See which clients are late, over budget or under-served
A health view for each client: what is overdue, what is due soon, what the AI has spent and whether the retainer is paying off.
How it works
4 steps in YuktiBOS.
Where to find it: Clients, the client's Cockpit.
- Open the clients list and pick a client.
- Open the Cockpit tab to see tasks overdue or due soon and upcoming milestones.
- Check AI spend this month against the client.
- Once a retainer is set, read margin and utilisation for that client.
What you get
What comes out of it.
One screen per client instead of six tabs and a spreadsheet.
A one-page brief of what YuktiBOS knows about the client, plus a view of what the AI still lacks.
Margin and utilisation numbers that appear as soon as you record the retainer.
Who it is for. Account managers and owners who run several client retainers.
You may also know this as: client health dashboard, agency client overview, retainer margin by client.
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See it in a use case
Want to see which clients are late, over budget or under-served?
We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.