Monocle reads your Tempo, Salesforce, and Gong signals and resolves them into one clear view of health, risk, and utilization — the whole portfolio, at a glance.
See what’s true, decide what matters, run the work, prove the value — modules for every stage of the loop, not just the reporting end.
Every account’s health, risk and trajectory on one screen — sortable, filterable, and honest about what’s slipping.
Utilization, billable mix and capacity across teams and regions — where margin is made and where it leaks.
Twelve months of case volume, close rate and backlog. Whether the team is keeping up, not just what’s open now.
A per-login briefing surfaces the accounts that moved, the risks that emerged, and what needs your attention first.
Which renewals are exposed and why — health, sentiment and engagement scored against the date.
The queue that needs a human: unanswered cases, ageing escalations, and AI-drafted replies you approve before they send.
Objectives and actions per customer, seeded from playbooks matched to that account’s health. Progress comes from work completed, not self-reported.
Plan delivery over the Jira epic — phases, dated milestones, planned versus actual hours, and baseline slippage.
Who is allocated, who is free, and where the next engagement will land — before you commit to a date.
Quarterly reviews built from live data instead of last month’s slides — deck and dashboard, per customer, on demand.
A saved, refreshable record of what changed for each customer — adoption, outcomes, and the story behind them.
A shareable link showing the account exactly where it stands. Generated, not assembled by hand.
Set a schedule, or an event worth waking up for. They watch, and email you what changed — with the deck already built, if you want one.
Where the team’s hours actually went this period, by account and by person — while there is still month left to act on it.
Hours burning through the contracted budget faster than the plan allows, flagged while the conversation can still change the outcome.
Milestone dates drifting away from the baseline you agreed — measured against the frozen plan, not against last week.
Renewals inside your window, filtered to the health band you care about. The list you would otherwise rebuild by hand every Monday.
Support cases nobody has answered, ageing past the threshold you set, scoped to the accounts that matter most.
Call sentiment turning on an account, with the calls that moved it — before it reaches the renewal conversation.
Pick a template, set the parameters, choose a schedule or an event, name the recipients. Test it, then activate — an agent cannot be scheduled until a test run has passed.
They watch on your behalf and brief you, never your customer. Nothing is sent for you and nothing is written back without your approval.
This is the view your Monday morning starts from — health distribution, the accounts at risk, and why.
If your revenue depends on delivery, retention, and utilization at once, Monocle is the single view you’ve been stitching together in spreadsheets.
Track client profitability and delivery health across every active engagement.
Utilization and margin by team, region, and account — before the quarter closes.
Connect billable work to customer outcomes and renewal risk automatically.
Catch at-risk accounts early with health scored from real signals, not gut feel.
Turn disconnected time, CRM, and call data into one view of customer health, risk, and opportunity.