Customer Portfolio
Monitor customer health, renewal risk, and account priorities.
Total Customers
5,000
Managed accounts
Portfolio ARR
$4.19M
Estimated recurring revenue
At Risk
796
Customers requiring attention
Critical Priority
299
Immediate CSM attention
Customer Health
Portfolio distribution by health status
Healthy
1,437
28.7%
Monitor
2,767
55.3%
At Risk
796
15.9%
Insight — Monitor is the largest health segment at 2,767 accounts (55% of the portfolio), meaning most customers are stable but trending toward risk without proactive engagement.
Renewal Pipeline
Customers by renewal urgency
Critical≤30 days413
High31–90 days803
Medium91–180 days1,299
Low180+ days2,485
Needs Attention
Highest-priority accounts requiring CSM action
| Customer | Health | ARR | Renewal | Priority | Recommended Action |
|---|---|---|---|---|---|
| PulseIQ Customer 0447CUST-00446 | At Risk | $1,006 | 1 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 0756CUST-00755 | At Risk | $1,425 | 1 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 2011CUST-02010 | At Risk | $756 | 1 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 0849CUST-00848 | At Risk | $893 | 1 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 0207CUST-00206 | At Risk | $922 | 2 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 2322CUST-02321 | At Risk | $578 | 3 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 0896CUST-00895 | At Risk | $900 | 3 days | Critical | Review health drivers and create recovery plan |
| PulseIQ Customer 2125CUST-02124 | At Risk | $1,252 | 3 days | Critical | Review health drivers and create recovery plan |