Client engagement dashboard
What's in the client engagement dashboard template
Track how engaged every client is from their activity level, and get alerted when someone goes quiet, before they churn.
- Churn risk at a glanceEngagement dashboard with churn risk scoring and 12-week activity trends
- Thresholds you setConfigurable thresholds with presets and a live preview of what would change
- Detail viewActivity chart, app usage breakdown, most active people, AI summary
- Review workflowMark reviewed, add notes, schedule follow-ups, keep the history
- Alerts before they churnIn-product alerts when an account goes quiet, drops sharply, or a follow-up is due
Add your template,
customize it, and publish
Client engagement dashboard installing…3 of 4
Added to your workspace
Each client sees only their own
Fields and statuses set up
Ready to use as is
Step One:Add the template
It installs as a working app in your workspace that you can use as is.
Add a due date to each item and remind clients before it's due.
Step Two:Describe your changes
Tell the app builder what to change and it adapts the template to your business.
BrandmagesHomeMessagesFilesProposalsContractsInvoicesClient engagement dashboard
Step Three:Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Start with the client engagement dashboard template
Start from this template for free and make it yours in minutes. No credit card required.