Socket Insights provides a range of reports designed to help you understand your clients, services, pricing, and proposal structure. This guide explains what each report shows and how to use it.
All reports in Socket Insights pull from your active proposals only. Draft and pending proposals are not included, so everything you see reflects your current live client base.
Available Reports
Client × Services Matrix
Client × Services Matrix (With Values)
Client Facts Report
List Services by Client
List Drivers by Client
List One-Off Services by Client
Looking to set up Socket Insights instead? Head to this guide.
Client × Services Matrix
This report shows all active recurring services against your active clients
Each service is displayed as a coloured square per client.
Makes it easy to see service coverage at a glance.
Ideal for spotting gaps, overlaps, and upsell opportunities.
Best used for portfolio reviews and commercial conversations.
Note: the matrix is a visual overview and does not include proposal numbers. If you need proposal numbers alongside client and service data, use the List Services by Client report instead.
This is often the best starting point if you want a high-level view of your client base.
Client × Services Matrix (With Values)
This report builds on the standard services matrix by adding financial context.
Shows the same client and service layout.
Each coloured square also displays the current value of that service.
Helps identify:
High-value clients
Under-monetised relationships
Revenue concentration across services
As with the standard matrix, proposal numbers are not shown in this view. Use List Services by Client or List Drivers by Client if you need that level of detail.
Useful for revenue analysis and prioritising growth opportunities.
Client Facts Report
The Client Facts Report provides reference and compliance data for each active client.
This includes:
Client type
Proposal number
Service start and end dates
Companies House information, such as:
Company number
Accounts year end
Confirmation statement dates
This report is particularly useful for:
Client reviews
Internal audits
Ensuring records are accurate and up to date
List Services by Client
This report shows each active client with a detailed breakdown of their services.
For each service, you’ll see:
Proposal details
Pricing information
Billing method
This is useful when reviewing:
How services are packaged
How clients are billed
Consistency across proposals
It’s a strong operational report for finance and admin teams.
List Drivers by Client
This report focuses on how proposal pricing is constructed.
Displays each active client with proposal details.
Breaks down the drivers used to calculate each service.
Helps explain why services are priced the way they are.
Best used for:
Internal reviews
Pricing consistency checks
Understanding proposal logic across clients
List One-Off Services by Client
This report highlights non-recurring services linked to active clients.
Includes:
Client details
One-off service information
Associated proposal details
This report is helpful for:
Tracking ad-hoc work
Ensuring one-off services are visible and accounted for
Reviewing non-recurring revenue
API key permissions for Socket Insights
When generating your API key in Practice Settings to connect Socket Insights, you only need to enable read permissions. Write permissions are not required for reporting and can be left unticked.
Looking to set up Socket Insights instead? Head to this guide.