The Client Profile gives you a clear view of a client’s IT environment in Lifecycle Manager. It brings together key client information in one place. 
Access to some sections depends on your plan and whether the client has a Lifecycle Manager X license applied.

Accessing a client’s profile

You can open a client’s profile from the navigation bar at the top of the screen:

1. Hover over Home.
2. Select Clients.
3. Click the client’s name to open their profile.

Layout and navigation

When you open a client's profile, the screen is divided into two main areas:

• A navigation bar on the left, organized into the Dashboard, Review, Plan, Engage, and Manage sections.
• The main content area, which updates based on the navigation item or tab you select.

The navigation panel on the left is persistent and remains visible wherever you are in the Client Profile. At the top of this panel, you'll always see:

• The client's name.
• A star indicator showing whether the client is starred as a favorite.
• The segment to which the client has been assigned.

Left navigation panel

Within the Client Profile, the left navigation is organized as follows.
Features that require a Pro subscription or a Lifecycle Manager X license appear greyed out if they aren't available for that client.

• Dashboard - The default landing page for a client's profile.
   
• Review
  • Assessments - Conduct assessments and view completed assessments for this client.
    Learn more: Conducting Assessments
     
• Plan
  • Goals - Tracks objectives and progress towards them.
    Learn more: Managing Client Goals
     
  • Roadmap - Outlines Initiatives and projects over time.
    Learn more: Getting started with Roadmaps
     
  • Budget - Forecasts and planned spending.
    Learn more: About Budget Forecasts
     
• Engage
  • Meetings - Shows scheduled and past meetings.
    Learn More: Managing Client Meetings
     
  • Deliverables - Custom-built reports to share with your clients.
    Learn more: About Deliverables
     
  • Scheduled Reports - Settings for scheduling automatic reports to send to this client.
    Learn more: Scheduling reports for automated distribution
     
• Manage
  • Agreements - Tracks agreements, subscriptions, and expirations.
    Learn more: Vendor & Contract Management overview
     
  • Contacts - Synced personnel for this client.
    Learn more: Viewing client personnel
     
  • Assets
    • Hardware - Managed hardware assets associated with this client.
    • Software - Software assets associated with this client.
    • Microsoft 365 - Microsoft 365 licenses and contracts associated with this client.

In addition to the navigation items listed above, you'll also see client-specific settings and services at the bottom of the navigation panel on the Client Profile:

• Marketplace - Access add-on services for this client, including:
  • Workstation Assurance - Extended replacement coverage for eligible workstations.
    Learn more: Workstation Assurance Overview
     
  • Infrastructure Protection - Extended warranty coverage for critical server and networking assets.
    Learn more: Buying Infrastructure protection for clients
     
• Settings - Configure hardware replacement, warranty coverage, and regional settings for this client.
  Learn more: Configuring Lifecycle Manager for each client

Dashboard

The Dashboard is the default landing page within the Client Profile.
From here, you can quickly see high-level information and recent activity for the client.

Dashboard tabs

Along the top of the Dashboard, there are five tabs:

• Overview - The main client dashboard page. The client's environment is summarized here.
   
• ClientIQ - Provides an AI-generated summary of the client's business and industry.
  Learn more: Using Client IQ
   
• Analytics - View CSAT and ticket trends for this client.
  Learn more: About Client Analytics
   
• Action Items - View actionable items for this client.
   
• Notes - A central area to record and review notes from client calls, meetings etc.
  Learn more: Managing client activities with Action Items and Notes