Client health · dashboard template

Accounts going quiet

"Show me the accounts with no emails, no meetings, and no task activity, longest silence first."

The account nobody reports on is the one where nothing happened, and that silence is usually the earliest churn signal there is. No single tool can see silence, because silence is the absence of activity across all of them.

Your dashboard · live

Meridian: 16 days quiet. No email since the pricing question you answered in one line, nothing scheduled, no task has moved.

Reading from:CITED, ALWAYS
UNDER THE HOOD

What it actually shows

Accounts ranked by silence: days since the last email in either direction, the last meeting on anyone's calendar, and the last movement on their work. Silence across all three at once is what makes the list.

Everything here lives on a board with the Pulse above it: the line that reads the whole board and says what changed, what needs attention, and what to do next.

MAKE IT YOURS

A template is a starting sentence

Edit the wording until it fits your business exactly. Two ways businesses bend this one:

"Count only client-initiated emails, so our newsletters don't reset the clock."
"Flag any account crossing 14 days directly to the accounts channel."

Boards running this usually add

Put "Accounts going quiet" on your board

Connect your tools, say the sentence, and the card starts reading your business. Free plan included, no credit card required.