GEN-16 · Presence

GEN Client Snapshot

A client's whole system on one screen — companies, pipelines, and activity at a glance.

Core system component

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GEN Client Snapshot, presented

The film — GEN Client Snapshot

A short walkthrough: what GEN Client Snapshot is, how it works, and how it's set up. Opens with the GEN mark and this product's name — every film in the library is made for its product.

What it is

What GEN Client Snapshot is

The Client Snapshot is the one-screen view of a client's GEN system: their companies with registry numbers, pipeline health, coverage, calendar and communication activity, vault health, and the exceptions that need a decision. It is generated from the same governed data as the dashboards and reports, scoped by permission — a company sees itself, a parent sees its portfolio in aggregate. It is what a client opens to answer 'how is the system doing?' in thirty seconds.

How it works

The snapshot assembles live from the Registry, CRM, and operating reports.

Tiles are permission-scoped: the viewer sees exactly their level — company detail or parent aggregate.

Exceptions are promoted to the top: overdue actions, stale lists, blocked items, quiet channels.

Every tile drills into the underlying dashboard or report — the snapshot is an index, not a summary someone typed.

The snapshot view is itself a numbered, versioned surface.

The details

Sample and demonstration snapshots use clearly labeled fictional data — always.
No silent full access: the parent's snapshot is aggregate by design, per the permission matrix.
The snapshot is the demo surface for prospects and the health surface for clients — same system, different data scopes.
Designed to be read in under a minute: health first, detail one tap down.
Works across the portfolio: one parent, twenty companies, one screen.

Set up