Client Sentiment
Lower is better. 1–3 low, 4–6 medium, 7–8 high, 9–10 critical. An account is red-flagged after 3 consecutive assessed weeks at 7 or above. Gaps in the weekly strip mean no client communication was captured that week, which is neither good nor bad on its own. Charts are inverted so a line moving down means sentiment is worsening.
Agency-wide average, trailing 12 weeks
average client score this week
By tier, trailing 12 weeks
Biggest deterioration this week
Biggest improvement this week
Most volatile, all-time swing
Top signals across the agency this week
Tier
Status
Strategist
Trajectory
| Client | Strategist | Current | 4-wk avg | 12-wk avg | Trajectory | Contact this wk |
|---|
Each strategist's book, scored the same way. The average uses each client's current score; the line shows how their book has moved over the trailing 12 weeks. Lower is better, so the axis is inverted — a line trending down means sentiment is worsening.
Strategist