Clients · 2,757 across three locations
Every relationship, one row deep
Tier, balance, cadence and risk are visible before you open anything. The table is the product — the profile is only for detail.
Active clients
2,580
Shown here: a representative slice of the book.
Members
53%
8 of 15 in this slice hold a membership.
At risk or lapsed
3
Past their personal visit cadence by 40% or more.
Points outstanding
130,740
Redemption liability carried by this slice.