Total Customers
142
Active accounts
Healthy
118
Green — on track
At Risk
19
Yellow — needs attention
Critical
5
Red — escalation required
5 accounts require immediate escalation
Acme Corp, Bluestone, Harrow Medical, Pinnacle Logistics, and Vantage Systems are all overdue on support SLAs and have not logged in within the past 14 days. Assign owners and initiate outreach today.
Portfolio
Account health by customer
Detail
All accounts
| Account | Tier | ARR | Health | Last Login | CSM |
|---|---|---|---|---|---|
| Acme Corp | Enterprise | $420K | Critical | 18 days ago | Sam T. |
| Northwind Co | Enterprise | $310K | Healthy | 2 days ago | Jordan M. |
| Bluestone Inc | Mid-market | $180K | Critical | 21 days ago | Priya K. |
| Riverdale Tech | SMB | $72K | At Risk | 9 days ago | Sam T. |
| Harrow Medical | Enterprise | $540K | Critical | 15 days ago | Jordan M. |
Activity
Recent events
Acme Corp — support SLA breached (P1 ticket
Ticket open 48 hours with no engineer response. Escalated to VP Engineering. Customer contacted by CSM.
Bluestone Inc — no login in 21 days, renewal at risk
Automated health check flagged zero session activity since Apr 7. Renewal is June 15. CSM Priya assigned outreach task.
- Northwind Co — analytics pilot hit 50-query milestone
- Riverdale Tech — new user seat provisioned (8 → 9 seats)
Harrow Medical — procurement escalated timeline concern
Procurement lead flagged a Q2 budget freeze. Renewal is May 31. Account team to schedule exec sync.
Coverage
CSM workload
Sam T. — capacity83%
42 of 50 accounts at healthy cadence
Jordan M. — capacity91%
46 of 50 accounts at healthy cadence
Priya K. — capacity60%
30 of 50 accounts at healthy cadence