Give CS the account health view that catches risk before the renewal call

Account health, expansion signals, and at-risk intelligence usually live in separate tools a CSM has to check individually. This puts them on one dashboard built for the CS Lead / CSM view.

AnalyticsData AnalystB2BSaaSStandard1 step1 output

Dashboard

Dash board (composition canvas) produced by this recipe.

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What it does

Surfaces account health, expansion signals, NRR, NPS, and at-risk account intelligence for the CS Lead or CSM.

You get

a unified account health

NRR

and at-risk dashboard for CS

How it works

Build the account health board

Build Dashboard

Accounts at risk, logo retention, trailing 12-month net revenue retention and NPS, plus a sortable table of the top 30 accounts by engagement score and week-over-week change.

Produces:Dashboard

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Tracks how many customers go from viewing pricing to clicking upgrade, starting checkout and landing on a higher plan, and how long each step takes.

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COO, FieldsUSA

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Co-founder, Hoperfy

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