Reporting & Analytics
The portfolio dashboard, CSM performance, churn risk, NRR/GRR, CS ROI, and custom reports.
Your portfolio at a glance
Where portfolio-level analytics live — the Pulse tab on Today, plus report dashboards.
CSM performance & the Team Console
Where managers review per-CSM metrics, coaching insights, and workload.
Churn risk analysis
Where to see churn risk — the Churn Watch panel, the account Health tab, and reports.
NRR and GRR
Where Net and Gross Revenue Retention are shown, and how they are computed.
Reports builder: sources, filters & charts
Build a report from a data source with fields, grouping, filters, and a chart type.
Report data sources
The objects you can report on and how child sources reach parent-account fields.
Saving, sharing & exporting reports
Share a report by visibility level, export to CSV, drill into rows, and schedule delivery.
CS ROI
Tie CS activity to value delivered and revenue outcomes to prove impact.