Sales & CRM

Client Health Monitor

Track accounts by sentiment and renewal date. Rows are Sentiment (Happy (Green), At Risk (Yellow), Churn Likely (Red)); columns are Renewal Quarter (Q1, Q2, Q3, Q4).

What this board starts with

Rows — Sentiment

  • Happy (Green)
  • At Risk (Yellow)
  • Churn Likely (Red)

Columns — Renewal Quarter

  • Q1
  • Q2
  • Q3
  • Q4

Four examples are included

These are ordinary cards, included so the first board is useful immediately. Edit or delete them like any other card.

  • Juniper Health

    Happy (Green) × Q2

  • Copper Works

    At Risk (Yellow) × Q3

  • Summit Retail

    Churn Likely (Red) × Q1

  • Harbor Studio

    Happy (Green) × Q4

Ask another question later

Swap Renewal Quarter and Sentiment, or choose another facet for either axis. The cards keep their assigned values and the board lays them out again.

How pivoting works

Build your own Client Health Monitor board

Sign in or create an account, then choose this template from the dashboard library.

Sign in to browse templates

Frequently Asked Questions

Track accounts by sentiment and renewal date. Rows are Sentiment (Happy (Green), At Risk (Yellow), Churn Likely (Red)); columns are Renewal Quarter (Q1, Q2, Q3, Q4).

Yes. Sentiment and Renewal Quarter can trade places, or you can put another facet on either axis. The same cards are laid out from their existing values.

Yes. Every template is free on every plan, including Free, which allows five boards per space.