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Compare clients and spot the outliers

Turn the client list into a prioritised advisory queue.

What you get

The clients most worth your time this month, ranked by opportunity rather than by who shouted loudest.

The Clients list as a portfolio view

Clients is more than a roster. Each row carries potential and realised savings, twelve-month app spend, problematic apps, renewals in the next three months, risk level, industry and currency — and the invoicing status if you bill through AppVentory.

Clients list with savings, spend and renewal columns

Clients list with savings, spend and renewal columns

Four sorts that build a call list

  • Potential Savings, descending — where the money is.
  • App Renewals (Next 3 Mon) — who has a negotiation coming.
  • Problematic Apps — who has something drifting.
  • Report Generated — who has never had a deliverable. High spend and no report is the clearest gap in any portfolio.

Filters narrow by manager, so each person on your team sees their own book.

Reading across currencies

A portfolio in several currencies shows each client in their own. Compare on percentages — savings as a share of spend, cost per user — rather than raw amounts, or a large client in a strong currency will always top the list.

Risk level

High or Low on each client reflects the risky-app picture in their stack. Use it to sequence compliance conversations, not as a verdict on the client.

What you've unlocked

Next: Generate one-pagers across your portfolio in one go