\u6f5c\u5728\u6027\u306f\u9ad8\u3044\u304c\u307e\u3060\u521d\u671f\u6bb5\u968e\u306e\u95a2\u4fc2\u3092\u7279\u5b9a\u3059\u308b\u3002\u53ce\u76ca\u6210\u9577\u7387\u304c\u901f\u3044\u65b0\u898f\u9867\u5ba2\u306f\u3001\u73fe\u5728\u306e\u6570\u5b57\u304c\u305d\u3053\u305d\u3053\u3067\u3082\u3001\u5c06\u6765\u306e\u53ce\u76ca\u30dd\u30c6\u30f3\u30b7\u30e3\u30eb\u304c\u9ad8\u3044\u3053\u3068\u3092\u793a\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u95a2\u4fc2\u306f\u3001\u9867\u5ba2\u95a2\u4fc2\u3078\u306e\u6295\u8cc7\u3068\u7a4d\u6975\u7684\u306a\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u306b\u5024\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-combine-with-churn-risk-signals\">\u89e3\u7d04\u30ea\u30b9\u30af\u30b7\u30b0\u30ca\u30eb\u3068\u7d44\u307f\u5408\u308f\u305b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3042\u305f\u308a\u306e\u53ce\u76ca\u3068\u89e3\u7d04\u7387\u306e\u30b7\u30b0\u30ca\u30eb\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30ea\u30b9\u30af\u8abf\u6574\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002\u63a5\u89e6\u983b\u5ea6\u306e\u4f4e\u4e0b\u3001\u82e6\u60c5\u3001\u8cc7\u7523\u306e\u6d41\u51fa\u3092\u53ce\u76ca\u6307\u6a19\u3068\u4e26\u884c\u3057\u3066\u8ffd\u8de1\u3057\u307e\u3059\u3002\u9ad8\u53ce\u76ca\u9867\u5ba2\u304c\u8907\u6570\u306e\u8b66\u544a\u30b5\u30a4\u30f3\u3092\u793a\u3057\u305f\u5834\u5408\u3001\u4f55\u5e74\u3082\u304b\u3051\u3066\u69cb\u7bc9\u3057\u305f\u53ce\u76ca\u3068\u9867\u5ba2\u53ce\u76ca\u306e\u4e21\u65b9\u3092\u5931\u3046\u524d\u306b\u3001\u4ecb\u5165\u3092\u512a\u5148\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-arpu-for-portfolio-context\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u306bARPU\u3092\u4f7f\u3046<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">ARPU\u306f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u5e73\u5747\u3092\u793a\u3057\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u306f\u5206\u6563\u3092\u660e\u3089\u304b\u306b\u3059\u308b\u3002\u4e0a\u4f4d10\u793e\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u4e2d\u592e\u5024\u3088\u308a\u3069\u306e\u7a0b\u5ea6\u4e0a\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u308b\u304b\u3092\u628a\u63e1\u3059\u308b\u3053\u3068\u3067\u3001\u96c6\u4e2d\u30ea\u30b9\u30af\u3068\u6a5f\u4f1a\u304c\u660e\u3089\u304b\u306b\u306a\u308b\u3002\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u5e73\u5747\u53ce\u76ca\u304c12,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3067\u3042\u3063\u3066\u3082\u3001\u4e0a\u4f4d20\u793e\u306e\u5e73\u5747\u53ce\u76ca\u304c85,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3\u3067\u3042\u308c\u3070\u3001\u96c6\u4e2d\u30ea\u30b9\u30af\u3068\u660e\u78ba\u306a\u30a2\u30c3\u30d7\u30bb\u30ea\u30f3\u30b0\u30bf\u30fc\u30b2\u30c3\u30c8\u306e\u4e21\u65b9\u3092\u62b1\u3048\u3066\u3044\u308b\u3053\u3068\u306b\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connect-to-compliance-data\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30c7\u30fc\u30bf\u3078\u306e\u63a5\u7d9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e2025\u5e74\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3067\u306f\u3001\u30ea\u30b9\u30af\u8a55\u4fa1\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u3092\u8868\u793a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306f\u3001\u9ad8\u53ce\u76ca\u306e\u9867\u5ba2\u304c\u9069\u5207\u306a\u7cbe\u67fb\u3092\u53d7\u3051\u308b\u3053\u3068\u306a\u304f\u4f53\u7cfb\u7684\u306b\u9ad8\u30ea\u30b9\u30af\u306e