Client Monitor

Weekly CRM monitor · 20 clients

Last updated: —

Needs your attention now — tap a card for the full client view

Leads — by client

Trapped backlog — open leads sitting in pipeline, by client

⚠️ Where the money hides: open leads across the book. Reactivation territory. (Open is a live snapshot — same in both views.)

All clients — tap any row to open that client

Client	Leads	Leads Δ%	Won	Close %	Close Δ	Open

Δ compares to the previous month. ▲ close rate up · ▼ close rate down. Watch for leads up + close ▼ (converting worse) or leads down + close ▲ (leaner but sharper).

Built from your weekly brief data (NiagaCRM Monitor Sheet). "Close %" = won ÷ leads; "Close Δ" is the change in that rate vs last month, in percentage points. "Won" counts quick closes in the window. TMK / Treone show n/a where wins live in another pipeline. Say "update my dashboard" to refresh.