Customer health workspace template

See which portfolio accounts need attention.

Adapt the monitoring pattern to portfolio companies or borrowers, using reported performance and covenant exceptions to guide review.

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The busy work it replaces

Documents copied into spreadsheets, checks repeated by hand and review decisions scattered across email.

Related apps in the current library

Portfolio monitoring

Read portfolio reports into a cited KPI review against plan and prior periods.

Covenant monitor

Test credit covenants against reported financials and queue exceptions for the lender.

Data it uses

  • Portfolio reports and borrower financials
  • Plan and covenant thresholds
  • Prior review notes

Screens

  • Account monitoring grid
  • KPI comparison
  • Exception details
  • Follow-up list

Results

  • Reported performance compared with plan
  • Source evidence beside each exception
  • Investment or credit team owns the response

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

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An hour of your time and a process you know well. That's all it takes.