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Template. You can change anything about this app by describing it in its build chat. See App templates.
See which client companies are active, slowing down, or gone quiet, based on what their clients do in your workspace. Each company gets an engagement level and a churn risk, and your team is alerted when one goes quiet or its activity drops sharply. This app is for your team only. Clients never see it. Category: Dashboards · Used by: your team · Works with: CRM, Messages, Files, Forms, Billing, Contracts, Tasks

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Features

  • A row for each company with its Level, Risk, Engagement pulse, Last active, Top app, Last reviewed, and Next follow-up
  • Four levels: Engaged, Cooling, Quiet, and Not onboarded, with a count card for each
  • Churn risk of High, Medium, or Low, and a reason for each rating
  • A detail view with 12 weeks of activity, an app breakdown, the most active clients, recent events, and an AI analysis
  • A review workflow: mark a company reviewed, add a note, schedule a follow-up, and keep the history
  • Risk rules you can tune, with Standard, Strict, and Lenient presets and a live preview
  • Alerts when a company goes quiet, drops sharply, or is due for a follow-up
  • An archive for companies you no longer want to track
If your workspace doesn’t use companies, the dashboard tracks each client instead.

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How to use it

This app is internal. There is no client side: clients who open it see that it’s available to staff only.

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For your team

Open the app to see every company you have access to. The data refreshes when you open the app and once a day, and you can click Refresh data at any time.Click a count card, such as Quiet or Cooling, to filter the table to that level. Click it again to clear it. Use search and the Level and Risk filters to narrow the list, and click a column heading to sort by it. Sorting by Next follow-up puts overdue follow-ups first.
Click a company to open its details. You’ll see its 12-week activity, Signals such as Activity / week, Trend, and Top app, an App breakdown, its most active clients, and Recent events.The AI analysis section summarizes the activity, lists any concerns, and gives a Suggested follow-up. Activity counts things like messages, file uploads and downloads, form responses, payments, contract signatures, completed tasks, and logins.
  1. Open the company and click Mark as reviewed.
  2. Optionally add a Review note for your team.
  3. Optionally pick a Next follow-up date.
  4. Click Save review.
Every review is saved under Reviews with who made it and when. When the follow-up date arrives, the team is alerted.
Open the company and click Archive to stop tracking it on the dashboard. Click View archived to see archived companies, and Restore to bring one back.
Click Engagement rules to open Settings.
  1. Pick a preset under Presets, or set your own numbers under Risk rules: how many days without activity make a company Quiet, and the days or activity drop that make its risk High or Medium.
  2. Check the Live preview to see which companies would change level or risk.
  3. Click Save rules.
Everyone on your team can view the rules, but only admins can change them. Under Display, anyone can choose to hide test and personal companies.
Your teammates only see the companies they have access to, and only get alerts about those companies.

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Notifications

  • When a company goes quiet, your team gets an in-product alert. A company that was already quiet the first time the app scanned doesn’t trigger one.
  • When a company’s activity drops sharply compared to the four weeks before, your team gets an in-product alert.
  • When a follow-up date arrives, your team gets an in-product alert.
Alerts go to each teammate who has access to that company. Opening an alert shows the company’s engagement details. To change who’s notified or what the messages say, see Configuring notifications.

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Set it up

1

Add the template

Click Add App in the Dashboard sidebar. Find Client engagement dashboard under Start from a template, or scroll down to Browse all apps and pick the Dashboards filter.
2

Try it as your team

The app lands in your sidebar as a draft. Open it to run the first scan, then open a company to see its details and save a review.
3

Publish it

Publish the app so your team can use it. See Launching apps.

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Change it with the app builder

This app is a template, so you can change anything about it by describing what you want.
1

Open the build chat

Open Client engagement dashboard from your Dashboard sidebar, click its name at the top, then click Switch to builder.
2

Describe the change

Write what you want the way you’d ask a teammate. Say where it shows up, such as the dashboard table or a company’s details.
3

Check the preview

The app builder makes the change and updates the preview. Switch to Team view to check it.
4

Publish

Click Publish when you’re happy. Until you do, your team keeps seeing the last published version.
Changes people often make to this template:
  • “Send the quiet and sharp drop alerts by email too, not just in-product”
  • “Only alert the company’s assigned account manager instead of the whole team”
  • “Add an Account owner column and filter the table by it”
  • “Show a 6-month activity chart instead of 12 weeks”
  • “Count activity in our custom apps toward engagement”
  • “Add a weekly summary of companies that changed level”
See Iterating on apps for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose Rename app or Manage app.

Sales pipeline tracker

Open deals by stage, with value and owner

Billable time tracker

Log billable hours by client and export them
View this template on assembly.com