One shared view for sellers and customer success · Click any account for the split action plan
Last refresh 2026-08-24 · 09:15
Everything on this page is clickable.Any number, chart, panel heading or status chip opens what it measures, the math behind it, and the accounts or sellers underneath it.
Status key
Off pace<50% of pace
Behind pace50–99%
On pace100%
Ahead of pace110%+
Blended score = Bookings 70% · Adoption 30%
Time
Blended
Recommended forecast · call this
Forecast range
Blended score
Bookings 70% + Adoption 30%
Bookings vs quota (× 70%)
Adoption vs target (× 30%)
Blended score
Status
Blended score vs quota ·
Closed won mix · bookings
Programs live · adoption
Plan
Stretch
Expansion vs plan · adoption
Plan
Stretch
Bookings · closed won
Bookings · open pipeline
Quota tracking · closed won
Quota tracking · open pipeline
Closed won breakdown
Top 5 open deals ·
Team heat map · click a card to flip to their forecast
Deal forecast · click a card to flip to next steps
Quarter forecast · three cases
Worst case
Likely
Upside
Against quota
Click anything.Account cards flip to show who owns what · any number, chart, tier chip or badge opens what it means, the math behind it, and the accounts underneath it.
Renewal play engine. Open any account card for the recommended play — bridge renewal, re-launch before renewal, partial restructure, standard renewal, early-renewal incentive. The play is reactive, not the lead: confirm the customer's actual state with the CSM before opening a commercial conversation. Weights, thresholds and forecast adjustments are calibrated per client against their own history; every figure shown here is an illustrative default, not a recommended setting.
