Customer Success
Portfolio overview · 124 active accounts
Net Revenue Retention
—
↑ +3.2pp vs last quarter
Avg Health Score
—
↑ +5 pts month-over-month
Churn Rate (ARR)
—
↓ −0.8pp improvement
At-Risk ARR
—
↑ +$18k needs attention
Account Health
View all →
| Account | Plan | Health | Status | CSM |
|---|---|---|---|---|
| Axiom Logistics | Enterprise | Healthy | Sarah M. | |
| Orbit Finance | Enterprise | Healthy | James T. | |
| Halcyon SaaS | Enterprise | Healthy | Elena R. | |
| NovaSpark | Growth | At Risk | Sarah M. | |
| Meridian Labs | Growth | At Risk | Elena R. | |
| Verdant Systems | Growth | At Risk | Sarah M. | |
| Cascade Retail | Starter | Churning | James T. |
Activity Feed
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Upcoming Renewals
30-day view
Orbit Finance
Renews Jun 1 · 5 days
$120k
Low
NovaSpark
Renews Jun 8 · 12 days
$36k
Medium
Cascade Retail
Renews Jun 14 · 18 days
$18k
High
Verdant Systems
Renews Jun 22 · 26 days
$48k
Medium
Axiom Logistics
Renews Jun 30 · 34 days
$240k
Low
Portfolio Breakdown
by ARR
Enterprise52%
Growth31%
Starter17%
Health Distribution
Healthy (≥70)68 · 55%
At Risk (40–69)41 · 33%
Critical (<40)15 · 12%