Client Reporting
Know how every client is doing, before they tell you.
We build the reporting your team actually reads: detailed analytics with the real numbers, a health score for every client, and an alert when one starts to slip.
It arrives without being asked for, where you already are — Slack, email, or your first conversation of the day — so nobody has to remember to open a dashboard.
- Northwind health slipped to watch
- Two renewals due before Friday
- Pipeline on track for the quarter
What you get
Three kinds of thing, and nothing else.
The point of reporting is what it leaves out. Everything here is something you chose.
Detailed analytics
Pipeline, campaigns and accounts in one view, with the real numbers from your CRM rather than something close to them.
Client health scores
Every account scored from the activity already in your tools, so you see which clients are healthy and which need attention.
Alerts and a morning brief
What moved overnight, the accounts that slipped, and a nudge when something needs a decision — in the channel you already read.
A day, as configured
Set once, then it runs.
08:30
Morning brief
Pipeline moved, three accounts to watch, one thing waiting on you.
11:00
Health alert
Northwind’s health score slipped to watch. Worth a call this week.
16:00
Threshold crossed
Campaign spend is 18% over plan this week.
“I stopped opening four dashboards. It tells me what changed.”
VP Growth · Education platform
Where we draw the line
The failure mode is noise.
An alert nobody reads is worse than no alert, because it teaches people to ignore the channel.
We won’t ship a default digest.
You pick the accounts, the numbers and the thresholds. A brief nobody chose is a newsletter.
We won’t send it somewhere new.
It arrives in Slack, in email, or in your first conversation of the day — wherever you already look.
We won’t leave it as we set it.
We tune it after a fortnight of real use, because what you thought you wanted and what you actually read are rarely the same.
Questions
The questions buyers actually ask.
Direct answers for teams deciding whether client reporting belongs on the shortlist.
How does client health scoring work?
Every account gets a score built from the activity already in your tools, so nobody has to fill anything in. When one starts to slip you get an alert where you already work, and you hear about it before the client says it.
What are the daily settings and notifications?
You choose what matters: a morning brief, alerts on named accounts, a flag when a number moves past a threshold, a nudge when something needs a decision. It arrives where you already are — Slack, email, or your first conversation of the day — so nobody has to remember to open a dashboard.
How is this different from the alerts in our CRM?
CRM alerts fire on one system's events. This reads across the base — the call, the document, the deal and the spend — so the nudge arrives with the context that explains it rather than a bare notification.
Can different people get different briefs?
Yes, and they should. A VP of growth and an SDR do not need the same morning. Each brief is scoped to the person and to what they are allowed to see.
What if it gets noisy?
We tune it after a couple of weeks of real use, and you can turn any thread off yourself. The measure is whether people still read it in month three.
Do we need the company wiki first?
For the analytics and alerts, not necessarily. For the report to explain why something matters rather than just reporting it, yes — that context is what the wiki provides.
Also part of the system