\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u96c6\u307e\u3063\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u53ce\u76ca\u30c7\u30fc\u30bf\u3068KYC\u3092\u95a2\u9023\u4ed8\u3051\u308b\u3053\u3068\u3067\u3001\u8cb4\u793e\u306e\u6210\u9577\u304c\u898f\u5236\u4e0a\u306e\u30ea\u30b9\u30af\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u304c\u306a\u3044\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-support-quarterly-business-reviews\">\u56db\u534a\u671f\u3054\u3068\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u3092\u30b5\u30dd\u30fc\u30c8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56db\u534a\u671f\u3054\u3068\u306e\u30d3\u30b8\u30cd\u30b9\u30fb\u30ec\u30d3\u30e5\u30fc\u3067\u306f\u3001\u3053\u306e\u6307\u6a19\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001\u30ea\u30bd\u30fc\u30b9\u914d\u5206\u306e\u6307\u91dd\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u55b6\u696d\u62c5\u5f53\u8005\u306f\u3001\u3069\u306e\u95a2\u4fc2\u304c\u3055\u3089\u306a\u308b\u6ce8\u610f\u3092\u6255\u3046\u306b\u5024\u3059\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306f\u3001\u30af\u30ed\u30b9\u30bb\u30ea\u30f3\u30b0\u3084\u30b5\u30fc\u30d3\u30b9\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u901a\u3058\u3066\u53ce\u76ca\u3092\u5897\u52a0\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u6700\u3082\u9ad8\u3044\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-common-mistakes-when-tracking-revenue-per-client-and-how-to-avoid-them\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u3092\u8ffd\u8de1\u3059\u308b\u969b\u306e\u3088\u304f\u3042\u308b\u9593\u9055\u3044\u3068\u305d\u306e\u56de\u907f\u65b9\u6cd5<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d17\u7df4\u3055\u308c\u305f\u4f01\u696d\u3067\u3042\u3063\u3066\u3082\u3001\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u306e\u8a08\u7b97\u3092\u8aa4\u308b\u3053\u3068\u306f\u3088\u304f\u3042\u308a\u3001\u4fa1\u683c\u6226\u7565\u306e\u8aa4\u308a\u3084\u6ce8\u610f\u306e\u6563\u6f2b\u306b\u3064\u306a\u304c\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-inconsistent-client-definitions\">\u4e00\u8cab\u6027\u306e\u306a\u3044\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5b9a\u7fa9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d7\u76ca\u8005\u30ec\u30d9\u30eb\u3067\u96c6\u8a08\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001\u5404\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u500b\u5225\u306e\u9867\u5ba2\u3068\u3057\u3066\u30ab\u30a6\u30f3\u30c8\u3059\u308b\u3068\u3001\u9867\u5ba2\u6570\u304c\u81a8\u308c\u4e0a\u304c\u308a\u3001\u9867\u5ba2\u3042\u305f\u308a\u306e\u53ce\u76ca\u304c\u6e1b\u5c11\u3057\u307e\u3059\u3002InvestGlass\u306eKYC\u30c7\u30fc\u30bf\u3067\u306f\u3001\u3059\u3079\u3066\u306e\u53e3\u5ea7\u30921\u3064\u306e\u30de\u30b9\u30bf\u30fc\u30ec\u30b3\u30fc\u30c9\u306b\u30ea\u30f3\u30af\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u554f\u984c\u3092\u89e3\u6c7a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-ignoring-negative-adjustments\">\u30de\u30a4\u30ca\u30b9\u8abf\u6574\u306e\u7121\u8996<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30d9\u30fc\u30c8\u3001\u624b\u6570\u6599\u514d\u9664\u3001\u6255\u3044\u623b\u3057\u3001\u307e\u305f\u306f\u30c1\u30e3\u30fc\u30b8\u30d0\u30c3\u30af\u306e\u8a08\u4e0a\u3092\u6020\u308b\u3068\u3001\u53ce\u76ca\u306e\u6570\u5b57\u304c\u81a8\u3089\u3080\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u6b63\u78ba\u306a\u8ca1\u52d9\u5b9f\u7e3e\u3092\