Rollup and cohorts
The run-level rollup report and cohort analysis across a batch of companies.
When all companies in a research run complete, Client Path generates a rollup: a cross-company summary that gives you a bird's-eye view of the entire batch.
What the rollup contains
The rollup report includes:
- Cohort distribution: how companies are distributed across score ranges (high, medium, low propensity).
- Top performers: the companies with the highest propensity scores, with a brief rationale for each.
- Common themes: recurring signals across the batch (for example, "62% of companies 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 companies score poorly on a particular criterion, the criterion may need calibrating or the market segment may be a poor fit.
Cohorts
Companies are placed into cohorts automatically based on score thresholds. The default thresholds align with the score ranges in propensity scoring. You can filter the company list by cohort to quickly surface a segment.
Rollup timing
The rollup is generated once all company research records in the run reach a terminal state (completed or failed). If a run has many companies, the rollup will not be available until the last one finishes.
If a few companies fail and the rest complete, the rollup is still generated. Failed companies are excluded and noted in the summary.
See also: research runs, propensity scoring.