Total Portfolio Revenue
—
Cost & P&L · Yearly
Renewals Due (<90d)
—
Pending Salesforce
Low Margin (<50%)
—
From Cost & P&L
Active Last 30d
—
Mixpanel sessions
Avg Gross Margin
—
Cost & P&L
No Meeting >30d
—
Last engagement date
My Accounts
| Account↕ | Health↕ | ARR↕ | Renewal↕ | SF Risk | Last Meeting↕ | Margin↕ | Usage (30d)↕ | Tickets | Trend |
|---|
Health:
≥70
40-69
<40
Renewal:
>120d
90-120d
<90d
Last Meeting:
<14d
14-30d
>30d
Margin:
≥65%
50-65%
<50%
JIRA:
0-2
3-5
>5
Upcoming Renewals
Next 90 days
Renewal dates pending Salesforce connection
At-Risk Spotlight (Health <40)
Accounts needing action
›
—
ARR: —
Margin: —
Usage 30d: —
Renewal: —
Usage Summary
Mixpanel · LPC + MI
Sessions last 30d
—
Last active month
—
MoM trend
—
Account Info
Cost & P&L · Perimeter
Product
—
Sites
—
Categories
—
Yearly Revenue
—
Gross Margin
—
Total Costs
—
Monthly Avg
—
Cost Delta MoM
—
Health Score Breakdown
Partial score — 4 of 6 criteria active
| Criterion | Source | Weight | Score | Points | Note |
|---|
Total: — / 75
—
✦
CSM AI Assistant
Grounded in your live dashboard data
Responses are AI-generated and may contain errors. Always verify against the dashboard data.
Total Portfolio ARR
—
All current accounts
Renewals (<90d)
—
Salesforce · Click to view →
At-Risk ARR (health<40)
—
Low health score
Team Avg Health
—
Across all accounts
Active Alerts
4 open
Acknowledge all
CSM Team Overview
All Accounts
| Account↕ | CSM↕ | ARR↕ | Margin↕ | Health↕ | Renewal↕ | SF Risk | Risk Reason | Usage 30d↕ | Tickets↕ |
|---|
Renewal Pipeline — All Teams
| Account↕ | CSM↕ | ARR↕ | Renewal Trigger↕ | Margin↕ | Health↕ | Stage↕ | SF Risk | Risk Reason |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
Regional Dashboard — Level 2 (VP / Manager)
All Regions
EMEA
APAC
NA
LATAM
Accounts — All Regions
| ACCOUNT↕ | CSM↕ | REGION↕ | ARR↕ | MARGIN↕ | HEALTH↕ | SF RISK↕ | RISK REASON | RENEWAL↕ |
|---|
Global Dashboard — Level 1 (C-Level)
Global ARR
—
—
Global Avg Health
—
—
At-Risk Accounts
—
—
Renewals Next 90d
—
—
Avg Gross Margin
—
—
Avg Usage (30d)
—
—
Health Score Configuration
Tune the thresholds that drive the health-score components and Healthy / Watch / At-Risk classification. Changes apply immediately to all customers.
Gross Margin (25 pts)
Tiers for margin scoring
≥ 65% default
≥ 50% default
Margin values are fractions (0.65 = 65%). Below the watch tier scores 5 pts if positive, else 0.
MI Usage (20 pts)
Mixpanel sessions in last 30 days
sessions / 30d
sessions / 30d
Only customers with MI in their product list earn this score.
Open Tickets — Jira + Support (10 pts)
Combined count of open Jira tickets and open Support tickets
issues
issues
Zero issues = 10 pts. Above mid-max = 0 pts.
Renewal Proximity (20 pts)
Days to active renewal opp
days
days
days
≤ urgent threshold or overdue = 0 pts.
Last Meeting (15 pts)
Days since last CSM engagement
days
days
days
Beyond stale threshold = 0 pts.
Healthy / Watch / At-Risk Cutoffs
Maps total score → status badge
0.73 default (73%)
0.40 default (40%)
Percentages of the customer's max achievable score (depends on what data they have). Below watch = At-Risk.