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.