Phase 134 ยท Client use-case and portal layer

Client Monthly Wins

A client-facing monthly wins view that makes the recurring value obvious and measurable.

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missed opportunities recovered

Recovered calls, reopened estimates, reactivated customers, and follow-up wins.

automations triggered

How many reminders, alerts, summaries, requests, and routing events ran.

estimated revenue protected

Estimated opportunity protected by faster response, visibility, and consistency.

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