Client Risk Assessment Template | Excel Template To Assess Risk Of Losing Clients | Dashboard View
De-risk your business by using this client risk assessment template. This is an excel template with a dashboard view for client risk assessment.
You get a risk score for each client, each client category (high, medium and low priority clients) and overall company level risk score.
The risk score is calculated based on several parameters including sale trends, number of promoters and detractors, payment timelines and responsiveness.
Use the action plan tracking columns in the client risk assessment template to plan for activities to improve your business risk score.
Download now. Link to download:
https://bmblog.gumroad.com/l/client-r...
For any queries or feedback, you can check the contact sheet in the Client Risk Assessment Template or you can comment below. I shall reply within 24 hours to all queries.
The client risk assessment template is protected to avoid accidental changes to formulas. Please use the password given in the contact sheet to unprotect the sheets for editing. Click on review and then unprotect sheet.
Thank You.