ARR
$22k
Renewal
Aug 25, 2026 · 33d
CSM Owner
Health Score · 30d
ARR
$22k
NPS Score
3
Detractor
Open Tickets
—
Connect Zendesk to track
Days to Renewal
33
33d remaining
Schedule executive escalation call
Due Jul 7 · overdue
Deliver written remediation plan
Due Jul 16 · overdue
Resolve all open P1 tickets
Due Jul 19 · overdue
Re-establish weekly check-in cadence
Due Jul 24
Ryan Patel
Chief Revenue Officer
Departed
Jessica Lee
Head of Customer Success
No goals defined yet.
Renewal — Overdue Follow-up
Close Jul 5, 2026 · overdue
Downgrade Discussion
Close Aug 9, 2026
Helen Park
No product connector mapped. Connect Metabase to populate this automatically.
Feature usage, DAU/MAU ratio, activation depth
Login frequency, session length, team activity
Ticket volume, CSAT, resolution time
NPS trend, survey responses, stakeholder mood
Renewal risk, expansion signals, payment health
Urgent check-in call — customer flagged concerns about ROI and team adoption. Escalated to manager.
Follow-up on open support tickets. Customer frustrated with resolution time.
Executive alignment meeting. VP expressed concern about contract renewal pending issue resolution.
Called to discuss low NPS score submitted last week. Identified three product gaps.
P1 outage reported — impacting 80% of their users. War room opened.
Sent remediation plan following last week's incidents. Awaiting customer sign-off.