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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.

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The overview grid

Every client in one view: Sort by any column. Click a row to dive in.

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Status indicators

The status column tells you where to look: 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.

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Filtering your view

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Quick filters

The “Needs attention” filter is where you start your day. Work through that list first.

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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.

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Client quick actions

Click a client row to expand quick actions without fully opening their account: For quick tasks — checking transaction count, running a report — you can do it from here without navigating away.

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Aggregate metrics

The header shows totals across your entire book: 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. 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.

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Customizing the view

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Show/hide columns

Not everyone needs to see AR and AP. Customize:
  1. Click the gear icon in the grid header
  2. Check/uncheck columns
  3. Drag to reorder
  4. Columns save for your account

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Saved views

Create views for different workflows:
  1. Set up your filters and columns
  2. Click Save View
  3. Name it: “Month-end review” or “High-touch clients”
  4. Access saved views from the dropdown
Examples:
  • Month-end review — Status: needs attention, sorted by last activity
  • Priority clients — Filtered to your top-tier clients
  • My clients — Filtered to clients assigned to you

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Bulk actions

Select multiple clients (checkboxes) and act on all of them:
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.

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Keyboard shortcuts

Navigate without touching the mouse:

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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.