u5206\u6790\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u3059\u3079\u3066\u306e\u8abf\u6574\u5f8c\u306e\u7d14\u53ce\u5165\u3092\u628a\u63e1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-manual-spreadsheet-approaches\">\u624b\u52d5\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u30fb\u30a2\u30d7\u30ed\u30fc\u30c1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d44\u7e54\u304c\u6570\u767e\u306e\u9867\u5ba2\u3092\u8d85\u3048\u3066\u5927\u304d\u304f\u306a\u3063\u305f\u308a\u30012024\u5e74\u30842025\u5e74\u306e\u898f\u5236\u5909\u66f4\u3067\u5831\u544a\u8981\u4ef6\u304c\u5909\u308f\u3063\u305f\u308a\u3059\u308b\u3068\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u306b\u3088\u308b\u30c8\u30e9\u30c3\u30ad\u30f3\u30b0\u306f\u7834\u7dbb\u3059\u308b\u300250\u4eba\u306e\u9867\u5ba2\u898f\u6a21\u3067\u306f\u3046\u307e\u304f\u3044\u3063\u3066\u3082\u3001500\u4eba\u306b\u306a\u308b\u3068\u624b\u306b\u8ca0\u3048\u306a\u304f\u306a\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-mixing-recurring-and-one-off-revenue\">\u7d4c\u5e38\u53ce\u76ca\u3068\u5358\u767a\u53ce\u76ca\u306e\u6df7\u5408<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d4c\u5e38\u53ce\u76ca\u3068\u5358\u767a\u53d6\u5f15\u3068\u306e\u5206\u96e2\u3092\u6020\u308b\u3068\u3001\u9577\u671f\u7684\u306a\u8a08\u753b\u304c\u56f0\u96e3\u306b\u306a\u308b\u3002\u6708\u6b21\u7d4c\u5e38\u53ce\u76ca\u3068\u5e74\u6b21\u7d4c\u5e38\u53ce\u76ca\u306f\u4e88\u6e2c\u53ef\u80fd\u306a\u30d9\u30fc\u30b9\u30e9\u30a4\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u304c\u3001\u5358\u767a\u53d6\u5f15\u306f\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u9ad8\u3081\u308b\u3002\u5225\u3005\u306b\u8ffd\u8de1\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-solutions\">\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u76e3\u67fb\u3055\u308c\u305fCRM\u307e\u305f\u306f\u30c7\u30fc\u30bf\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u3078\u306e\u7ba1\u7406\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d5\u30ed\u30fc\u3092\u4f7f\u7528\u3059\u308b\u3002<\/li>\n\n\n\n<li>\u4f1a\u8a08\u30b7\u30b9\u30c6\u30e0\u3068\u306e\u5b9a\u671f\u7684\u306a\u7167\u5408\u306e\u5b9f\u65bd<\/li>\n\n\n\n<li>\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u53ce\u76ca\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u6a29\u9650\u30d9\u30fc\u30b9\u306e\u5b9f\u88c5<\/li>\n\n\n\n<li>\u3059\u3079\u3066\u306e\u8a08\u7b97\u65b9\u6cd5\u3092\u5b9a\u7fa9\u3057\u3001\u6587\u66f8\u5316\u3059\u308b<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-often-to-review-revenue-per-client-and-with-whom\">\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u306e\u898b\u76f4\u3057\u306e\u983b\u5ea6\u3068\u76f8\u624b\u5148<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u306e\u4fa1\u5024\u306f\u3001\u4e00\u56de\u9650\u308a\u306e\u5206\u6790\u3067\u306f\u306a\u304f\u3001\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u304b\u3089\u751f\u307e\u308c\u308b\u3002\u7d44\u7e54\u306e\u30ea\u30ba\u30e0\u306b\u5408\u3063\u305f\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\u3092\u884c\u3044\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-monthly-reviews\">\u6708\u6b21\u30ec\u30d3\u30e5\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u30c1\u30fc\u30e0\u30fb\u30ea\u30fc\u30c0\u30fc\u306f\u3001\u9867\u5ba2\u4e00\u4eba\u5f53 \u305f\u308a\u306e\u53ce\u76ca\u3092\u6bce\u6708\u898b\u76f4\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u3053\u306e\u983b\u5ea6\u306b\u3088\u3063\u3066\u3001\u9867\u5ba2\u306e\u884c\u52d5\u3084\u30a6\u30a9\u30ec\u30c3\u30c8\u30b7\u30a7\u30a2\u306e\u5909\u5316\u304c\u6df1\u523b\u306a\u554f\u984c\u306b\u306a\u308b\u524d\u306b\u3001\u65e9\u671f\u306b\u767a\u898b\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u55b6\u696d\u62c5\u5f53\u8005\u304c\u4e3b\u8981\u9867\u5ba2\u306e\u53ce\u76ca\u304c15\uff05\u6e1b\u5c11\u3057\u3066\u3044\u308b\u3053\u3068\u306b\u6c17\u3065\u3051\u3070\u3001\u8abf\u67fb\u3057\u3066\u8fc5\u901f\u306b\u5bfe\u5fdc\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-quarterly-executive-reviews\">\u56db\u534a\u671f\u3054\u3068\u306e\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30fb\u30ec\u30d3\u30e5\u30fc<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56db\u534a\u671f\u3054\u3068\u306b\u3001\u58f2\u4e0a\u9ad8\u4e0a\u4f4d50\u793e\u307e\u305f\u306f\u4e0a\u4f4d100\u793e\u306e\u9867\u5ba2\u306b\u3064\u3044\u3066\u3001\u7d4c\u55b6\u5e79\u90e8\u30ec\u30d9\u30eb\u3067\u30ec\u30d3\u30e5\u30fc\u3092\u884c\u3046\u3002\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u53ce\u76ca\u6027\u306e\u898b\u8fbc\u307f\u3001\u6210\u9577\u6a5f\u4f1a\u3092\u542b\u3081\u308b\u3002\u3053\u306e\u30ec\u30d3\u30e5\u30fc\u306f\u55b6\u696d\u6226\u7565\u306b\u53cd\u6620\u3055\u308c\u3001\u9867\u5ba2\u7372\u5f97\u3068\u9867\u5ba2\u7dad\u6301\u306e\u3069\u3061\u3089\u306b\u6295\u8cc7\u3059\u3079\u304d\u304b\u3092\u7279\u5b9a\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-annual-deep-dives\">\u5e74\u9593\u30c7\u30a3\u30fc\u30d7\u30fb\u30c0\u30a4\u30d6<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6bce\u5e741\u6708\u306b\u3001\u524d\u671f\u306e\u58f2\u4e0a\u304b\u308912\u30f6\u6708\u5206\u306e\u9867\u5ba2\u3054\u3068\u306e\u58f2\u4e0a\u30c7\u30fc\u30bf\u3092\u4f7f\u3063\u3066\u3001\u5e74\u9593\u30c7\u30a3\u30fc\u30d7\u30c0\u30a4\u30d6\u3092\u5b9f\u65bd\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u6d1e\u5bdf\u306f\u3001\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u3057\u304d\u3044\u5024\u3092\u6539\u826f\u3057\u3001\u30b5\u30fc\u30d3\u30b9\u30e2\u30c7\u30eb\u3092\u66f4\u65b0\u3057\u3001\u6765\u5e74\u306e\u5168\u4f53\u7684\u306a\u8ca9\u58f2\u5b9f\u7e3e\u306e\u76ee\u6a19\u3092\u8a2d\u5b9a\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-sample-quarterly-review-agenda\">\u56db\u534a\u671f\u30ec\u30d3\u30e5\u30fc\u30fb\u30a2\u30b8\u30a7\u30f3\u30c0\u306e\u30b5\u30f3\u30d7\u30eb<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u9867\u5ba21\u793e\u5f53\u305f\u308a\u306e\u58f2\u4e0a\u9ad8\u306e\u50be\u5411\u58f2\u4e0a\u9ad8\u4e0a\u4f4d50\u793e\u306e\u524d\u56db\u534a\u671f\u6bd4\u63a8\u79fb<\/li>\n\n\n\n<li>\u9867\u5ba2\u6e1b\u5c11\u30ea\u30b9\u30af\uff1a\u53ce\u76ca\u307e\u305f\u306f\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u4f4e\u4e0b\u3057\u3066\u3044\u308b\u9867\u5ba2<\/li>\n\n\n\n<li>\u53ce\u76ca\u6027\u5206\u6790\uff1a\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u53ce\u76ca\u5bfe\u30b5\u30fc\u30d3\u30b9\u30b3\u30b9\u30c8<\/li>\n\n\n\n<li>\u30af\u30ed\u30b9\u30bb\u30eb\u306e\u6a5f\u4f1a\uff1a\u8cfc\u5165\u983b\u5ea6\u3084\u30b5\u30fc\u30d3\u30b9\u5229\u7528\u72b6\u6cc1\u306b\u5fdc\u3058\u3066\u62e1\u5927\u304c\u898b\u8fbc\u3081\u308b\u9867\u5ba2<\/li>\n\n\n\n<li>\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30d5\u30e9\u30b0\u8ffd\u52a0\u306eKYC\u30ec\u30d3\u30e5\u30fc\u304c\u5fc5\u8981\u306a\u9ad8\u53ce\u76ca\u9867\u5ba2<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u306f\u3001\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