How to

How to identify at-risk accounts and insights

  • 21 April 2022
  • 0 replies

Userlevel 4

Recognizing accounts at risk of churn is an important Customer Intelligence use case. Follow the below steps to determine which accounts are at risk and to establish data-driven action plans.


Identify highest-risk accounts

  • Log into; you will land by default on the Customer Health Dashboard.
  • Scroll to the right until you see the Customer Health column.
  • Click the to the right of this column. This will re-sort your accounts so that they are displaying from the lowest to highest health scores.


Review insights about high-risk accounts

  • Choose one of the customers with low health scores and select the > to the right of their health score to slide open in-depth information about that account.
  • Make sure you are on the General Info tab and scroll down to the Insights section.
  • If an insight looks appropriate, convert it to a task that will appear as an info card in Workspaces.
    • Click the ellipses to the right of the insight and select Convert to Task.
    • Add notes, assign the task to a team member, or set a due date. 


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