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What you get
Your call sheet. Every client ranked by what is worth a conversation this week, with the money already calculated and a report one click away.
The four widgets
Practice Overview opens on four cards, and each one is a list of clients to ring.
Cost Savings — potential and realised savings across the portfolio, then the top opportunities by client. In our example account: $70.86K potential, $9,913.39 realised, with the largest single opportunity at one client worth $12.71K a year.
Compliance Health — risky apps across clients, and which clients carry most. Example account: 63 risky apps across 10 clients.
Recommended Apps — gaps in a client's stack that a tool you know would fill.
Apps on Charge — software you buy centrally and bill on, with the clients still buying direct.
Practice Overview with the four widgets
Reading a row as a conversation
Every row names a client, an amount, and offers Create Report. That is not a statistic — it is the opening line of a call and the document to send afterwards.
The column nobody checks
On Clients, the Report Generated column shows who has never received a deliverable. Sort by it. Those are the clients paying for advice they have not yet seen.
What you've unlocked
Next: Onboard a new client