Q3 Advisors

Advisor Sentiment Dashboard

Client testimonial intelligence with predictive coaching flags.

Average overall

0.0

Weighted score (sentiment + survey rating).

Average sentiment

0.0

LLM-derived sentiment score.

Average rating

N/A

Survey rating normalized to 5-point scale.

Testimonials

0

Valid, planner-assigned responses only.

Decline flags

0

90-day projection below current baseline.

Top themes

No themes yet

Most common feedback topics in this slice.

Executive Radar

Only four leading indicators. Each one tells you if action is needed.

Volume delta (30d)

i

0.0%

OK

Review if absolute change is 20%+.

Rating/sentiment paradox

i

0.0%

OK

Review at 10%+, act at 15%+.

High-risk planners

i

0

OK

Act when 1+, escalate at 2+.

Medium-risk planners

i

0

OK

Review when 1+, act at 3+.

Risk Watchlist

Who needs manager attention and why.

Emerging Problems (Theme Drift)

Topics rising in negative feedback over the last 30 days.

No rising negative themes in this range.

Ask the Data

Grounded Q&A over testimonials plus availability context.

Ask for trends, paradoxes, emerging risks, or availability-linked root causes.

Advisor Rank Table

Click any advisor row to open the detailed scorecard.

AdvisorOverall AvgSentiment AvgRating AvgCurrent OverallOverall Trend (30→90)Overall 30/60/90ThemesFlags
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Scorecard

All advisors (roll-up)

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