Journey Health Dashboards consolidate engagement, progress, and sentiment into one view. They highlight which accounts are thriving, which need attention, and why.
Health signals at your fingertips
Customize dashboards by role so success managers, executives, and operations teams each focus on the metrics that matter most.
Key Indicators
- Health score combining progress, engagement, and sentiment.
- Lifecycle status showing where customers sit in the journey.
- Milestone timeline revealing achieved, current, and upcoming phases.
- Risk alerts highlighting overdue tasks, low activity, or negative sentiment.
Drill-Down Experience
| Interaction | What You Learn | Follow-Up Action |
|---|---|---|
| Click a health score | Recent activity, blockers, owners | Assign follow-up tasks or escalate |
| Filter by segment | Portfolio performance by industry or tier | Reallocate resources where impact is highest |
| View timeline | Milestone history and upcoming deadlines | Confirm readiness or adjust timelines |
| Inspect sentiment trend | AI summaries of recent conversations | Coach teams or address emerging concerns |
Using Journey Dashboards
Select the Dashboard View
Choose portfolio-wide, team-specific, or individual account dashboards depending on your role.
Apply Filters
Segment by stage, industry, ARR band, or CSM to surface meaningful cohorts.
Investigate Outliers
Drill into accounts with rapid score changes or lingering risk flags to understand root causes.
Trigger Actions
From the dashboard, create tasks, launch automations, or notify owners to keep momentum.
Share Insights
Export snapshots or use AI-generated summaries in executive briefings and client check-ins.
Best Practices
Make it part of the rhythm
Review dashboards during weekly team syncs and monthly business reviews to stay proactive.
- Pair health insights with Customer Oracle queries for deeper context.
- Set threshold-based alerts so leaders know when high-value accounts need attention.
- Track improvements after interventions to validate impact and refine playbooks.
Explore Revenue Impact Insights to connect health signals with commercial outcomes.