Acme MSP

Dashboard

Leadership view of portfolio health

Score 0–100

Active Accounts

14+12

Avg Health Score

64-2

At-Risk Accounts

7+2

Total ARR

$2658k+4%

At-Risk Accounts

7 accounts below 60

7

Account	Score	Trend	Top Driver	Owner	Go
I InitechSMB	38	8	No exec sponsor	Mei L.
L LexCorpMid-Market	39	11	Champion departed	James W.
C Cyberdyne SystemsSMB	42	15	Invoice dispute	Mei L.
G Globex IncMid-Market	45	12	Support ticket spike	James W.
O OscorpSMB	52	7	Low product usage	Sarah C.
S Stark IndustriesMid-Market	55	5	Renewal risk	Anya P.
S Soylent CorpSMB	58	3	Missed QBR	Anya P.

Health Trend

Portfolio health distribution over time

Healthy

Monitor

At Risk

Touchpoint Coverage

Last client interaction across 14 accounts

Touched this week

8(57%)

7-14 days ago

3(21%)

Overdue (14+ days)

3(21%)

Champion Strength

Relationship depth across your portfolio

Exec Sponsor Coverage

43%

6 of 14 accounts

No Champions

3

Need immediate attention

Avg Champions / Acct

1.4

Across filtered accounts

Open Next Actions

3 overdue of 7 total

Escalation call with VP Ops

Globex Inc · James W.

Emergency QBR

LexCorp · James W.

Invoice follow-up

Cyberdyne Systems · Mei L.

Send re-engagement email

Initech · Mei L.

Renewal prep call

Stark Industries · Anya P.

Usage review session

Oscorp · Sarah C.

Team Activity

Last 7 days

SC

Sarah C.

West

18 touches12 pulses5 done

18

MO

Marcus O.

West

16 touches12 pulses7 done

16

ML

Mei L.

West

14 touches12 pulses4 done

14

AP

Anya P.

East

12 touches11 pulses2 done

12

JW

James W.

East

11 touches10 pulses3 done

11

DP

David P.

EMEA

9 touches8 pulses6 done

9