Client Health & Retention Intelligence
Trailing 90 days
Trailing 30 days
Trailing 180 days
All Segments
Enterprise
Mid-Market
SMB
All CSMs
Sarah Chen
Marcus Rivera
Priya Kapoor
All
Critical
At-Risk
Healthy
Net Revenue Retention
108.3%
+2.1pp vs. prior quarter
Avg Health Score
72.4
-1.2 vs. 30d ago
Accounts At-Risk
23
↑ trending up 3 weeks
Avg Time-to-Value
18.4d
-3.1 days vs. prior quarter
QBR Completion Rate
84%
+6pp vs. prior quarter
Expansion Pipeline
$2.14M
+18% vs. prior quarter
Health Score Distribution by Segment
Engagement Velocity Trend (Trailing 12 Weeks)
Time-to-Value by Onboarding Cohort
Account Health Detail
Account Name
Segment
CSM
Health Score
Health Δ 30d
Engagement Velocity
Feature Adoption
Contract Utilization
ARR
Renewal Date
Last QBR
Support Sentiment Trajectory
CSM Portfolio Health Distribution
Feature Adoption Heatmap
Contract Utilization Distribution
Expansion Pipeline by Stage
Logo Retention by Onboarding Cohort
Renewal Forecast (Next 90 Days)
Risk Intervention Activity