Customer success · ARR intelligence
Portfolio Pulse
One book, three useful views: an executive outlook, a CSM action centre, and the revenue story over time. Every revenue measure is ARR and every account uses one health score: low health means high risk. Nothing you upload is stored.
Upload your book of business
Portfolio Snapshot (required): one row per account. Core fields include
account_id, account_name, segment,
industry, csm_owner, customer_since,
contract_start, renewal_date,
term_length_months, last_qbr_date, and
current_arr. A blank QBR means no QBR has ever been recorded.
ARR Timeline (optional): one row per account per month with
account_id, month (YYYY-MM),
arr, plus optional utilisation, active-user, and ticket fields.
The legacy monthly-revenue columns remain accepted during migration, but Portfolio
Pulse displays ARR only.