Review the Client's Submitted Data

Before scoring, review what the client submitted for the period. This guide covers reading the submitted data in the review workspace.

💡 Tip — Who can use this For advisory partners, in a client's review workspace.

Quick reference

Step 1 — Review submitted data

In a client's review workspace, the Submitted Data section shows summary cards (revenue, margin, headcount, engagement, targets met, on-time, acquisition, churn). Use View Full Data to open a modal with every submitted financial, people, and operational metric, plus their rocks and initiatives.

📝 Note — Review before scoring Read the data before computing scores or writing commentary — it grounds your analysis in what the client actually reported. The full-data modal is your source of truth for the period's inputs.

💡 Tip — Watch for gaps If the client left optional fields blank (retention metrics, initiative completion), their corresponding pillars will be partial. Note these gaps so your commentary can address the incomplete picture.