Client Health Monitoring

Keep Every Client
Happy & Healthy.

Client health monitoring dashboard that tracks project health, satisfaction, and risk indicators across your entire portfolio.

Key Features

What It Does

Health Scores

Composite health scores based on project velocity, communication frequency, budget status, and satisfaction signals. Green, yellow, or red at a glance.

Risk Indicators

Early warning system that flags at-risk accounts before problems escalate. Tracks scope creep, delayed responses, and budget overruns.

Trend Tracking

Historical health trends over weeks and months. See which accounts are improving and which need intervention.

Action Items

AI-generated recommended actions for each account. Specific, prioritized steps to improve health scores and strengthen relationships.

How it works

Up and Running in Minutes

Connect Your Data

Alpha Agent pulls data from Jira, Slack, and your billing system to calculate client health scores automatically.

Monitor the Dashboard

View your entire portfolio at a glance. Drill into any account to see detailed health metrics and trend data.

Act on Insights

Follow AI-recommended actions to address risks early. Weekly health digests delivered to your Slack keep the team aligned.

Ready?

Never Lose a Client.

Proactive health monitoring that catches problems before your clients do.

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