Twenty clients. Some need attention. Some are fine. A few have deadlines this week. How do you know where to focus?
The client overview is your morning check-in. Scan it in 30 seconds, know what’s on fire, prioritize your day.
The overview grid Every client in one view:
Column What you see Client name Company name — click to open their account Status Color-coded health indicator Cash Current cash position AR Outstanding receivables AP Outstanding payables Last activity When you or your team last worked on them Alerts Number of issues needing attention
Sort by any column. Click a row to dive in.
Status indicators The status column tells you where to look:
Color Meaning Typical causes 🟢 Green All good Reconciled, no overdue items, no alerts 🟡 Yellow Needs attention Minor issues — transactions behind, deadline approaching 🔴 Red Urgent Critical issues — overdue filings, broken bank connection, negative cash
Status is calculated automatically from:
Unreconciled transactions (30+ days behind = yellow, 60+ = red)
Overdue compliance deadlines
Pending document requests past due date
Negative cash balance
Unresolved alerts
You don’t set the status. Pluvel does, based on what’s actually happening.
Filtering your view Quick filters Filter What you see All clients Everyone Needs attention Yellow and red only — your priority list By team member Clients assigned to specific staff By industry Group by business type Active only Hide archived/inactive clients
The “Needs attention” filter is where you start your day. Work through that list first.
Sorting options Click any column header to sort:
Client name (alphabetical)
Status (worst first — red, yellow, green)
Cash position (highest or lowest)
Last activity (recently touched or neglected)
Alert count (most urgent first)
“Status: worst first” + “Last activity: oldest” shows you clients who are in trouble and haven’t been touched in a while. That’s your priority queue.
Client quick actions Click a client row to expand quick actions without fully opening their account:
Action What it does Open Go to their full dashboard Transactions Jump straight to uncategorized items Reconcile Start bank reconciliation Reports Generate P&L, balance sheet Message Send a message
For quick tasks — checking transaction count, running a report — you can do it from here without navigating away.
Aggregate metrics The header shows totals across your entire book:
Metric What it shows Total clients Active client count Total AUM Sum of all client assets — what you’re managing Pending items Uncategorized transactions across everyone Overdue tasks Work items past due date Upcoming deadlines Compliance due in next 30 days
When “Pending items” creeps up, you’re falling behind on transaction review. When “Overdue tasks” increases, your to-do list is getting away from you.
Search Looking for a specific client? Use the search bar:
Search by company name
Search by contact name
Search by email
Search by EIN
Search by industry
Start typing — results filter as you type.
Customizing the view Show/hide columns Not everyone needs to see AR and AP. Customize:
Click the gear icon in the grid header
Check/uncheck columns
Drag to reorder
Columns save for your account
Saved views Create views for different workflows:
Set up your filters and columns
Click Save View
Name it: “Month-end review” or “High-touch clients”
Access saved views from the dropdown
Examples:
Month-end review — Status: needs attention, sorted by last activityPriority clients — Filtered to your top-tier clientsMy clients — Filtered to clients assigned to you
Bulk actions Select multiple clients (checkboxes) and act on all of them:
Action Use case Run reports Generate P&L for 10 clients at once Export list Get a CSV of selected clients Reassign Move clients to a different team member Update tags Add or remove tags in bulk
Month-end superpower: select all clients, generate P&L reports, get a single PDF with everyone’s financials. Send to each client or review yourself.
Keyboard shortcuts Navigate without touching the mouse:
Shortcut What it does /Focus search nSelect next client pSelect previous client EnterOpen selected client EscClose expanded card ?Show all shortcuts
Making the overview work for you Check it every morning. 30 seconds scanning the grid tells you what needs attention today.Sort by status + last activity. Clients in trouble who haven’t been touched = highest priority.Use filters aggressively. You don’t need to see green clients when you’re putting out fires.Watch the aggregate metrics. If “Pending items” keeps growing, you’re losing ground. If it’s shrinking, you’re catching up.Set up saved views. Don’t re-configure filters every time. Save them and switch with one click.
Firm calendar See deadlines across all clients in one calendar view.
