Sales & CRM

Client Health Monitor

Track accounts by sentiment and renewal date. Rows are Sentiment (Happy (Green), At Risk (Yellow), Churn Likely (Red)); columns are Renewal Quarter (Q1, Q2, Q3, Q4).

What the two axes are

Rows — Sentiment

  • Happy (Green)
  • At Risk (Yellow)
  • Churn Likely (Red)

Columns — Renewal Quarter

  • Q1
  • Q2
  • Q3
  • Q4

And then pivot it

The same cards answer a different question when you swap the axes. Put Renewal Quarter down the side and Sentiment across the top and the board re-sorts itself — nothing is duplicated, nothing is re-entered, and every card keeps both of its values.

How pivoting works

Start with Client Health Monitor

Create a free account and the board is waiting, facets and values already in place.

Frequently Asked Questions

Track accounts by sentiment and renewal date. Rows are Sentiment (Happy (Green), At Risk (Yellow), Churn Likely (Red)); columns are Renewal Quarter (Q1, Q2, Q3, Q4).

Yes — that is the point of a two-axis board. Sentiment and Renewal Quarter can trade places in one click, and the grid re-sorts without duplicating or re-entering anything.

Yes. Every template is free on every plan, including Free, which allows five boards per space.