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adminWon bookings by year — new logo vs renewal/expansion
Won bookings by month — trailing 24 months
Opps created (bars) vs win rate (line) by quarter
Where created opps come from — TTM vs prior year
Open pipeline by stage
Top open deals
Loss reasons ($)
Engagement tiers across the active book
Engagement by product
YTD analyzed calls by month — CS vs sales
Who is on the calls
CS health reads / sales sentiment (YTD analyzed)
Voice of the customer — latest quotes on the subscription book
Monthly touch coverage of the active book
Who gets touched — at-risk vs healthy
Churn risk across active subscribers
Renewals in danger — expiring ≤120 days, ranked by churn probability
Growth candidates — highest subscription propensity among non-subscribers
| Department | Dataset | Freshness | Chart | Methodology |
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