KPIs

The top of the dashboard shows the headline KPIs for the customers included by your current filters:

Managed revenue: total revenue across the customers included by your current filters.
Engaged by manager: customers recently engaged by an assigned manager through email, a call, or a meeting, shown out of customers with an assigned manager. Customers without a manager are listed separately.
Customers that stopped using: accounts where product usage has fallen off.
Silent customers: customers who have not emailed, submitted a CS ticket, called, or attended a meeting with you recently. These are the accounts most at risk of slipping away unnoticed.
Customers with negative sentiment: accounts where AI has detected negative sentiment in recent interactions.

Sentiment trend summarizes sentiment detected in recent synced customer conversations. Cust rolls the available analysis into a portfolio-wide trend over time. Older imported conversations and content that has not finished processing may not appear; the chart does not measure every conversation in your external systems.

Revenue by health

This section breaks down your managed revenue by the current health state of each customer:

Growth opportunity: customers strong enough to expand.
Healthy: stable customers with no immediate concerns.
At risk: customers where Cust is detecting risk signals.
Health not evaluated: customers without a recorded health score.

Each segment is clickable. Click any segment to jump to the Companies list pre-filtered to that segment.

Every customer underneath a segment has its own reasoning explanation of why they were placed there on the latest scoring run. See AI Health Scoring for how that reasoning is generated, and click into any customer record on the Companies page to read it.

Audience cards appear only for audiences with Show on dashboard enabled. New audiences default to off. See Audience visibility.