Account Health Dashboard
See which accounts need attention before they churn.
What changes when you build this
The gaps you're living with today,
and what this tool fixes.
Problems
- Account health lives in 4+ places — CRM notes, support tickets, usage analytics, billing — and nobody has the full picture
- CSMs manage 50+ accounts and rely on gut feel to decide who gets a check-in this week
- Renewal dates sneak up because there is no single view showing what is due in the next 30/60/90 days
- Product usage drops 40% over two months and nobody notices until the customer asks to cancel
- Quarterly business reviews pull data from 3 different exports that take hours to assemble
Solutions
- One dashboard merges CRM, usage, support, and billing data into a single health score per account
- Accounts ranked by risk so CSMs focus on the ones most likely to churn, not the ones who reply fastest
- Renewal calendar with 90-day lookahead shows upcoming renewals alongside health scores
- Usage trend alerts fire automatically when engagement drops below threshold — no manual monitoring
- QBR-ready account snapshots export in one click instead of hours of spreadsheet assembly
What the data model looks like
Refine generates this table structure from your
prompt. Edit columns, types, and relationships after.
100%
Mistakes to avoid
These are the failure patterns teams hit most often
when building this.
Health scores based on a single signalFix: Combine at least 3 inputs — product usage, support ticket volume, and billing status — into a weighted composite score.
Health scores based on a single signal
Fix:Combine at least 3 inputs — product usage, support ticket volume, and billing status — into a weighted composite score.
Stale engagement dataFix: Sync usage and activity data daily; flag any account where last_activity is older than 14 days.
Stale engagement data
Fix:Sync usage and activity data daily; flag any account where last_activity is older than 14 days.
Treating all at-risk accounts equallyFix: Weight interventions by ARR so a $96K at-risk account gets attention before a $6K one.
Treating all at-risk accounts equally
Fix:Weight interventions by ARR so a $96K at-risk account gets attention before a $6K one.
No renewal owner assignedFix: Auto-assign a renewal owner 90 days before renewal_date; alert the manager if unassigned at 60 days.
No renewal owner assigned
Fix:Auto-assign a renewal owner 90 days before renewal_date; alert the manager if unassigned at 60 days.
Reactive QBR prepFix: Build an auto-generated account snapshot view so QBR data is always current, not assembled the night before.
Reactive QBR prep
Fix:Build an auto-generated account snapshot view so QBR data is always current, not assembled the night before.