Client Portfolio Dashboard

The problem it solves

Agencies and boutique consultancies typically track client health in spreadsheets, half-remembered conversations, and the CEO’s inbox. By the time a retainer is at risk, it is often already lost. This dashboard replaces the spreadsheet sprawl with one screen: every client, every engagement, every anomaly, every narrative insight generated automatically from the data that already lives in the CRM, time-tracking, and finance systems.

Who it’s for

Agencies and consultancies with 10–60 clients on retainer who want to stop managing churn reactively. Works equally well for design studios, marketing agencies, boutique technology consultancies, and specialized advisory firms.

What it does under the hood

The system ingests data from Hubspot / Salesforce, Harvest / Toggl, QuickBooks / Xero, and Slack, normalizes it into a common schema, and runs weekly scoring on six axes (scope adherence, communication cadence, budget burn, NPS signals, project velocity, payment history). Anomalies surface automatically — including narrative summaries written by the AI layer, not just red/yellow/green lights.

Engagement structure

Typical engagements run three weeks — week one to wire integrations and define the scoring rules, week two to build the dashboards and the anomaly-detection layer, week three to train the team and hand over. Monthly hosting and maintenance run $300–$600 depending on seat count.