title: Customer Health Dashboard
shell: standard
eyebrow: Customer Success
subtitle: Portfolio health - Q2 2026
components:
- type: stat_grid
columns: 4
stats:
- label: Total Customers
value: "142"
detail: Active accounts
- label: Healthy
value: "118"
detail: Green - on track
color: green
- label: At Risk
value: "19"
detail: Yellow - needs attention
color: yellow
- label: Critical
value: "5"
detail: Red - escalation required
color: red
- type: callout
variant: danger
title: 5 accounts require immediate escalation
body: |
Acme Corp, Bluestone, Harrow Medical, Pinnacle Logistics, and Vantage
Systems are all overdue on support SLAs and have not logged in within
the past 14 days. Assign owners and initiate outreach today.
- type: section
eyebrow: Portfolio
heading: Account health by customer
components:
- type: card_grid
min_width: 280
cards:
- title: Acme Corp
badge:
label: Critical
color: red
description: Enterprise - AWS - $420K ARR
links:
- label: View account
href: /accounts/acme
- title: Bluestone Inc
badge:
label: Critical
color: red
description: Mid-market - GCP - $180K ARR
links:
- label: View account
href: /accounts/bluestone
- title: Northwind Co
badge:
label: Healthy
color: green
description: Enterprise - Azure - $310K ARR
links:
- label: View account
href: /accounts/northwind
- title: Riverdale Tech
badge:
label: At Risk
color: yellow
description: SMB - AWS - $72K ARR
links:
- label: View account
href: /accounts/riverdale
- type: section
eyebrow: Detail
heading: All accounts
components:
- type: table
filterable: true
sortable: true
columns:
- key: account
label: Account
- key: tier
label: Tier
- key: arr
label: ARR
- key: health
label: Health
- key: last_login
label: Last Login
- key: csm
label: CSM
rows:
- account: Acme Corp
tier: Enterprise
arr: "$420K"
health: Critical
last_login: "18 days ago"
csm: Sam T.
- account: Northwind Co
tier: Enterprise
arr: "$310K"
health: Healthy
last_login: "2 days ago"
csm: Jordan M.
- account: Bluestone Inc
tier: Mid-market
arr: "$180K"
health: Critical
last_login: "21 days ago"
csm: Priya K.
- account: Riverdale Tech
tier: SMB
arr: "$72K"
health: At Risk
last_login: "9 days ago"
csm: Sam T.
- account: Harrow Medical
tier: Enterprise
arr: "$540K"
health: Critical
last_login: "15 days ago"
csm: Jordan M.
- type: section
eyebrow: Activity
heading: Recent events
components:
- type: event_timeline
default_filter: major
show_filter_toggle: true
limit: 10
events:
- date: 2026-04-29
severity: major
title: Acme Corp - support SLA breached (P1 ticket summary: |
Ticket open 48 hours with no engineer response. Escalated to VP
Engineering. Customer contacted by CSM.
source: linear
- date: 2026-04-28
severity: major
title: Bluestone Inc - no login in 21 days, renewal at risk
summary: |
Automated health check flagged zero session activity since Apr 7.
Renewal is June 15. CSM Priya assigned outreach task.
- date: 2026-04-27
severity: minor
title: Northwind Co - analytics pilot hit 50-query milestone
- date: 2026-04-26
severity: info
title: Riverdale Tech - new user seat provisioned (8 → 9 seats)
- date: 2026-04-25
severity: major
title: Harrow Medical - procurement escalated timeline concern
summary: |
Procurement lead flagged a Q2 budget freeze. Renewal is May 31.
Account team to schedule exec sync.
- type: section
eyebrow: Coverage
heading: CSM workload
components:
- type: progress_bar
value: 83
label: Sam T. - capacity
color: yellow
detail: 42 of 50 accounts at healthy cadence
- type: progress_bar
value: 91
label: Jordan M. - capacity
color: green
detail: 46 of 50 accounts at healthy cadence
- type: progress_bar
value: 60
label: Priya K. - capacity
color: red
detail: 30 of 50 accounts at healthy cadence