Client Health Indicator

Know exactly where each engagement stands — without guessing. Full Engage generates a dynamic health score for every client based on real activity across your workspace.

The score combines four key signals:

• Task completion — Are deliverables and follow-ups on track?

• Meeting cadence — Is the engagement rhythm consistent?

• Goal progress — Are measurable outcomes moving forward?

• Retainer usage — Is the client's time allocation being used effectively?

The result is a clear, at-a-glance indicator combining a numeric score with a status label — so you can instantly tell which clients are thriving and which need attention.

Customize the weight of each factor to match how you run your engagements. A fractional COO might prioritize task completion; a strategic advisor might lean on goal progress. Your score, your rules.

Visible on the global dashboard and within each client workspace — always working in the background so nothing slips quietly off track.