Annual relationship review
Show the household a year of service from approved activity: reviews, requests, decisions and response times, with the one open question named.
- Industry
- Financial and Insurance Advisory
- Team
- Client services
- Use case
- CRM and sales
- Tags
- Client reporting
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: KPI row (kpi-row); Chart: Service requests completed by month (c-requests-monthly); Chart: Median days to complete by request type (c-type-days) · Requires sign-in
Overview
What this template supports
A relationship review for the household and the lead adviser. It shows four counts for the year, a definition list of the year on one page, requests completed by month and median days by request type, a service table, a callout for the open question and a checklist of commitments for the next twelve months. It includes live Dashboards blocks for the counts, the monthly requests and the days by type.
- Live KPI row for the year
- Year on one page definition list
- Live requests by month and days by request type
- Service table with owners and status
- Open question callout
- Next year commitments checklist
How to use this template
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Use only approved service activity
Count the reviews held, requests completed, decisions and open requests for the period from the service log, and exclude anything not yet approved.
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Name the open question with an owner and a date
State the question, how long it has been open, the owner and the date it will be answered.
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List the commitments for the next twelve months
Add each commitment with its owner and date, and mark completed items as done.
Frequently asked questions
Does the review include account values or returns?
No. It reports service only: meetings, requests, decisions and how long they took.
What counts as a slow request?
A request that took longer than the agreed limit, set at 15 days on this page. Each one has a recorded reason.
What does Annual relationship review help me do?
Show the household a year of service from approved activity: reviews, requests, decisions and response times, with the one open question named.
Who reads and maintains this page?
Household and the lead adviser. The client service director reviews it.
When is the page ready to share with the client?
Shared with the household only after the lead adviser has approved the wording and every count matches the service log.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.