Multi-Client Dashboard — Manage All Client Relationships in One View
See how agencies use Refront's multi-client dashboard to track project status, billing, communication, and satisfaction across their entire client portfolio.
Introduction
Managing multiple clients means tracking multiple relationships, each with its own projects, billing cycles, and communication preferences. Refront's multi-client dashboard aggregates everything — project health, outstanding invoices, recent activity, and communication history — into a single view that keeps you on top of every relationship.
Real-World Examples
Client Health Scorecard
Each client in the dashboard has a health score based on multiple signals: project delivery timeliness, invoice payment speed, support ticket volume, and last communication date. A client with three overdue invoices and no communication in 30 days is flagged as "at risk." The account manager receives a prompt to reach out.
Why this works:
Health scoring turns relationship management from reactive to proactive. Instead of discovering a client is unhappy when they leave, the agency spots warning signs early and takes action.
Revenue and Billing Overview per Client
The dashboard shows each client's total revenue (YTD and all-time), outstanding invoices, upcoming billing, and payment history. The finance team can quickly identify which clients have overdue payments and which are approaching renewal decisions.
Why this works:
Combining relationship data with financial data in one view enables informed conversations. When the account manager calls about a project update, they're also aware of any billing issues to address.
Activity Timeline Across All Clients
A unified activity timeline shows all client interactions chronologically: portal logins, ticket submissions, invoice payments, quote approvals, and email opens. The agency can spot patterns — like a client who stopped logging into the portal three weeks ago — that indicate disengagement.
Why this works:
Activity monitoring provides leading indicators of client satisfaction. Declining portal usage often precedes churn, giving the agency time to re-engage before losing the relationship.
Key Takeaways
- Client health scores enable proactive relationship management.
- Combined revenue and relationship data drives informed conversations.
- Activity monitoring reveals early signs of client disengagement.
- A single dashboard replaces scattered CRM, billing, and project data.
How Refront Can Help
Refront's multi-client dashboard is built for agencies managing portfolios of client relationships. Every data point — projects, billing, communication, satisfaction — is aggregated automatically. Stop managing clients from memory and start managing from data.
Frequently Asked Questions
Does this replace a CRM?
For project-based businesses, Refront's client management often replaces a standalone CRM. It tracks the full lifecycle: from lead (via quoting) through active projects to ongoing support. For complex sales pipelines, you can integrate with your existing CRM.
Can I segment clients by type or value?
Yes. You can tag and filter clients by type (retainer, project, support-only), revenue tier, industry, or any custom attribute. This enables targeted communication and resource allocation.
How is the health score calculated?
The health score combines multiple weighted signals: delivery performance, payment timeliness, communication frequency, support ticket sentiment, and portal activity. You can customise the weights to reflect what matters most for your business.
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