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Portfolio Analytics page showing Total Customers, Average Health, At Risk, and Total ARR tiles, a health distribution donut, a portfolio health trend chart, a Top Performers panel, and a Needs Attention panel.

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Why you’re here

Analytics is where you stop counting and start judging. It turns the portfolio into a health view — who’s healthy, who’s drifting, and who’s already at risk. Open it when you need to prepare a pipeline review, pick the next save play, or answer the question “which three customers matter most this week?”

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What you’ll see

  • Four summary tiles: Total Customers, Average Health (as a percentage), At Risk (count), and Total ARR.
  • A Health Distribution donut breaking the portfolio into Healthy, Needs Attention, At Risk, and Critical, each with a count and share of total.
  • A Portfolio Health Trend line charting the average health score over time, with a Last 7 days selector.
  • A Top Performers panel listing the healthiest accounts with their industry, active project count, and health percentage.
  • A Needs Attention panel listing accounts requiring immediate action, tagged At Risk with a health score.
Health scores are a composite signal — engagement activity, survey responses, initiative progress, and overdue work all feed the number. An account that drops into Needs Attention isn’t automatically a churn risk, but it’s the first place to look.

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How it’s calculated

Today the Health Score shown in the UI is a rolling 12-month view of customer health, bucketed into Healthy, Needs Attention, At Risk, and Critical. The weighted formula below is defined but not yet live: 
Health Score = token utilisation × adoption breadth × velocity
  • Token utilisation — how actively the customer’s licensed seats are used.
  • Adoption breadth — how many modules they touch.
  • Velocity — rate of meaningful activity (actions closed, milestones moved).
Phase 1 (current): the 12-month view is what the page shows today. Phase 2: the weighted formula above rolls out later and will drive the same Healthy / Needs Attention / At Risk / Critical thresholds.

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When to use it

  • Plan your save calls for the week by starting with the Needs Attention list.
  • Benchmark a single customer’s health against the portfolio average.
  • Spot a downward trend on the health line before it shows up in renewal conversations.
  • Pull the Total ARR and At Risk numbers for an exec-level rollup.

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Next

Overview

Go back to the top-level portfolio dashboard.

Activity feed

See the recent changes driving these health scores.