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Book of Business
Daily · ClickUpSentiment pulse
NewEvery managed client by 💟 Sentiment · widths are clients, labels show MRRAccount Managers
Daily · ClickUpBandwidth · self-reportedUpdate AM bandwidth
At-Risk Clients by Account Manager
NewDaily · ClickUpAt-risk MRR per AM
Needs Attention beside Churn Risk · managed clients
Sentiment by AM
Share of each AM's managed clients, by sentiment
Needs Attention & Churn Risk
Clients and MRR per AM by sentiment category · managed clients · joint assignments listed as their own row
Where the clients are
Daily · ClickUpFilterManaged clients by state
Click a state to filter the list
Top states
Managed clients and MRR
Client headquarters
Type a city, state, client, or AM
Portfolio Mix
Daily · ClickUpPractice area
Managed clients
Lifecycle status
Every client in the Client Center
Active services
Managed clients with the service marked Active · ring = share of managed clients
Monthly Scorecard
Computed · monthlyFinance inputs · manualRevenue & client retention
Percent, by month
Monthly Finance inputs
Revenue retention, client retention, billed clients, and upsell come from Finance. Everything else is computed on the 1st.
Finance retention workbooks
Each month Finance publishes a “Rankings Monthly Retention” Google Sheet. Share it with
tracker-reader@revkitchen.iam.gserviceaccount.com, paste the link here, and the next morning's sync fills that month's scorecard row and every AM's retention. Workbook values beat the snapshot; anything you type above beats the workbook.Monthly metrics
Client Center activity
How often the source data is being touchedClient records edited per day
One cell = one day · brighter = more records edited · history accumulates from the first daily pull