Client summary for a review meeting ​

Cadence: Monthly or ad hoc · Who: Managers and Owners

Situation ​

You're about to meet a client for a quarterly business review, a monthly catch-up, or a renewal conversation. You want every active engagement with them, current status, hours and budget, and anything that needs flagging — in one read, not a dig through three spreadsheets.

In the console ​

Open Clients (/console/clients) and select the client for every active engagement, status, hours and budget in one place. For the money, Reports → Segmentation → By customer gives revenue, cost, margin and LER per client.

What you see ​

Client name and all active engagements:

| Project | Type | Hours used / budget | % used | Status | Deadline |

Retainer periods are shown separately with their own burn info (active period, not parent).

Plus:

  • Any unresolved items tied to that client
  • Total hours committed to the client across all active projects
  • For Owners: total revenue, cost, and margin for the client month-to-date and year-to-date

Who can run it ​

  • Owners — full view including dollar figures
  • Managers — percentages and hours only