For finance
For delivery
Track, control, and grow client relationships
The client insights application helps software and IT services firms manage client relationships with clarity and control. With pre-built dashboards, role-based insights, and AI copilots, your teams can understand account performance, engagement history, and growth signals, all within Microsoft Teams.
Address these 4-client management challenges using client insights
Manual or disconnected time entry is slow, error-prone, and often incomplete. Without automation, teams in software services organizations struggle to log hours accurately, finance can’t bill effectively, and leadership lacks the visibility to improve project outcomes.
Inconsistent handoffs between sales, delivery, and finance teams
No visibility into client satisfaction, escalation history, or renewal timelines
Missed follow-ups due to lack of reminders or workflow automation
Fragmented data across CRMs, PM tools, emails, and spreadsheets to provide visibility into the client lifetime value
Get a complete picture of every client with the client insights app
The client insights app brings data-fuelled insights and transparency to every stage of the client journey across key touchpoints, surfacing project insights, client billing, and providing upsell and cross-sell insights for future growth. It replaces disconnected tracking and reporting with a real-time, role-based view in Teams, web, or mobile making client management more efficient, compliant, and revenue-focused.
- Track client health, satisfaction, and risk in one shared dashboard
- Access revenue, margin, and satisfaction data per client or segment
- Reduce churn with AI-driven insights and proactive reminders
Key features to help you make smarter decisions with role-based dashboards
From financial performance to engagement history, client insights helps you monitor what matters and act with clarity. With built-in dashboards and copilots, your teams get the visibility they need to protect revenue and strengthen relationships.
Get one consistent view of client performance data
The client insights app consolidates revenue, margin, and cost data across projects and clients, giving every team a consistent foundation for decision-making.
- Access a single source of truth for client profitability, margin inputs, and financial snapshots
- Filter client data by region, practice, or time period
- Rely on consistent, Teams-accessible dashboards instead of static spreadsheets
Track revenue, margins, and client profitability at a glance
Analyze account-level financials with time-series dashboards that show where value is created or eroding. Compare trends over periods to guide planning and reviews.
- Monitor gross margin %, cost of sales, and revenue trends over time
- Compare client profitability across regions, services, or segments
- Track period-over-period variance to highlight emerging risks or gains
See what matters fast with ready‑to‑use dashboards
The client insights app includes intuitive dashboards designed to highlight what matters, no setup required. Just slice, filter, and go.
- Drill through to view project-level metrics, billing status, or margin trends
- Use timeline charts to track seasonality or performance shifts
- Switch between overview, client, and project drill-downs without leaving the dashboard
Create leadership‑ready client reports in minutes
Build tailored client reports with metrics that matter to your team and leadership. Export or share directly from within Microsoft Teams.
- Combine engagement, billing, and feedback data into tailored views
- Export dashboards for business reviews, board updates, or renewal planning
- Share real-time links across Teams or export as PDF/Excel
Turn client intelligence into growth opportunities
Use real-time account insights to identify where to expand, when to re-engage, and how to protect your most valuable relationships.
- Spot churn risk, renewal timing, and growth potential using trend analysis
- Link client performance to revenue targets, margin, and account strategy
- Uncover upsell and cross-sell opportunities based on usage and portfolio patterns
Find what matters fast with copilots within evergreen
Copilots within evergreen let you explore dashboards using natural language, so you can ask questions, uncover insights, and make faster decisions without digging through filters.
- Ask questions like “Which clients declined in margin last quarter?”
- Analyze account trends, billing patterns, or engagement signals instantly
- Use copilots to surface key metrics and comparisons directly inside Teams
See what’s happening and act in three simple steps
Whether you’re tracking client performance, analyzing revenue, or uncovering engagement risks, client insights makes decision-making simple and data-driven. Here’s how you can use the solution:
- Step 1
Access client insights in Microsoft Teams or directly via Microsoft PowerBI and select a pre-built dashboard to slice revenue, margin, and trend metrics across your clients.
- Step 2
Drill through into any metric, risks, and opportunities at the client or project level.
- Step 3
Act on data-driven insights on key accounts, trigger follow-ups, assign owners, and use AI to explore deeper trends in Teams.
Benefits that extend beyond sales teams to other critical functions
The client insights application delivers role-based insights and workflows to help every team strengthen client relationships, track outcomes, and drive growth. These are the teams that benefit from client insights
Sales teams
Spot upsell opportunities and track client expansion using data-backed signals tied to deliver quality and satisfaction.
Account managers
Track client renewals, and financial performance to strengthen relationships and reduce churn risk.
Finance teams
Track billing readiness, revenue contribution, and profitability while ensuring compliance and streamlining invoicing.
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evergreen and empower: Built to work together on your Microsoft tenant
evergreen provides the operational and financial foundation for software services firms, connecting client onboarding, project setup, resource planning, delivery activity, and financial data in one governed system.
empower is the decision intelligence layer that sits above systems of record, including evergreen or other platforms already used by the firm. It interprets operational data, applies services-specific context, and uses AI agents and copilots to guide decisions across the project lifecycle.
Because insights are grounded in real firm data, project leaders, finance teams, and operations leaders can detect onboarding delays earlier, monitor project readiness signals, and act quickly to ensure projects become delivery-ready, billing-ready, and compliant from the start.
FAQs
What is client insights used for?
client insights is a Microsoft Teams based data driven, insights product that helps software and IT services firms track client engagement, financial contribution, and satisfaction across the lifecycle.
Can I view dashboards by client, project, or region?
Yes, empower client offers pre-built dashboards that let you slice and drill into data by client, segment, or timeframe.
Does client insights support financial reporting?
Absolutely. It includes metrics like revenue, cost of sales, gross margin %, and trend charts for executive reviews and strategic planning.
What can copilots within evergreen?
empower copilots lets you ask questions in natural language, explore data instantly, and get suggestions on which accounts or metrics to look at next.