Hi Kevin
Sorry for my delay, I have been on a bit of annual leave.
I made a bit of hybrid solution for us. I created a new property section for each set of clients, like the below:
You can also make it even more efficient by setting up the Monthly Recurring Revenue as a formula, and have that calculate off your Annual Revenue for example (per client) and this will then automatically show that divided by 12 for example, or whatever formula you want.
Then I created my own reports, not any defaults.
I selected the products I wanted to see, where MMR is known and then if they are a client
Then I run and download this at the end of month and save each month individually and copy across the final figures to a single excel tracker.
All in all takes about 15 mins each month.
Not sure if that helps but hopefully provides an idea.
Thanks
Matt