DASHBOARD / BRASSLINE
Customer health
Make expansion predictable and spot risk early.
Q4 2026 · Illustrative aggregate metrics.
Tables are bounded fictional working samples.
Net revenue retention
112.4%
Expansion less contraction and churn
Expansion ARR
$248k
Annualized expansion booked in period
Healthy accounts
241 / 284
Quarter-end portfolio snapshot
Customer NPS
68
92 responses
Portfolio health distribution
Success playbook
Turn a health signal into a specific next conversation.
Meridian · low adoption
Schedule a workflow session with Sofia. The adoption signal needs customer confirmation before changing the renewal forecast.
Stillwell · sponsor change
Ask the account owner to introduce the replacement executive sponsor. Record decision criteria in the account plan.
Northstar · expansion ready
Validate the 80-seat rollout plan and implementation capacity with Emma before issuing the order form.
Renewal and expansion watchlist
| Account | Annual value | Health | Owner | Review date | Next step |
|---|---|---|---|---|---|
| Meridian Labs | $48,000 | At risk | Sofia | Nov 24 | Adoption workshop |
| Stillwell | $56,000 | Needs attention | Oliver | Dec 02 | Sponsor introduction |
| Northstar Studio | $184,000 | Healthy | Olivia | Dec 12 | Seat expansion |
| Forma Collective | $62,000 | Healthy | James | Dec 18 | Success review |
| Pollen Systems | $42,000 | Needs attention | James | Dec 22 | Usage review |
5 sample records · Q4 2026