Dashboard

KPIs

The top of the dashboard shows the headline KPIs for your portfolio:

• Managed revenue: total revenue across the customers you are responsible for.
• Customers engaged: customer has not been engaged by a CSM via email, call, or a meeting recently.
• 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

Sentiment trend tells you how happy or unhappy your customers are without asking them for feedback. Cust automatically evaluates every customer interaction (emails, calls, tickets) for sentiment and rolls the result into a portfolio-wide trend over time.

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 where Cust does not yet have enough signal to score them.

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.