Dashboard
Relationship intelligence · 2026 Q2

Client and pipeline health, banded by both contact and organization last interaction.

Each contact carries two signals: their own days-since-touch (Days column) and the most recent touch with any contact at their organization (Organization column). A lapsed individual at a healthy org is easier to revive than one at a fully dormant firm. Check rows to draft re-engagement emails.

Banding thresholds
Current ≤ days
Lapsed ≤ days
Dormant > 180 days
High-priority client contacts
0 contacts · 0 organizations
Across all Client orgs · filter by priority & relationship tier →
0%25%50%75%100%
High-priority pipeline contacts
0 contacts · 0 organizations
Across all Prospect orgs · filter by priority & relationship tier →
0%25%50%75%100%
Live Affinity data · Clients & Prospects list · Re-engagement outreach tool