Client Health Dashboard

Monitor client relationships and prevent churn

Active Clients

Monthly Revenue

Avg Health

At Risk

Overdue

Client Health Overview

No clients yet. Add your first client to start tracking health.

💡 Health Score Tips

• Check in with at-risk clients before it's too late
• Address payment issues early to prevent larger problems
• Set clear expectations at project start to avoid scope creep
• Regular communication prevents "expectation gap" situations

How to Use Client Health Dashboard

Monitor client health and prevent churn proactively.

1Add clients with initial health scores
2Set risk flags when issues arise
3Create and track invoices
4Review alerts and take action

Who Is Client Health Dashboard For?

For freelancers and agencies who want to prevent client churn.

Freelancers

Don't lose clients unexpectedly

Agencies

Monitor multiple client relationships

Account Managers

Track client satisfaction and health

Frequently Asked Questions

How is the health score calculated?▼

Health score = (Payment score + Communication score + Satisfaction score) / 3, minus risk flag penalties. Each score is 1-5, multiplied by 5 to get a percentage.

What are risk flags?▼

Risk flags are warning signs like late payments, communication drops, scope creep, etc. Each flag reduces the health score by 5 points.

When should I worry about a client?▼

Take action when health score drops below 60%, or when you see multiple risk flags. The alerts tab shows all issues that need attention.