30b7\u30c3\u30d7\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u8cac\u4efb\u8005\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30aa\u30d5\u30a3\u30b5\u30fc\u306b\u5408\u308f\u305b\u305f\u4fdd\u5b58\u3055\u308c\u305f\u30d3\u30e5\u30fc\u3067\u3001\u3053\u308c\u3089\u306e\u624b\u9806\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-aligning-revenue-per-client-tracking-with-compliance-and-kyc\">\u9867\u5ba2\u4e00\u4eba\u5f53\u305f\u308a\u306e\u53ce\u76ca\u8ffd\u8de1\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304a\u3088\u3073KYC\u306e\u6574\u5408\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3084\u4fdd\u967a\u306a\u3069\u306e\u898f\u5236\u5206\u91ce\u3067\u306f\u3001\u9867\u5ba2\u306b\u95a2\u3059\u308b\u3042\u3089\u3086\u308b\u6307\u6a19\u306fKYC\u30c7\u30fc\u30bf\u3068\u898f\u5236\u4e0a\u306e\u7fa9\u52d9\u3092\u5c0a\u91cd\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u53ce\u76ca\u30a2\u30ca\u30ea\u30c6\u30a3\u30af\u30b9\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3068\u5207\u308a\u96e2\u3057\u3066\u5b58\u5728\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-connect-revenue-to-kyc-profiles\">\u53ce\u76ca\u3068KYC\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u7d50\u3073\u3064\u3051\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306eKYC\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u306f\u3001\u5c45\u4f4f\u5730\u3001\u7d0d\u7a0e\u72b6\u6cc1\u3001\u30ea\u30b9\u30af\u30ab\u30c6\u30b4\u30ea\u30fc\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u7570\u5e38\u306a\u96c6\u4e2d\u3084\u30d1\u30bf\u30fc\u30f3\u3092\u76e3\u8996\u3059\u308b\u305f\u3081\u306b\u3001\u3053\u308c\u3089\u306e\u5c5e\u6027\u3092\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u306b\u30ea\u30f3\u30af\u3055\u305b\u307e\u3059\u3002\u30ea\u30b9\u30af\u306e\u9ad8\u3044\u6cd5\u57df\u306e\u9867\u5ba2\u304b\u3089\u306e\u53ce\u76ca\u304c\u7a81\u7136\u6025\u5897\u3057\u305f\u5834\u5408\u3001\u8abf\u67fb\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-implement-compliance-rules\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30eb\u30fc\u30eb\u306e\u5c0e\u5165<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30fb\u30eb\u30fc\u30eb\u3092\u4f5c\u6210\u3057\u3001\u7279\u5b9a\u306e\u7d44\u307f\u5408\u308f\u305b\u306b\u30d5\u30e9\u30b0\u3092\u7acb\u3066\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u53ce\u76ca\u304c\u95be\u5024\u3092\u8d85\u3048\u3066\u6025\u4e0a\u6607\u3057\u3066\u3044\u308b\u9867\u5ba2\u3068\u9ad8\u30ea\u30b9\u30af\u306e\u683c\u4ed8\u3051\u304c\u7d44\u307f\u5408\u308f\u3055\u3063\u305f\u5834\u5408\u306a\u3069\u3067\u3059\u3002\u3053\u306e\u3088\u3046\u306a\u81ea\u52d5\u5316\u3055\u308c\u305f\u30a2\u30e9\u30fc\u30c8\u306b\u3088\u308a\u3001\u3059\u3079\u3066\u306e\u53e3\u5ea7\u3092\u624b\u52d5\u3067\u78ba\u8a8d\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u76e3\u8996\u3092\u78ba\u5b9f\u306b\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-maintain-data-residency\">\u30c7\u30fc\u30bf\u30fb\u30ec\u30b8\u30c7\u30f3\u30b7\u30fc\u306e\u7dad\u6301<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0CRM\u307e\u305f\u306f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u30b7\u30b9\u30c6\u30e0\u5185\u306b\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u5206\u6790\u3092\u4fdd\u5b58\u3059\u308b\u3053\u3068\u3067\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30c7\u30fc\u30bf\u8ee2\u9001\u306e\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3001\u76e3\u67fb\u8