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CONCEPT

Atlas

A client-health dashboard that scores accounts on delivery signals and relationship signals side by side, so renewals stop being a gut call.

The problem

Account health lived in the heads of whoever ran the last QBR. Renewal calls started from vibes instead of a shared score.

What I built

Weighted signals — SLA performance, scope volatility, invoice friction, meeting sentiment, executive engagement and others — rolled into one score with the drivers always visible. Still a concept, not production.

Outcome

The design goal is QBR prep measured in minutes, with every red driver already named before the meeting starts.

Account healthSalesforceDashboards
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