Total clients
99
Active accounts
Avg health score
—
Load health data
At-risk clients
—
Score 7–8.9
Critical clients
—
Score below 7
Health distribution
Features adoption — all — clients
Integration methods
TrackSphere ticket breakdown
Clients needing immediate attention
| Client | CSM | Health | Tickets | Awards | Logins | Status |
|---|
| Client | Client ID | CSM | CSM Score | Health | Tickets | Awards | Badges | Logins | Status |
|---|
--
--
—
/ 10
Factors
Jira
Emails
Info
Total clients
—
Total employees
—
HRIS integrated
—
Recognition active
—
MS Teams enabled
—
Perks active
—
Pulse clients
—
Profile badges
—
Engagement metrics All clients · aggregated live · edit per client
Active employees only · percentages rounded to 2 decimals · hover a metric name for its definition.
Showing 99 clients
| Active client | Client ID | CX POC | Employees | R&R | Perks | Redemption | Pulse | HRIS | HRIS Integration | MS Teams Integration |
|---|
1–25 of 99
Client Health Metrics
Access & permissions
Market segment
| Client | POC | Employees | Market segment | Phase | Status | Integration |
|---|
Ongoing CSM portfolio
| Client | POC | Employees | Market segment | Phase | Status | Integration |
|---|
Phase view
| Client | POC | Employees | Market segment | Phase | Status | Integration |
|---|
Generate QBR
Pick a template, upload the client's CSV data files, then generate the deck — your exact template, filled with that client's figures.
Template
Loading templates…
The generated deck uses the selected template's exact design.
Data files (CSV / Excel)
Click to upload or drag and drop
The QBR data files — logins, device, points, redemption, appreciations, awards, badges, deals. Auto-detected.
Details
Every client you look after is listed. Once files are uploaded, the ones they hold data for are grouped at the top.
→
Only data within this range is used (inclusive), in month order. The title slide shows this range.
Points scale
Divides points on each slide and updates its chart & “in …” labels. Counts & gift cards are never scaled.
How it works
Steps
- Select the template (admins can add/remove templates).
- Upload the client's CSV / Excel data files — each auto-detected.
- Pick the client, the date range, and the points scale per slide.
- Review figures — check every computed number against your source.
- Then Generate & download — your exact template, filled for that client.
Support tickets by client counted by date raised
Tickets per client click a bar to filter
Raised over time
Client × period counts of tickets raised in this window
| ID | Subject | Client | Status | Priority | Source | Raised | Updated |
|---|
Cards available per client counted across all categories
Total per CSM click a bar to filter
Per client
Tickets raised by CSM counted by date raised
Total per CSM click a bar to filter
Raised over time
CSM × period counts of tickets raised in this window
| Key | Summary | Type | Status | Priority | Reporter | Assignee | Updated |
|---|
Tickets raised by CSM counted by date raised
Total per CSM click a bar to filter
Raised over time
CSM × period counts of tickets raised in this window
| Key | Summary | Type | Status | Priority | Reporter | Assignee | Updated |
|---|
All
Unread
Awaiting reply
Portfolio health ranking
Clients per CSM by health
Upload your data files
Upload CSV or Excel exports — platform engagement, Jira tickets, and per-client engagement metrics. Health scores auto-calculate using: Logins 30% + Awards 25% + Badges 25% + Ticket penalty 20%
— or preview with sample data —