Customer success · ARR intelligence

Portfolio Pulse

One book, three useful views: an executive outlook, a CSM action centre, and the revenue story over time. Every revenue measure is ARR and every account uses one health score: low health means high risk. Nothing you upload is stored.

Upload your book of business

Use your own files, or prepare the sample portfolio and build it with your chosen health model.

Snapshot CSV Required: customer, contract, QBR, and current ARR data. Timeline CSV Optional: monthly ARR and engagement history.

Sample portfolio ready Snapshot CSV ARR Timeline CSV

Model Selector:

Plain Pulse Auditable baseline

Adds or removes fixed points for QBRs, payment, usage, contract length, renewal timing, and longevity.

Build applies this model to every health-led view.