Client portal preview

Walk the post-purchase experience surface by surface.

This read-only preview shows how a client completes intake, uploads evidence, confirms mapping, tracks status, reads findings, controls data, and schedules the review call.

Preview mode

Upload and save actions are disabled here. The authenticated client portal uses the same components with real project data and scoped actions.

Client workspace

The client can see the diagnostic move from question to evidence to decision.

This is the operating room for a Summit Signal engagement: intake, uploads, mapping, analysis, findings, reports, data controls, and review scheduling in one client-facing flow.

Package: Plus
Files: 5
Rows logged: 12,842
Findings: 1

Status timeline

Received / Scoped / In progress / Internal QA / Ready / Delivered

Next milestone

Delivered

01Complete
Received
Workspace opened May 1, 2026.
02Complete
Scoped
Modules and business context confirmed.
03Complete
In progress
5 files received; 3 mapped.
04Complete
Internal QA
Findings are checked before release.
05Active
Ready
1 report deliverables ready.
06Locked
Delivered
Review call and data controls remain visible.

Cinematic analysis stage

A visible chain of custody from upload to operating decision

This is the portal's spine. Each stage tells the client what is happening without exposing internal admin controls.

01
Complete
Received
Workspace opened May 1, 2026.
Client room exists
02
Complete
Scoped
Business context and modules confirmed.
Modules and context
03
Complete
In progress
5 files, 3 mapped datasets.
Uploads and mapping
04
Complete
Internal QA
0 active modules; findings remain gated.
Analyst review
05
Active
Ready
1 findings released.
Client-ready release
06
Locked
Delivered
1 deliverables released.
Report and review

Upload requests

Every upload slot has a reason

The portal asks for evidence by business question, not by random file list.

Revenue and margin exports

Invoices, line items, quotes, discounts, COGS where available

Modules served

Margin, customer profitability, quote-to-cash

Partial

Evidence type

Revenue evidence

Evidence file

No file selected

CSV, Excel, PDF, PNG, or JPG

Browse files

Accepted

CSV, Excel, PDF, image

Review path

Structured or manual

Redflag check

Before storage

Preview mode. The authenticated portal checks sensitive-data redflags before storage.

Upload evidence

Why this helps

Each upload slot maps to the modules it can support, so clients understand why the evidence matters before sending files.

Do not upload

Remove personal identifiers, account details, card numbers, passwords, API keys, or health information before uploading evidence.

Cash timing exports

AR aging, AP aging, payment dates, due dates, vendor terms

Modules served

Working capital, quote-to-cash

Received

Evidence type

Aging evidence

Evidence file

No file selected

CSV, Excel, PDF, PNG, or JPG

Browse files

Accepted

CSV, Excel, PDF, image

Review path

Structured or manual

Redflag check

Before storage

Preview mode. The authenticated portal checks sensitive-data redflags before storage.

Upload evidence

Why this helps

Each upload slot maps to the modules it can support, so clients understand why the evidence matters before sending files.

Do not upload

Remove personal identifiers, account details, card numbers, passwords, API keys, or health information before uploading evidence.

Open full evidence room

Review call

Schedule the decision conversation.

The report is ready. Book the review call while the findings are fresh.

Book review call

If the configured Summit Signal event type changes, this link comes from the shared site constants instead of hard-coded page copy.

Findings dashboard

Released findings are decision cards

Margin LeakHighMedium confidence

Recommended next move

Repeat customer pricing has not caught up to input cost changes

Create a quarterly price-floor review and route repeat-customer exceptions above the threshold to owner approval before the next renewal cycle.

Evidence summary

Seven repeat customers show compressed margin against recent material cost movement and carry the highest variance in line-item profitability.

Margin Leak

Repeat customer pricing has not caught up to input cost changes

High / Medium confidence

Reports

Authenticated report downloads

Plus report v1

Generated May 6, 2026

Client-ready

Preview mode shows the handoff; authenticated clients receive a scoped signed URL here.

Client data controls

Clients can see what is retained, who touched it, and what they can request.

Data Summary

Files, row counts, mapped evidence, reports, categories, and retention purpose.

Audit Log

Upload, mapping, analysis, report, export, and deletion events in client language.

Export/Delete

Project export, organization export, and owner-confirmed deletion requests.

Latest visible event

Client requested deletion review.

The authenticated portal uses the same audit source as the admin trail, scoped to the client's organization.

Request posture

Project exportDeletion review

Queued export

project / requested May 6, 2026

Pending deletion

Review by May 20, 2026