Account Manager Dashboard
Track client health, tasks, and upsell opportunities
Average Client Health
78%
↑ 2% from last month
Upsell Opportunities
5
↑ 3 from last month
At-Risk Accounts
2
↑ 1 from last month
Today's Tasks
Tasks that need your attention today
UrgentAcme Corp
Respond to client feedback on latest campaign
StandardGlobex Inc
Schedule monthly performance review call
StandardWayne Enterprises
Prepare monthly analytics report
Upcoming Tasks
Tasks scheduled for this week
StandardStark Industries
Quarterly strategy review (Thursday)
2 days
StandardOscorp
Content calendar planning (Friday)
3 days