Account Manager Dashboard

Post-sale client ownership hub for onboarding progression, TBR hygiene, and account assignment.

Dashboard Outside Sales Account Management Service

Back To Onboarding Back To CRM Dashboard

Scope: -- Signed Accounts: -- Assigned To AM: -- TBR Scheduled: --

Onboarding And TBR Metrics

Baseline policy: current signed accounts are assigned to Mike so Sabrina and Angelina can start with a fresh book. Contracts-folder accounts dated before the current year are treated as onboarded and placed into TBR cadence.

Signed Accounts

Onboarding In Progress

Account Managed

Contracts Folder Accounts

TBR Scheduled Rate

TBR Overdue

TBR Due In 30 Days

30-Day Review Rate

Current Assigned Accounts

All currently signed accounts are visible here. Ownership changes update the shared CRM workspace instantly.

Filters

Filter by account manager, onboarding stage, and TBR condition.

Account Manager

Onboarding Stage

TBR Status

Account Management Activity

Log TBRs conducted and projects or add-ons sold against the current client list.

TBR Conducted

Capture the client, date, and notes from each business review.

Client

Date Conducted

Notes

TBR activity entries are kept in the shared workspace store.

Client	Date	Notes	Action

Projects And Add-Ons Sold

Track expansion sales tied to current managed accounts.

Client

Date Sold

Details

Project and add-on entries are kept in the shared workspace store.

Client	Date	Details	Action

No account management activity has been logged yet.

New Contracts Signed

All Closed Won records across current and historical data, including contract-folder inferred wins.

Company / Contact	Signed Year	Sales Owner	Account Manager	Onboarding Stage	Kickoff	30-Day Review	MRR	Open	Sales Action

Account Manager dashboard and CRM are synchronized via the shared workspace store.