K
4
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Account 360

Good morning, Anjum. Here what needs your attention today.

$1.1M

ARR at Risk

25% of total ARR • $4.4M total

8.4%

Churn Score

+0.6% vs last month

$4.4M

Total Portfolio ARR

+14.3% vs last year

$13.1M

Total Contract Value

+9.4% vs last year

32Accounts·6High Risk·4Renewals (30d)
32accounts
Good
17(53%)
Average
9(28%)
Poor
6(19%)

Key Account Signals

HubSpot: executive sponsor departed — $420K ARR renewal in 28 days

Intercom escalation open for 8 days with no resolution from support

Amplitude: 3 key users inactive for 30+ days, usage down 40%

Zendesk: champion disengaged, missed last 2 scheduled QBR sessions

Notion HQ: expanded from 45 → 63 seats — expansion opportunity flagged

HubSpot & Zendesk slipped to poor health — $660K ARR needs a plan this week.

Smart Hub

2 Smart Hub signals

Preview: critical renewals and accounts flagged for follow-up today.

2 critical • 0 upcoming • $208K ARR at risk

Renewals Pipeline

$560K30d$1.2M860d$2.2M1490d
30 days
60 days
90 days

HubSpot renewal in 28 days — champion coverage looks thin ($420K ARR).

Portfolio Clients

ClientA→ZTCV ARR RegionStatusHealthSmart Hub
Salesforce
$1440K$480KNAActiveGood—
HubSpot
High PriorityCritical✦ AI
$1260K$420KNAAt RiskPoor
Workday
$1140K$380KNAActiveGood—
ServiceNow
$1020K$340KNARenewalGood—
Acme Corporation
$870K$290KNARenewalGood—
Zendesk
High✦ AI
$720K$240KNAAt RiskPoor
Notion HQ
✦ AI
$540K$180KEUExpansionGood
Figma Inc.
$480K$160KNAActiveGood—
Stripe
$450K$150KNARenewalGood—
Asana
$420K$140KNAActiveAvg—

Showing 1–10 of 32 clients

Rows:
1 / 4

Watchlist from Jira

CSM-4421Critical

Executive sponsor departed — renewal at risk ($420K ARR)

HubSpot

CSM-4422Critical

Escalation: API rate limiting unresolved for 8 days

Intercom

CSM-4423High

Champion disengaged — missed last 2 QBR sessions

Zendesk

CSM-4424High

Usage dropped 40% — 3 key users inactive since last month

Amplitude

CSM-4425Medium

Prepare QBR deck — renewal call scheduled for Apr 3

ServiceNow

CSM-4426Medium

Expansion proposal: seat upgrade from 45 → 80 users

Notion HQ

Team Activity

Live
Today
AK

Anjum K. flagged churn risk on HubSpot

12m ago
RS

Rahul S. scheduled renewal call with ServiceNow

1h ago
MP

Maya P. closed expansion deal for Notion HQ

2h ago
AK

Anjum K. opened escalation on Intercom

3h ago
Yesterday
RS

Rahul S. logged QBR notes for Salesforce

1d ago
MP

Maya P. updated health score for Workday

1d ago
AK

Anjum K. sent renewal proposal to Acme Corporation

1d ago
Notifications4

4

Smart Hub Signals

5

High-Risk Accounts

Smart Hub

2

Renewals Upcoming

$241K ARR

4

Unread

QBR call starting in 15 minutes

Quarterly Business Review with Intercom. Dial-in link sent to all attendees.

Medium
IntercomGood health
$72K ARR
September 27, 2026by Calendar
Usage dropped 40% for Acme Corp

Weekly active users fell from 320 to 192 over the last 14 days. This may indicate churn risk.

Smart Hub

Usage dropped 40% in 14 days — highest risk signal this quarter.

CriticalSmart Hub
Acme CorpPoor health
$120K ARR45d to renewalHigh RiskUsage Drop
September 27, 2026by AI Engine
JIRA-1892 escalated to P1 — Figma

Critical data export bug escalated. Engineering team assigned. ETA: 4 hours.

Critical
Figma Inc.Avg health
$62K ARRHigh Risk
September 27, 2026by Daniel Park
Renewal for Stripe Inc. in 30 days

Contract expires on April 24, 2026. Current ARR: $85,000. Health score: Average.

High
Stripe Inc.Avg health
$85K ARR30d to renewalRenewal Soon
September 27, 2026by System
Expansion opportunity detected at Notion HQ

3 new power users identified. Seat utilization at 94%. Upsell window is favorable.

Smart Hub

Seat utilization at 94% with 3 new power users — strong expansion signal.

HighSmart Hub
Notion HQGood health
$48K ARRExpansion Opportunity
September 27, 2026by AI Engine
Anjum commented on JIRA-2041: Onboarding flow bug

"The SSO issue is still present after the latest deploy. Client is frustrated."

Medium
Figma Inc.Avg health
$62K ARR
September 27, 2026by Anjum Shaikh
QBR preparation task due tomorrow

Prepare Q2 business review deck for Salesforce account. Assigned to Ravi Kumar.

High
SalesforceGood health
$210K ARR90d to renewal
September 27, 2026by Anjum Shaikh
Login frequency down 60% — HubSpot

Key users haven't logged in for 21+ days. Champion contact last seen 3 weeks ago.

Smart Hub

Champion inactive for 21 days — renewal at risk.

CriticalSmart Hub
HubSpotPoor health
$145K ARR20d to renewalHigh RiskRenewal SoonUsage Drop
September 27, 2026by AI Engine
NPS score dropped to 4 — Dropbox Enterprise

Respondent: Marcus Webb (CTO). Comment: "Support response times are too slow."

High
Dropbox EnterprisePoor health
$95K ARRHigh RiskNPS Alert
September 27, 2026by System
Churn probability raised to 78% — Zendesk

Model detected 5 risk signals: low logins, open support tickets, NPS below 5, missed QBR, reduced seat count.

Smart Hub

5 simultaneous churn signals detected — urgent intervention needed.

CriticalSmart Hub
ZendeskPoor health
$88K ARR15d to renewalHigh RiskRenewal Soon
September 27, 2026by AI Engine
Onboarding milestone completed — Loom

Customer has completed all 8 onboarding steps. Ready to move to activation phase.

Low
LoomGood health
$24K ARR
September 27, 2026by System
Renewal for Linear in 7 days

High-value account. Current NPS: 9. Champion is responsive. Renewal likely.

High
LinearGood health
$56K ARR7d to renewalRenewal Soon
September 27, 2026by System