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The client roster and portfolio

The whole book on one screen, benchmarked against your own median, with fair spend per client.

One login, every client, each with its own measurements, fixes and receipts.

  • Every client ranked against your own portfolio's middle, so you see who lags before they call. An unmeasured client shows a dash, never a fabricated zero.
  • Each client gets a slice of the measurement spend proportional to its share of active prompts, enforced in the scheduler, so one heavy client cannot stall the other fourteen. The roster shows exactly whose slice ran out.
  • One portfolio link benchmarks the whole book under your branding, with pitches excluded and your internal spend stripped before the page is built.
  • Read-only viewer seats for stakeholders never consume a paid seat.
Know this

A viewer seat is workspace-wide: it can see your whole roster. Never hand one to a client. Clients get the share link, which is scoped to their brand alone.

Note

In-house teams with several brands use the identical surface. The roster does not care whether the brands bill you or report to you.