Generate one-pagers across your portfolio in one go

What you get

A deliverable for every client from one screen, without opening each workspace — which is what makes portfolio advisory work at scale.

The one-pagers

Three single-page reports exist for clients, each built for a specific conversation:

• Software Spend Visibility — "Here is what you actually spend, and on what"
• Compliance & Data Security — "Here is where your stack carries risk"
• Digital Transformation — "Here is what could be automated or modernised"

Send one alone, or combine them into a Software Assessment.

Steps

1. Go to Practice Overview or Cost Savings. Every client row offers Create Report or Generate Report.
2. Work down the list by potential savings. Each click opens that client's report picker with the one-pagers at the top.
3. Choose the one-pager that fits the opportunity the row names — spend for a savings lead, compliance for a risk lead.
4. Generate. It lands in Reports → My Client Reports with the client's name.
5. Email it from there, from your own domain.

Cost Savings with per-client Generate Report

Branding

Every report carries the logo, colour and font from Settings → Branding. Set it once.

Before it goes out

Run the four checks in Sense-check a report before you share it on the first one for each client. After that, the routine takes minutes.

A report sent is a meeting booked

Add your booking link under Settings → Calendar Setup and the client can pick a time straight from the email.

What you've unlocked

Next: Run a portfolio audit