Account Overview Table

Value of This Blueprint

Sometimes the simplest way to manage accounts is with a customizable, spreadsheet-style view. This table surfaces critical data points across all accounts—giving CSMs a fast, familiar, and powerful management interface.

High-Level Strategy

This blueprint delivers a default table view with the most essential columns:

• ARR, renewal dates, CSM, health, and lifecycle stage
• Pulse score, last activity, and upcoming tasks
• Fully customizable to fit team needs

Technical Guidance

Use once accounts are integrated and lifecycle tracking is configured. Optional value from using conversations, email, health, and NPS data.

• Integrate Accounts & User data
• Setup Lifecycle Tracking
• Setup CSM assignments
• Optional: Connect Email
• Optional: Setup Health Score
• Optional: Setup NPS

What's Included in This Blueprint

• Account Overview Table