> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Client Overview
> See all your clients at a glance.
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:
1. Click the gear icon in the grid header
2. Check/uncheck columns
3. Drag to reorder
4. Columns save for your account
### 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
## 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 |
| `n` | Select next client |
| `p` | Select previous client |
| `Enter` | Open selected client |
| `Esc` | Close 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.
See deadlines across all clients in one calendar view.