Judith
10Positive
20Negative
Demo · Account Manager Intelligence
See the relationship record before it becomes a renewal problem.
This working demonstration moves from employee-level communication signals to manager-ready action: who is carrying risk, where the record is improving, and what deserves attention next.
Communication overview14-day trailing window
Positive signals70
Negative signals50
Employees viewed07
Action queues03
SignalCounts by employee
ContextCommunication record
ActionManager-ready next step
Employee signal summary
The top summary tells you where to look first.
Positive and negative counts provide the first read. The point is not to grade a person from a number; it is to surface where the underlying conversations deserve a closer look.
Scott
10Positive
4Negative
Veronica
10Positive
3Negative
Jason Olsen
10Positive
2Negative
Mandy
10Positive
3Negative
Patricia
10Positive
2Negative
Lance
10Positive
16Negative
Performance stats
A summary becomes useful when it connects to a pattern.
The stats view provides the trailing-window context behind the employee cards: volume, sentiment, and the relative balance between positive and negative communication.
Positive signals70Across the seven employee summaries in this demonstration.
Negative signals50Signals that may need context, coaching, or manager action.
Trailing window14dA focused period for reading current relationship movement.
Next questionWhy?Counts are the invitation to inspect the conversation behind them.
| Employee | Signal balance | Manager reading |
|---|---|---|
| Judith | 10 positive · 20 negative | Review the negative record for unanswered requests, value concerns, and recurring follow-up. |
| Scott | 10 positive · 4 negative | Compare the positive handling patterns against the few issues that still require attention. |
| Veronica | 10 positive · 3 negative | Look for repeatable strengths and confirm whether the negative signals cluster around one process. |
| Jason Olsen | 10 positive · 2 negative | Use the positive record to identify moves worth sharing with the broader team. |
| Mandy | 10 positive · 3 negative | Check whether the exceptions point to a workload, handoff, or response-quality pattern. |
| Patricia | 10 positive · 2 negative | Inspect the small negative set for issues that could become repeat friction. |
| Lance | 10 positive · 16 negative | Prioritize the record review and determine whether intervention or support is needed. |
Client happiness
The employee view connects to the client view.
A relationship dashboard should not stop at employee activity. The client view adds a second lens: how the relationships themselves are trending and where attention is accumulating.
Scored client relationships
237Client records with a scored happiness signal in the demonstration view.
Happiness distribution
Use the 1–10 score to separate strong relationships from the ones that need a closer read.
1–3Critical signal
4–6Watch closely
7–8Stable relationship
9–10Strong signal
Judith · performance overview
The bottom of the view is where intelligence becomes management.
The employee detail view ends with three manager-ready questions: what is critical, what action is needed, and what trend should not be ignored.
Critical Issues
Problems where delay or a vague response can directly erode client trust.
- Strategic or ROI questions left unanswered.
- Billing or value concerns without a clear owner.
- Repeated client requests that remain unresolved.
Manager Action Items
The next interventions a manager can assign, coach, or verify.
- Answer the question the client actually asked.
- Set a clear owner, response, and timeline.
- Review whether the handoff preserved the relationship context.
Trend Flags
Patterns that matter more than one isolated email.
- One-sided communication and declining engagement.
- Repeated follow-up from the same client.
- Negative signals clustering around a person or process.
Demo content is anonymized and illustrative. The interface pattern is designed to show how CRI turns communication records into a manager-ready view.
Move from counts to conversations to action.
See how CRI can give your team a clearer read on the relationships it carries.