ARR
$98k
Renewal
Oct 1, 2026 · 23d
CSM Owner
Health Score · 30d
ARR
$98k
NPS Score
4
Detractor
Open Tickets
0
All clear
Days to Renewal
23
23d remaining
Schedule executive escalation call
Due Aug 3 · overdue
Deliver written remediation plan
Due Aug 12 · overdue
Resolve all open P1 tickets
Due Aug 15 · overdue
Re-establish weekly check-in cadence
Due Aug 20 · overdue
Stephanie Walsh
Head of Customer Success
Daniel Martinez
Chief Revenue Officer
No goals defined yet.
MRR
$900/mo
Plan
Starter
Ends
Aug 15, 2026
Renewal — Overdue Follow-up
Close Jul 31, 2026 · overdue
Downgrade Discussion
Close Sep 4, 2026 · overdue
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.