Client Engagement & Activity Analytics

Avg DAU/Account
34.7
+4.2 vs. prior month
Engagement Depth Index
21.8
+1.9 vs. prior month
Pathway Completion
58.3%
+3.1pp vs. prior month
High Champion Risk
47
Accounts w/ Gini >0.75
Cross-Module Adoption (3+)
61%
+5pp vs. prior quarter
Collab Events/Acct/Week
8.4
+1.1 vs. prior month

Engagement Depth Index Distribution

Champion Concentration Risk Map

Core Feature Pathway Completion

Session Duration Trend by Tier

Weekly Engagement Cohort Retention Matrix

W1
W2
W3
W4
W5
W6
W7
W8
Jul W1
100%
92%
84%
78%
71%
64%
58%
52%
Jul W2
100%
91%
82%
75%
68%
60%
53%
47%
Aug W1
100%
89%
79%
69%
59%
50%
43%
37%
Aug W2
100%
88%
76%
65%
55%
46%
38%
32%
Sep W1
100%
86%
73%
61%
50%
41%
33%
27%
Sep W2
100%
84%
70%
58%
47%
37%
29%
23%
Oct W1
100%
82%
67%
54%
43%
33%
25%
19%
Oct W2
100%
80%
64%
51%
40%
30%
22%
16%

Account Engagement Detail

Account Name Tier DAU/Acct EDI Gini Modules Collab/Wk Path % Seat % ARR
Beacon Strategy Partners Mid-Market 8 9.1 0.89 2 2.1 34% 9% $210K
Northpoint Engineering Enterprise 42 14.2 0.62 4 5.3 52% 13% $680K
Summit HR Solutions SMB 19 31.7 0.28 5 14.2 81% 86% $58K
Caldwell Consulting Group Enterprise 187 28.4 0.31 6 18.7 74% 42% $920K
Vertex Analytics Inc Mid-Market 28 22.6 0.47 4 9.8 64% 31% $145K
Redstone Partners Enterprise 64 17.3 0.58 3 7.2 48% 24% $490K
Oakridge Advisory SMB 11 19.2 0.41 3 6.4 61% 52% $42K
Pinnacle Legal Group Mid-Market 35 24.1 0.39 5 11.3 68% 44% $178K

Cross-Module Adoption

Activation by Onboarding Track

Content Interaction Heatmap

Tooltip
Guide
Help Doc
Video
Import
243
782
421
318
Configure
891
534
276
198
Analyze
412
673
589
234
Share
156
324
498
712
Reports
567
445
821
287
Planning
623
734
389
312
Integrations
298
367
512
634
Admin
345
267
789
123

Collaboration Events Trend

Engagement vs. Expansion Correlation

Engagement Alerts & Recommended Actions

Account Name Alert Type Severity Metric Value Recommended Action CSM
Beacon Strategy Partners Champion Risk High Gini 0.89 Schedule multi-stakeholder workshop to broaden adoption M. Chen
Northpoint Engineering Declining Duration High -18% 3wk Proactive QBR: identify friction points in current workflows R. Patel
Redstone Partners Shallow Engagement Medium EDI 17.3 Introduce advanced features campaign with CSM pairing T. Kim
Vertex Analytics Inc Activation Stall Medium 48% pathway Targeted in-app guides for sharing workflow completion M. Chen
Oakridge Advisory Shallow Engagement Medium EDI 19.2 Self-serve enablement content series on advanced features J. Williams
Horizon Builders Co Champion Risk Medium Gini 0.71 Identify secondary champions for cross-training R. Patel
Apex Marketing Group Activation Stall Medium 38% pathway Deploy contextual tooltips at key drop-off points T. Kim
Sterling Logistics Declining Duration Medium -12% 2wk Check-in call: assess for competitive displacement signals J. Williams