1) Problem Summary

Customer Success teams struggle to see which accounts are at risk, why, and what actions to take next. Most tools bury signal inside spreadsheets, fragmented dashboards, or manual scoring. This leads to late interventions, missed renewals, and reactive churn management instead of proactive portfolio control.

CX teams need one place to view the health of their portfolio, identify risk early, and act with clarity.

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Live demo: Risk Monitor — Interactive Preview

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2) Why This Matters

• Churn is expensive — losing one mid-market account can wipe out months of new ARR.
• CS leaders need better visibility into portfolio health, not scattered insights across emails, CRM, and spreadsheets.
• CSMs juggle too many accounts and lack a clear “who needs me today?” view.
• Without consistent risk signals, interventions become guesswork instead of guided action.
• Modern CS teams are increasingly measured on retention, expansion, and Net Revenue Retention — all depend on early, reliable, actionable risk detection.

A simple, clear risk monitor improves renewal outcomes and helps teams prioritize effort where it matters most.

3) Goals & Success Criteria

Product Goals

• Give CSMs a single source of truth for portfolio health.
• Surface clear, trustworthy risk signals tied directly to account activity.
• Help CS teams prioritize accounts that need immediate attention.
• Provide easy-to-consume views for risk distribution, ARR at risk, top-risk accounts, and workload planning.
• Enable leaders to monitor changes in risk trends week-over-week.