Client Relationship Dashboard | The Voltas Resources

The VOLTAS Client Relationship Dashboard

A lightweight CRM helper for small studios to track leads, projects, and satisfaction.

Contact & Lead Tracker

Capture a new contact or lead in a structured way before it goes into your main tools.

Contact Name

Company / Organisation

Role / Title

Phone

Lead Source

Segment

Pipeline Stage

Estimated Deal Value (£)

Next Action

Next Action Due Date

Notes

Lead summary

Click Generate to create a first draft. All text is editable – treat this as a starting point.

Client Feedback Log

Record key feedback moments so you can spot patterns over time.

Client Name

Project Name

Feedback Date

Feedback Channel

Type / Sentiment

Follow-up Owner

Follow-up Deadline

Feedback Summary

Direct Quote

Follow-up Actions

Feedback log entry

Click Generate to create a first draft. All text is editable – treat this as a starting point.

Proposal & Invoice History

Get a quick view of how commercially healthy a client relationship is.

Client Name

Current Project

Proposals Sent (Count)

Wins (Count)

Losses (Count)

Total Proposal Value (£)

Invoiced to Date (£)

Paid to Date (£)

Standard Terms (Days)

Typical Delay (Days)

Relationship Notes

Commercial snapshot

Click Generate to create a first draft. All text is editable – treat this as a starting point.

Project Satisfaction Scoring

Score a project on a few simple dimensions so you can compare health across clients.

Client Name

Project Name

Delivery Quality (0-10)

Process / Comms (0-10)

Commercial Fit (0-10)

Team Energy (0-10)

Would you work with them again?

Key Wins

Key Issues

Improvement Ideas / Next Steps

Satisfaction summary

Click Generate to create a first draft. All text is editable – treat this as a starting point.