Client Analytics Dashboard & Consultation Intake: Live Performance Metrics + Pre-Call Qualification in Airtable

Problem:

A fitness coaching business had no real-time visibility into overall client health across their entire roster, coaches couldn't instantly see how many clients were on track, at risk, or dropping off, and consultation calls were happening without any structured pre-call qualification data

Solution:

Built a dual-purpose Airtable Interface, a live Client Dashboard displaying real-time metrics (New Clients, On Track, Off Track, On Pause, High Risk) with a monthly Client Status Breakdown chart tracking 9 status categories across the full year, alongside a Client Feedback satisfaction section; paired with a Consultation Call intake form capturing full name, Instagram, contact details, 3 primary fitness goals, personal blockers, investment intent, and Google Meet confirmation, all feeding directly into the CRM base

Result:

Gave the coaching team instant roster-wide visibility with no manual reporting, identified 273 high-risk clients requiring immediate attention, and ensured every consultation call started with complete, structured prospect data already in the system