Knowing which clients in your book are thriving and which are quietly slipping usually means pulling numbers from several places, leaving you with a gut feeling rather than a clear picture.
Celeste calculates revenue growth, realization, and financial position for every client in your portfolio, then names the pattern those numbers form, whether it’s “Flagship,” “At risk,” or “Fading.” Everything lands in one executive-ready report with the methodology laid out alongside it.
You get a clear read on your book, not a hunch.