Using Digits Reports for your monthly client zoom call

If you have ever found yourself on your monthly catch up call with a client and gotten lost navigating between tools or finding the new window to share on your screen share, you are not alone. Presenting financials to clients today is tough to navigate and in many cases ends up feeling like fumbling around. 

With Digits Reports, you can present a united front in one place. No navigating between tools to answer client questions. With all the data in one place you can seamlessly go from the high level, to the deepest, transaction level details with ease. Giving you the context you need for even the most complicated or hard to answer client questions. 

1. Hop on zoom with Client
2. Set up screenshare
3. Talk through Digits report and as a client has questions, use the hover to discover to dive into anything relevant
4. No adjustment or additional tools needed.