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Wenite is built for consultants who are running multiple client engagements at the same time. Keeping track of where each client is, what’s due next, and what needs your attention this week is a real operational challenge — especially when your work spans organisations of different sizes, sectors, and stages. The Cockpit is your answer to that challenge: a single, structured overview of your entire portfolio that tells you what’s happening and what to do next, without you having to open every dossier to find out.

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Getting an overview

When you open Wenite, the Cockpit is the first thing you see. It displays all your active clients in one place, each with a status indicator that tells you where that engagement stands. At a glance you can see:
  • Which clients have an active scan or data collection round in progress.
  • Which projects are awaiting your input — a report to write, results to review, or a trajectory to move forward.
  • Which engagements have been quiet for a while and may need a check-in.
You can sort and filter the Cockpit by status, sector, or last activity to surface the view that’s most useful for your current moment. Use it at the start of your day to orient yourself before you open a single dossier.

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Prioritising your week

The Cockpit doesn’t just show you what exists — it helps you decide what to do. Look for these signals when planning your week:
  • Pending actions — items flagged inside projects that require your input. These might be draft reports waiting for a final edit, scan rounds ready to close, or follow-up tasks you’ve set for yourself.
  • Upcoming scan deadlines — any data collection rounds closing soon will surface prominently. If a scan is due to close and response rates are still low, you have time to send a reminder before the window closes.
  • Reports due — if you’ve set delivery milestones in a project, the Cockpit tracks them and surfaces anything coming up in your planning horizon.
Think of the Cockpit as your weekly planning view. A 10-minute review at the start of each week is usually enough to identify your priorities and make sure nothing slips through the gaps.

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Switching between clients

Moving between client engagements in Wenite is seamless. From the Cockpit, click any client card to go directly into their dossier — no search, no navigation menu, no reorientation needed. The dossier opens exactly where you left it. When you’re inside a dossier and want to switch to another client, use the back to Cockpit navigation at the top of the screen. You return to the portfolio overview and can jump straight into the next client from there. This fluidity matters when you’re doing focused work across several clients in the same session. Wenite keeps each context clean and separate, so switching feels like changing your view — not starting over.

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Benchmark across clients

As you work with more clients over time, your accumulated data in Wenite becomes something more than a record — it becomes a benchmark asset. When you’ve run engagement scans across ten, twenty, or fifty organisations, you develop a genuine reference point for what good looks like in a given sector or company size. Wenite preserves that asset for you. Your instruments, your findings, and the patterns you observe across clients don’t disappear between engagements — they compound. Over time, you can tell a new client not just what their score is, but how it compares to similar organisations you’ve worked with. That’s the kind of substantiated, evidence-based advice that distinguishes an experienced consultant from a generalist. Use the Cockpit to reflect on your portfolio as a whole: where are you seeing recurring themes? Which interventions are generating the strongest results? Which sectors have consistent gaps? These portfolio-level patterns are a strategic asset — and Wenite is where they live.
Schedule a short Cockpit review at the start of every working week — even just 10 minutes. It’s the simplest way to make sure no client engagement goes stale, no deadline sneaks up on you, and no action sits unaddressed long enough to become a problem. Consultants who check the Cockpit regularly spend less time firefighting and more time doing the work that matters.
All client data in Wenite is fully separate. Switching between clients in the Cockpit never mixes data from one engagement with another. Each dossier is a completely isolated environment — your cross-client benchmarking happens through your own professional judgement, not through any shared data layer.