Relationship Management
Overview
Relationship Dashboard
βββββββββββββββββββββββββββββββββββββββββββββββββββββββ
β Active Relationships β
β β
β βββββββββββββββββββββββββββββββββββββββββββββββββ β
β β π’ Joe's Mobile Tires β β
β β Contract: 12 months β’ Ends: Dec 2026 β β
β β SLA: 98% β β’ Volume: 156/month β β
β β [View Details] β β
β βββββββββββββββββββββββββββββββββββββββββββββββββ β
β βββββββββββββββββββββββββββββββββββββββββββββββββ β
β β π‘ Quick Tow Services β β
β β Contract: 6 months β’ Ends: Jun 2026 β β
β β SLA: 91% β β’ Volume: 45/month β β
β β [View Details] β β
β βββββββββββββββββββββββββββββββββββββββββββββββββ β
βββββββββββββββββββββββββββββββββββββββββββββββββββββββRelationship Health
Health Indicators
Status
Icon
Meaning
Factors Affecting Health
Contract Tracking
Contract Details
Field
Example
Contract Documents
Renewal Management
SLA Monitoring
SLA Dashboard
SLA Metrics
Metric
Description
Alerts
Communication
Message History
Communication Tools
Issue Management
Reporting Issues
Issue Types
Type
Example
Issue Tracking
Escalation
Performance Reviews
Regular Reviews
Review Components
Financial Tracking
Spend Analysis
Invoice Management
Renewals & Offboarding
Renewal Process
Offboarding
Best Practices
1. Monitor Proactively
2. Communicate Openly
3. Document Everything
4. Plan Ahead
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