Lesson 30 · Customer success
See your whole book of business
Portfolio health, renewals and the accounts at risk.
You’ll be able to
- See your whole portfolio at a glance
- Spot the renewals at risk
- Jump straight to the accounts that need you
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Transcript
The Success Dashboard shows how healthy your whole book of business is, on one page.
In Success, open Health, then Success Dashboard. The top row sums up your portfolio.
Total accounts, and total contract value. At-risk accounts, with the money exposed. Renewals due this week, and open deals from your CRM.
Portfolio risk splits your accounts into critical, at risk and healthy. Contract mix shows how much value sits in each.
Under Renewal outlook, pick a horizon. The next 90 days hold five renewals, worth $234K.
The hot list ranks every renewing account by churn score, contract value, and days to renewal.
To act, click At-risk accounts. Health opens, filtered to the accounts that need you.
Click an account to see its score, its history, and the risk factors behind it.
Next up, Revenue.
