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Client Success Intelligence

Service your top clients — know everything they've done with us, in one place.
Everything your CSMs need to service our top clients, segmented by how we serve them. Each segment is a curated book of business — what they've bought, what's being delivered, whether they've won deals in Navigator, and where they show up in our editorial. One click to the full account brief.
CS Clients
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Subscription Services
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Event Clients
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Programs & Councils
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Median Health Score
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Client Health Score TBD — composite preview
The unified Client Health Score is still being defined with CS. Below is the current composite preview (0–100, blending churn risk, usage, cadence, onboarding, Insider/QBR cadence, pipeline, and tenure). Use the other tabs to work a specific book of business.
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Most revenue at risk — act here first — accounts
AccountCSM HealthBand Top DriversRevenue at Risk
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Event Clients — accounts
AccountEvent CSMOwner Navigator WinsTTM Won Editorial
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CS Clients — accounts
AccountCSM HealthChurn Risk Active SubsTTM Won
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Subscribers — Navigator (DEN/DGN) & Insider (ICA/ITX) — accounts
AccountActive Subs % Rev Nav% Rev Insider Churn RiskCross-sell
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Show events beyond 15 days

Enter the unlock password to include upcoming events starting more than 15 days from today.

Program & Council Sponsors — accounts
AccountPrograms & Councils #Program Rev Navigator WinsEditorial
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Applied ML across your book 10 models · per account
Every model the platform trains, scored for the accounts you service — churn & downgrade risk, subscription renewal, cross-sell & event-expansion propensity, predicted next-year revenue, lifetime value and account segment. Use the lanes to triage who to save, who to renew, and who to grow. Click any row for the full account card.
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Model distributions Book-wide
Account ML scorecard — accounts
AccountCSM ChurnRenewal Cross-sellExpansion Segment Predicted RevRev at Risk
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