Customer success · book of business
Portfolio Pulse
Upload your account list and get an instant read on the health of your book: one score per account, rolled up into a single portfolio number, six charts on state and — if you also upload monthly revenue history — four more on movement over time, including the silent decliners who pay on time while quietly disengaging. Nothing you upload is stored.
Upload your book of business
Portfolio Snapshot (required) — one row per account. Required columns:
account_id, account_name, segment, industry,
csm_owner, customer_since, contract_start,
renewal_date, auto_renew, plus avg_monthly_revenue_6mo
and total_revenue_36mo — unless you also upload a Timeline, in which case
those two are computed from it instead.
Revenue Timeline (optional) — one row per account per month:
account_id, month (YYYY-MM), mrr,
plus optional usage columns. Uploading it unlocks trends, NRR/GRR, the ARR bridge, and
silent-decliner detection. If both files are uploaded, the Timeline's numbers win —
it's the more granular source of truth.