Holistic Client Portal

REPORTS

• All reports

  • Internal

  • External

• Editing

• PDF

GOALS

• Set goals

• Measure progress against goals

• How much will my goals affect my Holistic Index score?

• Publicize goals

• Engage your team

SURVEYS / SENTIMENT DATA

• Current surveys in deployment

• Response rates

• Surveys ready for editing

• Survey requests / choose additional surveys

• Survey best practices

DATA

• Sentiment data

• Employee data

• Company DNA

• Account management

RECOMMENDATIONS

• Database

• Research

• Best practices

ACCOUNT MANAGEMENT

• Contract

• Billing

• Contact info (client /