Client Health Board

Welcome back

Every account's health on one screen.

Last contact, the account manager's weekly pulse, results against target, overdue work, late invoices and renewals, scored for every client. Built for marketing agencies.

Healthy, watch or at risk, with the reason why
A 30-second weekly pulse for every account manager
Renewals and retainer at risk before the client calls

Client HealthBoardWeekly pulseRenewalsReport

BoardSort: risk first

Healthy9

Watch3

Retainer at risk$8,400

Harbourview DentalNo contact in 34 days41At risk

Northwind OutfittersRenews in 21 days, not confirmed63Watch

Copperleaf RealtyPulse 3/5: "Wants more leads"68Watch

Tidewater BrewingAll signals good94Healthy

Summit PhysioLeads at 112% of target90Healthy

Alder & Ash InteriorsAll signals good88Healthy