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See the apps a client is missing from their stack

Recommended Apps compares each client against a recommended stack and lists what is missing and what could be switched.

5 minutes · My Practice

What you get

The implementation conversation, ready-made: the apps a client should have and doesn't, and the apps they have that your recommended stack would replace.

Where it shows up

  • Practice Overview → Recommended Apps: Stack Gap across clients and App Migration Opportunities, then the top clients by opportunity count, each with Create Report.
  • A client's record → Opportunities → Recommended Apps Opportunity: the stack they are measured against (for example "Growing Business Stack"), Stack Gaps split into Missing apps from the stack and Already in stack, and App Migrations — "Current apps, recommended to replace with …".

A client's Opportunities tab with Recommended Apps Opportunity, Stack Gaps and App Migrations

A client's Opportunities tab with Recommended Apps Opportunity, Stack Gaps and App Migrations

Steps

  1. Go to Practice Overview and sort the Recommended Apps rows by opportunities.
  2. Open the client and read Stack Gaps and App Migrations.
  3. Check the migration suggestion against what the current app does for them — a migration is a project, not a switch.
  4. Click Create Report and choose Digital Transformation; it reads from this screen.

Setting the stack

The stack a client is measured against is set once for your practice. Until it is set, this section of their record and the Digital Transformation one-pager are empty.

What you've unlocked

Next: Turning a finding into a client conversation