LM Client Health Dashboard
Clients · Churn & Retention ClickUp + payments
New clients started in range, churn that happened in range, and LTV:CAC. Everything follows the date range at the top. Click any stat tile to see who.
Net Promoter Score ClickUp NPS form
NPS from client responses in the selected range. Promoters score 9-10, passives 7-8, detractors 0-6. Click a tile to see who.
Client Health Estimates Client Records
Estimated from each client's channel, content feedback and billing, refreshed twice a week. Current clients only unless noted. Click a tile to see the clients behind it.
Customer & Content Satisfaction ClickUp feedback
Satisfaction from client feedback in the range. Click a tile to see the responses behind it.
Client Health Over Time
Overlay client quality, churn rate, NPS, satisfaction, and at-risk volume. Toggle any line; switch weekly / monthly / quarterly / annual.
Client Sentiment Client channels + content
How clients feel in the selected range, scanned from the clients' own channel messages and content comments (never team messages). Click a tile to read what they said.
Clients At Risk Early warning
Detractors, complaints, and churn-language from the NPS form plus client channels, record notes, and content comments in this range. Address these before they churn.
What Clients Love Social proof
The themes clients praise most across the board (research depth, results, communication, and so on), summarized from feedback forms and their channels.
Top Complaints & What To Improve Themes
The recurring issues clients raise across the board, summarized so you can see what to fix first.
New Clients In Period
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Why Clients Churn
Churning and churned clients in this range, bucketed by reason from their own ClickUp messages: can't afford, no results, communication, or voice mismatch. Click a bar to see who.
Churn by Lead Source
Where clients that churned in this range originally came from. Click a bar to see who.
Churn Rate by Lead Quality
Share of clients in each original lead-quality band who churned during the selected range.
Churn by Closer
Clients who churned in the selected range, grouped by whoever closed them (the host of their sales call). Click a bar for the clients.