Does my client see Upsell Radar or the Watching list?

What your client sees

• The report email. When you click Send To Client, or Report Autopilot sends it for you, your client gets the month's summary, the table of measured numbers and a View My Live Dashboard button, plus a Verified this month: list whenever the month produced wins.
• The client portal. Each month shows its summary, and Details opens that month's numbers, and its wins when there are any. Download PDF saves the same page, so the PDF has no upsells either. See what your client can see in the portal.

What only you see

• On the client's page: click View on a report under Monthly Reports to open Verified wins, Watching, Upsell Radar with its suggested prices, and the numbers table.
• The upsell alert email: when a report finds new upsells, an email headed "New work detected at" your client's name lists each problem, with a suggested price where there is one. It goes to the login email on your account (the account owner's, if you use a team seat), never to the client. See the Upsell Radar email.
• The report ready email: after the monthly run, the email telling you a report is ready counts its upsell opportunities. It goes only to you.

Good to know

• The summary can mention one concern. The summary at the top of each report is written by AI from the month's wins, the Watching list and the numbers, never from the suggested prices. It is written to mention at most one concern, framed as what you are working on next, so a new problem can appear there in plain words. You cannot edit it, so read it on the report card before you click Send To Client.
• Report Autopilot skips your review. With Report Autopilot: email the monthly report to the client automatically ticked in Client Setup and a client email saved, the monthly run emails the same report to the client as soon as it is built.
• The count of problems is visible. The report numbers include Open problems on the site, and the portal has an Open problems tile. Your client sees how many there are, not which ones Upsell Radar picked or what you would charge.