The Client Dashboard gives you a snapshot of an individual client's account details, revenue, initiatives, and goals in one place. You can open the Dashboard for any client you manage. 

Accessing the Client Dashboard

You can reach a client's Dashboard from the client list. Go to Manage > Clients, click the client's name to open a preview drawer, then click Open client page.

Alternatively, click the account dropdown in the upper left of the screen, hover over Select Client and click the name of the client whose dashboard you want to access.

Client Dashboard layout and features

Left navigation panel

The left navigation panel shows a Back to Home link, the Client's name, and an overflow menu icon to access Client Settings.
Below that, it's organized into:

• Dashboard, Calendar, Tasks, and Notes at the top level
• Discover: Analytics, Assessments, and Insights
• Plan: Initiatives, Budgets, and Goals
• Engage: Deliverables
• Manage: Contacts, Agreements, Hardware, and Software

Client Summary

Below the page header, one panel is divided into three parts:

• Client Summary: 
  A Generate brief link with an AI icon. Clicking it generates a client summary and an industry summary. Once generated, a View Full Summary link appears, which opens a drawer where you can read the full client and industry summaries.

Overview

• Overview
  The client's owner, account team (shown with an avatar), segment, and the date the client became a customer.

Revenue Info

• Revenue Info
  The client's annual recurring revenue and renewal date, along with a Key Contacts sub-section.

Metric tiles

Several tiles summarize the client at a glance:

• DMI
• Relationship Score
• Pipeline
• Active Initiatives
• Forecast
• Goal Health
• Upcoming meetings
• Client Health
• Value

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