Company Health & Vantage Dashboard

Name: Vantage PSA
Price: 49 USD
Author: Vantage

The Vantage dashboard gives you a 360° view of your company portfolio. Health scores automatically identify at-risk relationships so you can act before companies churn.

The Vantage Dashboard

Navigate to Vantage in the sidebar to see your entire company portfolio at a glance.

Portfolio Overview

Company Portfolio Health
─────────────────────────────────────────
Excellent (80+)    ████████████████  12
Good (65-79)       ██████████████    10
Fair (50-64)       ████████          6
At Risk (35-49)    ████              3
Critical (&lt;35)     ██                1

At-a-Glance Metrics

Metric	Description
Average Health	Portfolio-wide health score
MRR	Monthly recurring revenue
At Risk Revenue	Revenue from unhealthy companies
Churn Forecast	Predicted churn based on health

Health Scores Explained

Each company receives a score from 0-100 based on four factors:

Score Components

Factor	Weight	What It Measures
Financial	40%	Revenue, margins, payment history
Operational	30%	Ticket volume, response times, SLAs
Relationship	20%	Activity recency, engagement
Growth	10%	Revenue trend, pipeline

Score Ranges

Score	Status	Meaning
80-100	🟢 Excellent	Thriving relationship
65-79	🟢 Good	Healthy, minor issues
50-64	🟡 Fair	Needs attention
35-49	🟠 At Risk	Intervention required
0-34	🔴 Critical	Immediate action needed

Financial Health (40%)

Measures the financial strength of the relationship.

Factors

Factor	Good Sign	Warning Sign
Revenue	Growing or stable	Declining
Payment Speed	Pays on time	Chronically late
Outstanding AR	Low/none	High balance
Profitability	Good margins	Low/negative margins

Example Calculation

Acme Corp Financial Score
─────────────────────────
Revenue trend:     +5% YoY → 90 points
Payment history:   Avg 28 days → 85 points
Outstanding AR:    $5,000 → 80 points
Profitability:     35% margin → 85 points
─────────────────────────
Financial Score:   85/100

Operational Health (30%)

Measures how smoothly work is delivered.

Factors

Factor	Good Sign	Warning Sign
Ticket Volume	Normal/decreasing	Spike in issues
Response Time	Meeting SLAs	Breaching SLAs
Resolution Time	Quick turnaround	Tickets aging
Reopened Tickets	Rare	Frequent

Example Calculation

Acme Corp Operational Score
───────────────────────────
Ticket trend:      Normal → 90 points
SLA compliance:    95% → 90 points
Avg resolution:    4 hours → 85 points
Reopened rate:     2% → 95 points
───────────────────────────
Operational Score: 90/100

Relationship Health (20%)

Measures engagement and relationship strength.

Factors

Factor	Good Sign	Warning Sign
Last Activity	Recent	Weeks/months ago
Communication	Regular contact	Radio silence
Feedback	Positive/constructive	Complaints
Referrals	Has referred others	Never

Activity Thresholds

Configure in Settings → Company Health:

Days Since Activity	Status
0-14 days	🟢 Healthy
15-30 days	🟡 Watch
31-60 days	🟠 At Risk
60+ days	🔴 Critical

Growth Health (10%)

Measures future potential and trajectory.

Factors

Factor	Good Sign	Warning Sign
Revenue Trend	Growing	Flat/declining
Project Pipeline	New work coming	Nothing planned
Expansion	Upsell opportunities	Downsizing
Contract Renewals	Renewed	Uncertain/not renewed

Using Health Scores

Daily Workflow

Check Vantage Dashboard - Start your day here
Review Critical/At Risk - These need immediate attention
Note Score Changes - Look for sudden drops
Take Action - Reach out, schedule calls, address issues

Score Drop Alerts

Get notified when:

Any company drops below 50
Any company drops 15+ points in a week
Critical companies show no improvement

Enable in Settings → Notifications.

The Company Health Card

Click any company on the Vantage dashboard to see their health card:

┌─────────────────────────────────────────┐
│  Acme Corporation            Score: 72  │
├─────────────────────────────────────────┤
│  Financial     ████████░░  78           │
│  Operational   █████████░  85           │
│  Relationship  ██████░░░░  60 ⚠️        │
│  Growth        ███████░░░  65           │
├─────────────────────────────────────────┤
│  ⚠️ No activity in 21 days              │
│  💰 $5,000 outstanding (32 days)        │
├─────────────────────────────────────────┤
│  [View Company]  [Log Activity]  [Call]  │
└─────────────────────────────────────────┘

Health Insights

The card shows specific issues:

⚠️ Warnings and risks
📈 Positive trends
💡 Recommended actions

Improving Health Scores

Low Financial Score

Issue	Action
Late payments	Follow up on AR, review payment terms
Declining revenue	Schedule business review
Low profitability	Review rates, scope efficiency

Low Operational Score

Issue	Action
SLA breaches	Review capacity, prioritize
High ticket volume	Root cause analysis, training
Slow resolution	Process improvement

Low Relationship Score

Issue	Action
No recent activity	Proactive outreach
Radio silence	Schedule check-in call
Negative feedback	Address concerns, service recovery

Low Growth Score

Issue	Action
Declining revenue	Upsell, propose new initiatives
No pipeline	Strategic account planning
Contract uncertainty	Early renewal discussions

Configuring Health Scoring

Adjust Weights

Customize weights in Settings → Company Health:

Financial:     [40%] ████████░░
Operational:   [30%] ██████░░░░
Relationship:  [20%] ████░░░░░░
Growth:        [10%] ██░░░░░░░░

Total:         100%

Weights should sum to 100%. Adjust based on what matters most to your agency.

Activity Thresholds

Set what “inactive” means for your business:

Threshold	Default	Your Setting
Healthy	14 days	___ days
Watch	30 days	___ days
At Risk	60 days	___ days

Reporting

Health Score Report

Reports → Company Health shows:

Health distribution over time
Companies improving vs declining
Correlation with revenue
Churn prediction

Exporting Health Data

Export for:

Executive dashboards
Board meetings
Account reviews

Best Practices

Weekly Health Review

Every week:

Review all At Risk and Critical companies
Check for score changes >10 points
Assign action items
Follow up on previous actions

Quarterly Account Reviews

Use health scores to prioritize:

Critical - Recovery plan
At Risk - Proactive outreach
Fair - Check-in call
Good/Excellent - Upsell conversation

Team Accountability

Assign account managers and track:

Health score changes per manager
Recovery success rate
Time to intervention

Keyboard Shortcuts

Shortcut	Action
`G` then `V`	Go to Vantage dashboard
`F`	Filter companies
`S`	Sort by score
`Enter`	Open company card

Integration with Other Features

Vantage + Retainers

See retainer utilization alongside health:

Under-utilized retainer → Relationship at risk
Over-utilized retainer → Consider upgrade

Vantage + Invoicing

AR aging affects financial score:

Outstanding invoices flag in health card
Quick link to send reminder

Vantage + Time Tracking

Activity recency from time entries:

No recent time = potential churn signal
Used in relationship score calculation

Next Steps

Companies Guide - Managing company data
Reporting - Health analytics
Retainers - Recurring revenue