CUSTOMER SUCCESS / Leadership · All pods
Your portfolio, in perspective.
8 critical accounts need attention today · $65.6k MRR at risk
Retention is moving in the right direction
Gross revenue retention · trailing six months
Gross revenue retention+2.2pp across displayed period
Portfolio composition
150 accounts in this view
23at risk
85% of accounts outside Critical / Urgent
Your next best actions
65 accounts in the priority queue · showing the first 5
| Account / owner | Priority | Health | MRR | Recommended next step | Account details |
|---|---|---|---|---|---|
| Critical | 30 -5 in 30d | $3,921/ month | Same-day re-enablement session87d since last call | ||
| Critical | 36 -6 in 30d | $3,858/ month | Workflow audit · lead training115d since last call | ||
| Critical | 26 -4 in 30d | $3,019/ month | Same-day call · loop in pod lead101d since last call | ||
| Critical | 35 -6 in 30d | $2,966/ month | Same-day call · loop in pod lead94d since last call | ||
| Critical | 25 -4 in 30d | $2,370/ month | Same-day re-enablement session80d since last call |
Latest signals
Captured in the current snapshot
What drives account health
Portfolio averages · scores out of 100
Usage72/100
Engagement70/100
Inventory Quality73/100
Lead Handling69/100
Financial73/100
Lead Handling is the lowest-scoring dimension.
Every pod, one picture
Retention and revenue exposure across your teams.
Pod A
55 accounts · 3 CSMs
87.6%gross revenue retention
Book MRR$153.4k
MRR at risk$22.8k
Avg. health71/100
9 accounts need attention · 16% of book
Pod B
51 accounts · 3 CSMs
88.4%gross revenue retention
Book MRR$155k
MRR at risk$18.5k
Avg. health73/100
7 accounts need attention · 14% of book
Pod C
44 accounts · 3 CSMs
89.2%gross revenue retention
Book MRR$142.3k
MRR at risk$24.2k
Avg. health74/100
7 accounts need attention · 16% of book