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Clients

Clients

Easily see the status of every Client's KPIs, Budgets, Anomalies and Automations.

See who is a churn risk from not meeting KPIs or over/under spending on budgets and how many Insights need actioning.

We built Portfolio to be the central place for your whole team to know what is going on and where attention is needed.

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Clients

Easily see the status of every Client's KPIs, Budgets, Anomalies and Automations.

See who is a churn risk from not meeting KPIs or over/under spending on budgets and how many Insights need actioning.

We built Portfolio to be the central place for your whole team to know what is going on and where attention is needed.