Your quarterly review

What you get

The session where savings actually land — and the evidence that the routine pays for itself.

Before the meeting

Generate the report first. Dashboard → Generate Report → Comprehensive Financial Review for your own organisation, or the System Review for a client. Run the four checks in Sense-check a report before you share it. Walking in with the document is the whole point.

The agenda

1. Realised savings this quarter. The number that opens the meeting. Where it came from — which consolidations, which reclaimed seats, which billing switches.
2. Open opportunities by value. Cost Savings, largest first. Decide each one: do it, hand it to someone, or dismiss it with a reason.
3. Renewals next quarter. Who owns each, what evidence they need, what they will ask for.
4. Usage and adoption. Extension coverage, apps with zero-activity seats, anything a survey should settle.
5. Budget against actual. Organization → Departments. Any department past 100%.

Closing the loop

Mark the resolved items — consolidated, reclaimed, flag closed. Realised savings only accumulates when you say so, and the next quarter's opening number depends on it.

One target

Leave with a single number for next quarter — a realised-savings figure, a seat count, an adoption percentage. One, written down, owned.

For advisors

This is the billable meeting. The report is the deliverable, the realised-savings line is the fee justification, and the target is the reason to meet again. See Turning a finding into a client conversation.

What you've unlocked

Next: The first 90 days: an adoption plan