Panorama CX gives CX consultants the intelligence platform they need to identify client health risks, diagnose root causes, and prove ROI — before it's too late.
CX consultants manage dozens of client relationships. Without a system, critical signals get lost in spreadsheets, email threads, and gut feelings.
By the time you notice a client is unhappy, they've already decided to leave. You're always one quarter behind.
Health scores in one spreadsheet, revenue in another, feedback in email. No single source of truth for client health.
You know something is wrong, but can't pinpoint why. Is it delivery? Communication? Commercial friction? You can't fix what you can't measure.
A structured, data-driven approach to client health management. Three steps. Full visibility.
Your PMs complete structured health assessments for each client. 8 dimensions — Operational, Relational, and Commercial — scored with clear A/B/C rubrics. Takes 5 minutes per client.
Panorama CX aggregates scores into a real-time dashboard. Health heatmaps, root cause analysis, revenue-at-risk calculations, and PM workload tracking — all automatic.
Spot at-risk clients early. See which dimensions are failing. Redistribute PM workload before burnout. Present data-backed insights to leadership — not hunches.
See client health from both sides — the consultant's assessment and the client's own experience.
تجربة
The Consultant's Lens
Your internal health intelligence. PMs assess clients across 8 dimensions. The dashboard reveals risks, trends, root causes, and revenue exposure — in real time.
أداء
The Client's Mirror
Your client's PM rates YOUR performance. Delivery quality, communication responsiveness, issue resolution — from their perspective. Close the feedback loop.
8-dimension framework with weighted scoring across Operational, Relational, and Commercial pillars.
Instantly see how much contract value is tied to unhealthy relationships. Prioritize by financial impact.
Pareto analysis reveals the 20% of issues causing 80% of problems. Fix the right things first.
Scatter plot of PM load vs. quality. Spot burnout risk before it impacts client health.
Compare health trends across industry sectors. See which verticals need strategic attention.
Top 3 and Bottom 3 clients by health score. Executive-ready view for leadership meetings.
Full RTL support with native Arabic translations. Built for the Middle East market.
Customize your view. Add, remove, resize, and rearrange widgets. Save layouts per user.
Start free. Scale when you're ready.
For small consulting teams getting started.
For growing consulting practices.
For large consulting firms with complex needs.
Join CX consulting firms that use data — not gut feelings — to manage client relationships.
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