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Account health across active client workspaces.

Review performance indicators, success ownership, and timely follow-up across the client portfolio.

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Portfolio health

78.4

Weighted by ARR and current engagement.

Accounts needing review

2

Watch and at-risk clients in active follow-up.

Expansion-ready accounts

11

Healthy clients with sustained adoption growth.

Records

Client account list

Northstar Finance

Healthy

Executive reporting adopted by finance and operations teams.

Owner: Maya Chen · Updated 12 min ago

Health score92
Adoption
84%
SLA response
1.8 hrs
Contract
$1.2M ARR

Apex Retail Group

Healthy

Store performance dashboards driving weekly regional reviews.

Owner: Jon Bell · Updated 1 hr ago

Health score86
Adoption
79%
SLA response
2.4 hrs
Contract
$740k ARR

Beacon Systems

Watch

Usage is stable, but admin engagement declined this month.

Owner: Priya Shah · Updated 3 hrs ago

Health score68
Adoption
61%
SLA response
4.1 hrs
Contract
$510k ARR

Summit BioLabs

Onboarding

Data mapping completed; leadership workspace launches next week.

Owner: Evan Brooks · Updated Yesterday

Health score74
Adoption
42%
SLA response
3.0 hrs
Contract
$690k ARR

Helio Manufacturing

At risk

Stakeholder turnover and delayed integrations require follow-up.

Owner: Alina Ross · Updated 2 days ago

Health score49
Adoption
37%
SLA response
6.5 hrs
Contract
$430k ARR