What is Upsell Radar and how does it pick problems and prices?

How it picks the problems

When the report is built, Legiit Leads compares the newest measurement with the previous one:

1. It takes the problems that are on the site now and were not there at the last measurement. Anything that was already a problem last month is left out.
2. For each new problem it looks up the first service in the catalogue that fixes it.
3. If that service is already on the client's list of services they buy, the problem is dropped. If it is not, the problem goes on the radar.

That list of services sold is filled in for you when you promote the won deal to a client: it takes the services already recorded against the won deal (the scope of an accepted proposal, or whatever you marked as ordered on Legiit). You can change it yourself in Client Setup under Services they already buy, one per line, up to 12. A line counts as covering the problem when it names the service or a shorter form of it, so SEO covers On-Page SEO and Speed Optimization covers Website Speed Optimization.

Where the suggested price comes from

Each catalogue service carries a suggested selling price in US dollars. That figure is converted into your workspace currency and rounded to a clean price point, then shown after the word suggested. It is a starting point for your quote, not something the client ever sees. Every problem that reaches the radar carries one.

Where else the same problems show up

• Under Watching, on the same report, as a New issue detected: line for each one.
• In an email to you headed New work detected at your client's name. It lists each new problem with its suggested price and has an Open the Client button. It goes to your login email only, never to the client. See the Upsell Radar email.

Your client never sees the radar or the prices. The report email and the client portal show the summary, the wins and the measured numbers. See what your client sees.