Run a portfolio audit

What you get

Confidence that the portfolio numbers are real before you build a quarter's advisory work on them.

Why it matters

A client with unmatched spend understates their savings. Understated savings make the engagement look smaller than it is — and a client who checks your total against their own ledger finds the gap. One audit pass a quarter prevents both.

The four checks, per client

Enter a client's workspace with Select Client, or start from the portfolio-level signals available in Clients and Practice Overview.

• Spend matched — Spend Overview. Pass looks like: needs Review empty.
• Apps confirmed — Apps. Pass looks like: discovered short.
• Connections live — Integrations. Pass looks like: recent sync, no disconnects.
• Usage coverage — Organization → Users. Pass looks like: extension adoption you can act on.

Start with the clients whose portfolio-level signals suggest a data or connection gap, then go into the client workspace to confirm it.

Prioritising remediation

Fix by client value, not alphabetically. The client with the largest spend and a dropped connection is losing you the most credible savings figure.

Turning the audit into a service

Every gap you close is something the client could not see. A quarterly data-health review — connections, matching, coverage — is a legitimate line item, and the report afterwards shows the realised-savings figure moving because of it.

What you've unlocked

Next: Work inside a client's workspace