a3c\u8de1\u3092\u7c21\u7d20\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u898f\u5236\u5f53\u5c40\u304b\u3089\u8cea\u554f\u3092\u53d7\u3051\u305f\u969b\u306b\u3082\u3001\u6a5f\u5bc6\u30c7\u30fc\u30bf\u304c\u56fd\u5916\u306b\u6d41\u51fa\u3057\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u8a3c\u660e\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-prepare-for-audits\">\u76e3\u67fb\u306b\u5099\u3048\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u3054\u3068\u306e\u58f2\u4e0a\u5831\u544a\u66f8\u306f\u3001\u5185\u90e8\u76e3\u67fb\u307e\u305f\u306f\u898f\u5236\u5f53\u5c40\u304b\u3089\u8981\u6c42\u3055\u308c\u308b\u3053\u3068\u304c\u3042\u308b\u3002\u305d\u306e\u5834\u3057\u306e\u304e\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3067\u306f\u306a\u304f\u3001\u30d0\u30fc\u30b8\u30e7\u30f3\u7ba1\u7406\u3055\u308c\u305f\u518d\u73fe\u53ef\u80fd\u306a\u8a08\u7b97\u66f8\u3092\u4fdd\u7ba1\u3059\u308b\u3053\u3068\u3002\u65b9\u6cd5\u8ad6\u3001\u30c7\u30fc\u30bf\u30bd\u30fc\u30b9\u3001\u304a\u3088\u3073\u5404\u5831\u544a\u671f\u9593\u4e2d\u306b\u884c\u3063\u305f\u8abf\u6574\u3092\u6587\u66f8\u5316\u3059\u308b\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-control-access-appropriately\">\u9069\u5207\u306a\u30a2\u30af\u30bb\u30b9\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f79\u5272\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u3092\u5c0e\u5165\u3057\u3001\u6a29\u9650\u306e\u3042\u308b\u30b9\u30bf\u30c3\u30d5\u306e\u307f\u304c\u9867\u5ba2\u3054\u3068\u306e\u8a73\u7d30\u306a\u53ce\u76ca\u3092\u95b2\u89a7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3002\u305d\u306e\u4ed6\u306e\u30b9\u30bf\u30c3\u30d5\u306b\u306f\u3001\u305d\u308c\u305e\u308c\u306e\u8077\u52d9\u306b\u9069\u3057\u305f\u96c6\u8a08\u5024\u3092\u898b\u305b\u308b\u3002\u82e5\u624b\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30c1\u30fc\u30e0\u30e1\u30f3\u30d0\u30fc\u306f\u3001\u500b\u3005\u306e\u9867\u5ba2\u306e\u53ce\u76ca\u3092\u77e5\u308b\u5fc5\u8981\u306f\u306a\u3044\u304c\u3001\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u8a08\u753b\u306e\u305f\u3081\u306b\u30bb\u30b0\u30e1\u30f3\u30c8\u30ec\u30d9\u30eb\u306e\u30c7\u30fc\u30bf\u304c\u5fc5\u8981\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-faq\">\u3088\u304f\u3042\u308b\u3054\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-do-i-start-tracking-revenue-per-client-if-my-data-is-scattered-across-systems\">\u30c7\u30fc\u30bf\u304c\u5404\u30b7\u30b9\u30c6\u30e0\u306b\u5206\u6563\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u8ffd\u8de1\u3092\u958b\u59cb\u3059\u308b\u306b\u306f\u3069\u3046\u3059\u308c\u3070\u3088\u3044\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u521d\u306e\u30b9\u30c6\u30c3\u30d7\u306f\u3001\u5358\u4e00\u306e\u9867\u5ba2\u8b58\u5225\u5b50\u3092\u5272\u308a\u5f53\u3066\u3001\u30b3\u30a2\u30fb\u30d0\u30f3\u30ad\u30f3\u30b0\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3001\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u8acb\u6c42\u3001\u4f1a\u8a08\u306a\u3069\u306e\u65e2\u5b58\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u3059\u3079\u3066\u305d\u306e\u8b58\u5225\u5b50\u306b\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u306e\u57fa\u76e4\u304c\u306a\u3051\u308c\u3070\u3001\u53ce\u76ca\u3092\u78ba\u5b9f\u306b\u96c6\u8a08\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u306a\u3044\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91cd\u8907\u9867\u5ba2\u3092\u7d71\u5408\u3057\u3001\u9867\u5ba2\u540d\u3092\u6a19\u6e96\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u30c7\u30fc\u30bf\u30fb\u30af\u30ec\u30f3\u30b8\u30f3\u30b0\u30fb\u30d7\u30ed\u30b8\u30a7 \u30af\u30c8\u3092\u4e00\u5ea6\u3060\u3051\u5b9f\u65bd\u3057\u3001\u305d\u306e\u5f8cCRM\u30ac\u30d0\u30ca\u30f3\u30b9\u3092\u901a\u3058\u3066\u3053\u308c\u3092\u7dad\u6301\u3059\u308b\u3002InvestGlass\u306e\u3088\u3046\u306aCRM\u3092\u4e2d\u5fc3\u7684\u306a\u9867\u5ba2\u8a18\u9332\u3068\u3057\u3066\u4f7f\u7528\u3057\u3001\u4e3b\u8981\u306a\u53ce\u76ca\u6e90\u304b\u3089\u5f90\u3005\u306b\u4ed6\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u7d71\u5408\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7ba1\u7406\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3084CRM\u3078\u306e\u5358\u7d14\u306a\u6708\u6b21CSV\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3067\u3042\u3063\u3066\u3082\u3001\u30c1\u30fc\u30e0\u5168\u4f53\u306b\u5e83\u304c\u308b\u5834\u5f53\u305f\u308a\u7684\u306a\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3088\u308a\u306f\u512a\u308c\u3066\u3044\u308b\u3002\u7ba1\u7406\u3057\u3084\u3059\u3044\u3068\u3053\u308d\u304b\u3089\u59cb\u3081\u3001\u30c7\u30fc\u30bf\u306e\u4fe1\u983c\u6027\u3092\u9ad8\u3081\u308b\u306b\u3064\u308c\u3066\u7d71\u5408\u7bc4\u56f2\u3092\u5e83\u3052\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-should-i-track-revenue-per-client-on-a-cash-or-accrual-basis\">\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u306f\u3001\u73fe\u91d1\u30d9\u30fc\u30b9\u3068\u767a\u751f\u30d9\u30fc\u30b9\u3001\u3069\u3061\u3089\u3067\u628a\u63e1\u3059\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f<\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\"><strong>\u30b9\u30a4\u30b9\u306e\u30c7\u30fc\u30bf\u4e3b\u6a29\u3067\u9867\u5ba2\u3054\u3068\u306e\u53ce\u76ca\u8ffd\u8de1\u3092\u4e00\u5143\u5316\u3059\u308b\u6e96\u5099\u306f\u3067\u304d\u3066\u3044\u307e\u3059\u304b\uff1fInvestGlass\u304c\u3069\u306e\u3088\u3046\u306b\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u9867\u5ba2\u5206\u6790\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u6210\u9577\u306e\u305f\u3081\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u306a\u308a\u5f97\u308b\u304b\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002.<\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>Revenue per client measures the total income you earn from a single client over a chosen period such as January to December 2024, offering deeper insight than just total revenue alone. The base formula is straightforward: divide the total revenue from one client by the period length if you want a normalised figure, but consistency in definitions and data sources is essential What Is Revenue Per Client and Why It Matters Revenue per client is the total revenue generated by a single client in a defined period, such as Q1 2025 or the full calendar year 2024. Unlike top line figures that tell you how much revenue your firm collected [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":37673,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[19,35,95],"class_list":["post-49143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-crm","tag-crm-for-banking","tag-wealth-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Track Revenue Per Client | InvestGlass<\/title>\n<meta name=\"description\" content=\"Revenue per client measures the total income you earn from a single client\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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