Reports · Customer care
Customer care report
One score sums up the health of your active contacts, and action segments show exactly who needs attention today. Open it from the ‘Care report’ tile on Today.
The care score
The care score is a 0–100 gauge. It drops as more of your active contacts fall into a problem state — past their follow-up date, silent for 45+ days, or unresponsive after outreach. 80+ is healthy; under 50 means many contacts are slipping.
The contacted this week button on the score card counts contacts you reached in the last 7 days — a quick feel for this week’s activity.
Four action segments
- Follow-up due — past their follow-up date — handle these first.
- This week's window — due for contact within 7 days — prepare in time.
- No response — announced but not yet responding.
- At risk — silent for 45+ days — time to re-engage.
Tap a tile to expand its contact list; tap a contact to open the contact card and continue with a call, message or task.
Grade mix & expected revenue
- Grade distribution — the mix of high interest (lead score 60+), medium (30+) and low.
- Expected revenue — the weighted pipeline value of open deals. Tap to open the pipeline board .
The score and segments are computed from data you already have (follow-up dates, last contact, status, lead score) — nothing extra to enter. Follow-up dates are seeded by the import option 'mark for follow-up in 7 days', and set to the day after the appointment automatically when a booking is made.