Rollup and cohorts
The run-level rollup report and cohort analysis across a batch of clients.
When all clients in a research run complete, Client Path generates a rollup: a cross-client summary that gives you a bird's-eye view of the entire batch.
What the rollup contains
The rollup report includes:
- Cohort distribution: how clients are distributed across score ranges (high, medium, low propensity).
- Top performers: the clients with the highest propensity scores, with a brief rationale for each.
- Common themes: recurring signals across the batch (for example, "62% of clients in this batch have recently hired in engineering roles").
- Gaps: topics where evidence was consistently thin or missing.
How to use the rollup
Use the rollup to:
- Prioritise outreach: focus first on the high-propensity cohort.
- Identify patterns: common signals across many prospects may indicate a market moment worth acting on.
- Refine your methodology: if most clients score poorly on a particular criterion, the criterion may need calibrating or the market segment may be a poor fit.
Cohorts
Clients are placed into cohorts automatically based on score thresholds. The default thresholds align with the score ranges in propensity scoring. You can filter the client list by cohort to quickly surface a segment.
Rollup timing
The rollup is generated once all client research records in the run reach a terminal state (completed or failed). If a run has many clients, the rollup will not be available until the last one finishes.
If a few clients fail and the rest complete, the rollup is still generated. Failed clients are excluded and noted in the summary.
See also: research runs, propensity scoring.