Tools used
Active view
Customer 360
Portfolio reconstruction. Customer-level details anonymized for confidentiality.
Customer 360
Portfolio snapshot by customer owner. Customer-level details remain anonymized.
Portfolio ARR
$6.0M
All CSMs
Accounts
200
Accounts in current view
Average health
78
Portfolio health score
At risk
24
Accounts needing attention
Customer lifecycle
Customer movement across BOB → RPI → AGS → DFR → SR
An anonymized lifecycle view showing how customers progress through the operating model.
Portfolio trend
Health, adoption, and NPS in one view
Showing all csms across the current portfolio view.
Illustrative trend visualization based on the original operating model.
Portfolio health
Health distribution
Current account mix across healthy, watch, and at-risk states.
Adoption
Adoption by customer segment
Current versus prior-period adoption gives CSMs a fast read on movement.
Operating flow
Signal to customer action
The dashboard connected customer context, product friction, and commercial follow-through.
Health & Usage
MAU/WAU, onboarding, NPS
Customer Context
Connects, risk, lifecycle
Product Friction
Support and engineering visibility
Customer Action
Adoption, recovery, renewal, expansion