Retainer Pulse

App metadata

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  "description": "<p><strong>What it does:</strong>&nbsp;Retainer Pulse is a dashboard widget that shows retainer health across all your client boards in one view. Built for agencies that track hours against monthly retainer caps in monday.com.</p><p><strong>What you get:</strong></p><ul><li>Stop opening boards one by one to check hours. See every client's retainer status from a single dashboard</li><li>Catch overages before they happen with burn rate projections and overage predictions</li><li>Focus on what matters first. Cards are sorted by risk so at-risk clients are always at the top</li><li>Color-coded status (red/yellow/green) for instant 2-second reads</li></ul><p><strong>Use cases:</strong></p><ul><li>An account manager checking all 10 client retainers in the morning before standup</li><li>An ops lead spotting that a client will exceed their 80-hour cap in 5 days and reallocating work</li><li>A project manager noticing a client has 30 hours remaining with one week left and scheduling proactive work</li></ul><p><strong>How it works:</strong>&nbsp;Add the widget to any dashboard, select your client boards, and map your hours and cap columns. No automations, no ongoing setup, configure once and check daily.</p><p><strong>Get started:</strong>&nbsp;Install Retainer Pulse for free and add it to your dashboard in under a minute.</p>",
  "short_description": "See retainer risk across clients before you exceed",
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  "name": "Retainer Pulse",
  "how_to_use_url": "https://elevixapps.com/docs/getting-started.html",
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  "keywords": "retainer,retainer tracking,hours tracking,time tracking,agency,client management,dashboard,burn rate,overage,project management",
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  "created_at": "2026-04-30T10:25:49.000Z",
  "updated_at": "2026-04-30T17:22:58.000Z",
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    "updated_at": "2026-04-27T15:43:34.425Z",
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