Five views agencies actually use — retention, expansion, client visibility, where every signal comes from, and the rest of the platform. Sample data, real product UI.
Start with Client health — tap Northgate Retail Co to see why a healthy-looking account landed in the risk band.
Interactive demo
Sample data
Retention · See risk bands, revenue at stake, and the meetings, email, and delivery signals behind each score.
Risk-weighted exposure
$32,100
Across 2 at-risk or watch accounts
Stable + watch book
$92,400
Healthy and watch bands combined
By band
Clients
NR
Northgate Retail Co
E-commerce retainer
Sample portfolio · illustrative data
Risk
Health score
38
Annual contract
$24,000
Risk-weighted
$24,000
Campaigns look fine on paper, but meeting and email sentiment turned negative about operations — not marketing. Renewal is six weeks out with no executive touchpoint.
Signals Base connected
MeetingsNegative sentiment
Last two leadership calls flagged frustration with ops delays — marketing was not the stated issue.
GmailTone shift in threads
Replies shortened; CFO cc'd on scope thread that previously stayed with marketing lead.
RenewalRenewal in 6 weeks
No QBR or exec check-in scheduled before contract end.
Meta AdsSpend still active
Media running normally — surface metrics would miss the relationship drift.