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Clients

Portfolio

Overview of all Clients

With the Portfolio, you can get a complete picture of the health of your Clients and focus in on what needs attention.

This view can be filtered by using labels, see here for more information.

Each row will show you the total amount of Jobs that have been configured, along with the current count of each status (On track, Waning, Critical) indicated by the traffic light system.

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Clients

With the Portfolio, you can get a complete picture of the health of your Clients and focus in on what needs attention.

This view can be filtered by using labels, see here for more information.

Each row will show you the total amount of Jobs that have been configured, along with the current count of each status (On track, Waning, Critical) indicated by the traffic light system.