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Needs Attention
Health Distribution
Tasks Due Soon
Health Distribution
ARR by Tier

Tasks

Track and manage all customer success actions

Open
0
Overdue
0
Due Today
0
This Week
0
Completed
0
▼ Completed Tasks 0 Click to collapse
My Portfolio
Total ARR $0
Accounts 0
Tasks affecting ARR 0%
Health Score
—
By Type
Due This Week

Notes & Communication Log

Track all customer interactions and internal notes

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Analytics

Portfolio intelligence & performance insights

Portfolio Health
—
Weighted Average
Total ARR
—
Annual Recurring Revenue
% Healthy Accounts
—
of total portfolio
At-Risk ARR
—
Needs attention

Health Score Distribution

ARR by Health Status

ARR by Industry

Portfolio Insights

Total Accounts
—
Total ARR
—
Avg ARR/Account
—
Healthy Accounts
—

ARR by Tier

Account Count by Tier

Health Score by Tier

Top 10 Accounts by ARR

Due in 90 Days
—
—
Due in 60 Days
—
—
Due in 30 Days
—
—
At-Risk Renewals
—
—

Renewal Timeline (Next 12 Months)

Upcoming Renewals

Account ARR Health Renewal Date Days Left Forecast
Task Completion
—
Completed vs Total
Open Tasks
—
Requires action
Notes Logged
—
Total communications
QBRs Completed
—
This quarter

Tasks by Type

Tasks by Priority

Notes by Type

Activity by Account (Top 10)

⭐ NPS by CSM

Renewal Rate by CSM

QBR Completion Rate

⏱️ Time Since Last Contact (Top 10 Overdue)

Healthy %
—
Watch %
—
At-Risk %
—
Avg Health Score
—

Health Score by CSM

Churn Risk by Factor (from real account data)

ARR Concentration Risk

Expansion Pipeline

Engagement Score by Account (Top 15)

🧠

Signal AI

The AI Portfolio Analyst and AI Reports have their own dedicated section in the sidebar

Playbooks

Standardised workflows you can apply to any account in one click

Customer Communications

Generate professional customer communications using live account data

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Send History

Reports

Select a report to analyse your portfolio — filter, export or print any view

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Operational Reports
🚨 Action Needed
🚨
At-Risk Accounts
All Watch and At-Risk accounts ranked by ARR impact
View Report →
⏰
Renewals This Month
Accounts renewing in the next 30 days — every day counts
View Report →
📵
No Contact 30+ Days
Accounts with no logged activity — silently at risk
View Report →
⚠️
Overdue Tasks
Tasks past their due date sorted by how overdue they are
View Report →
🔄 Renewals
🔄
Renewal Pipeline — 90 Days
All renewals in the next 90 days with health and ARR context
View Report →
🔴
At-Risk Renewals
Renewing within 90 days AND Watch or At-Risk — critical list
View Report →
👤
Renewal Load by CSM
Which CSMs have the most renewals coming up and at what risk
View Report →
👥 Team
🎯
CSM Performance
Portfolio size, ARR managed and health breakdown per CSM
View Report →
✅
Task Completion by CSM
How each CSM is keeping up — completion rates and overdue counts
View Report →
📝
Activity Log
Notes and interactions logged across the team — newest first
View Report →
📊 Portfolio
💰
High-ARR at Risk
Your highest-value accounts that are Watch or At-Risk — maximum priority
View Report →
🏥
Health Overview
Portfolio health breakdown including usage and NPS data
View Report →
🚀
Expansion Pipeline
Open upsell and expansion opportunities ranked by value
View Report →
📋
Full Portfolio
Every account with health, ARR, tier, CSM, industry and renewal data
View Report →
Signal AI ✨ AI Powered
⭐ AI
📊
AI Portfolio Review
Comprehensive analysis of your entire portfolio with risk assessment and recommended actions
⭐ AI
🔮
AI Churn Predictor
Identifies accounts most likely to churn based on health, engagement, and behavioral signals
⭐ AI
🔄
AI Renewal Risk Analysis
Deep analysis of upcoming renewals with confidence scoring and intervention recommendations
⭐ AI
📈
AI Expansion Finder
Identifies accounts with highest expansion potential based on health, adoption, and engagement
⭐ AI
📋
AI Executive Summary
Board-ready portfolio narrative with key metrics, risks, and strategic recommendations

Signal AI

Intelligent portfolio analysis powered by Claude AI — ask questions, generate reports, surface risks

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AI Insights

Specific actions surfaced from your portfolio data
Portfolio Health
Renewal Risk Map
ARR at Risk

Weekly Priorities

Top 3 AI-recommended actions for this week

Recommended Playbooks

AI-powered playbook suggestions based on portfolio signals
⭐ Signal AI
🧠
Ask AI
Ask follow-up questions — the conversation stays visible as you probe deeper
💬
Ask anything about your portfolio — use the chips above or type below

Churn Log

Every lost account documented — built to identify patterns, improve retention and prevent repeat churn

Primary Churn Reasons

ARR Lost by Quarter

Onboarding

New customer onboarding pipeline — time-to-value tracking across every account

Renewal Pipeline

Full renewal lifecycle — from identification to close. Every account, every stage.

Expansion Pipeline

Upsell, cross-sell and add-on opportunities — every expansion conversation in one place

Expansion Velocity
Days from go-live → first closed expansion. Target <90d proves value-based CS conversations.
Revenue Intelligence

Stakeholder Map

Every key contact across your portfolio — champion, executive sponsor, day-to-day, and more

Team Overview

All CSMs in your organisation — performance, accounts and pipeline at a glance

All Accounts

Account Management

⚠ Portfolio Attention Queue ▼

Filters

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Quarterly Business Reviews

Total QBRs
0
Upcoming
0
Overdue
0
Completed
0
QBR Coverage
—%
— of — accounts reviewed
ARR Reviewed
$—
This quarter