How is each client rated?

Red if the oldest blocker is open more than 7 days, 5 or more tasks are overdue, or there has been no touch in more than 21 days. Amber if any task is overdue, there is no next step with an owner, or no touch for 10 to 21 days. Green otherwise. The thresholds can be edited.

Can I override a rating?

Yes. Type the rating, a colon and the reason, for example "Amber: renewal at risk". An override with no reason after the colon is shown as an error and is not applied.

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The tool · weekly client review

Client Health Rater

Week of

Reviewed by

The rules

change a number if your team runs tighter

RedBlocker open more than days RedOverdue tasks or more RedNo touch in more than days AmberNo touch in days or more

This week's clients

one row per client account

ClientOverdueOldest blocker (days)Days since touchNext step + ownerOverride (optional)Next stepOwner

The page

sorted Red, Amber, Green

Client	Rating	Driver	Next step	Owner

How it works

Red first. With the default settings, a client is Red if the oldest blocker is open more than 7 days, or 5 or more tasks are overdue, or nobody has touched the account in more than 21 days.

Then Amber. Any overdue task, no next step with an owner, or no touch for 10 to 21 days. Everything else is Green. The driver names the first rule that fired.

Overrides need a reason. Type "Amber: renewal at risk". An override wins, but one with nothing after the colon is flagged as an error and the rules rating stands.

Count honestly. A task dated midweek and due by the end of the week is not overdue yet. Blockers waiting on the client are not the team's delay, so note them in the next step rather than the blocker column.

Rate from the task data, not the mood of the last call. A quiet client with stale tasks can look Green; check the touch date before you trust it.

Print shows the rated page only, ready to send. The inputs and thresholds stay in this browser.

General guidance from practice, not legal, HR, or financial advice. Everything you type stays in this browser and is never sent to a server.