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. Paused and ending clients are still scored and counted — they carry a chip so you can see the context at a glance. 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
Client status
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