Step 3 of 5
Available in BetaIdentify Gaps & Opportunities
The PSM gap analysis compares your current portfolio against the desired state across every client, service line, and CT tier. It surfaces the specific gaps — which clients need to move up a tier, which service lines are under-represented, and what revenue is at risk or available — giving you a quantified, prioritised opportunity map.
Pinpoint exactly where the greatest commercial and climate opportunities lie — and quantify them.
How it looks in the platform
What you can do in Step 3
Automated gap calculation across all clients and service lines
Revenue opportunity quantification by gap type
Priority ranking — critical, high, medium, low
Client-level drill-down for targeted conversations
AI-assisted opportunity narrative for each gap
Available in Beta
Ready to run Step 3 on your portfolio?
Already have access? Sign in to your workspace and follow the step-by-step workflow.