Client Health

Client Health Dashboard

Live data

Favorable Unfavorable

Where each signal comes from

Delivery: Live: PM health ratings from the Kantata Project Health Report.
Sentiment: NPS / survey responses and HubSpot relationship data.
Engagement: Activity from HubSpot and support/ticket volume.
Financial: Billing, revenue trend, and receivables from the finance system.
Month history: accumulates automatically as each monthly import lands; unwired signals show as no data instead of invented numbers.

The client portfolio is healthy (92 out of 100 in Jun 2026).2 of 35 scored clients need attention (RAINN, APTA), representing $154K of contracted budget.

Portfolio health over time

Viewing Jun 2026 · history accumulates monthly

Client health over time

Real PM ratings + wired signals; one bar per monthly import.

Portfolio Health

Score

Jun 2026

vs prior month92-

Accounts At Risk

Count

of 35 scored clients

Watch list1Review

Healthy3394%

Revenue At Risk

$154K

Watch or at-risk budget

Share of total4%Under 25%

Health Mix

Bands

33Healthy1Watch1At Risk

Bands75 / 55Draft

Owner workload · click to filter, double-click to clear

Highest risk budget first

Clients · highest risk first · Showing 35 of 35

Not scored this month

Showing 5 of 5 with no PM ratings or signals for Jun 2026

AgencyNo data

-/100

Mike Arrowsmith · $0 · 1 project

APICNo data

-/100

Sara Franco · $100K · 1 project

SCHUSNo data

-/100

Rob Malgieri · $21K · 1 project

TRUTHNo data

-/100

Stephanie Drahan · $72K · 1 project

WKARNo data

-/100

Bill Blinstrub · $28K · 1 project