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Company analytics

Know which accounts are adopting, slipping, or ready to expand.

Companies turns product usage into account-level signals — so product, success, and account teams can see which customers are healthy, which need attention, and where expansion opportunities are hiding.

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Companies overview dashboard with account health metrics, health distribution, and companies list
Companies overview shows account health, adoption breadth, and portfolio risk before you drill into a specific account.

Account health overview

See every account’s health in one place.

Companies turns adoption, engagement, users, pages, and trends into a clear account state. Teams can see which customers are healthy, slipping, onboarding, or ready to expand without reading every dashboard widget.

Edgewater Labs

Mid-market account · Project management plan · Active today

78
Health score78
Adoption breadth2 areas
Active users102
Usage trend+13%
State

Needs review

Risk signal

18 users dropped below their normal activity pattern during the last 30 days.

Expansion signal

Core workflows are healthy, but Reporting is still unused by most active users.

Prioritize accounts

Know which accounts deserve attention first.

The flagship Companies table ranks accounts by the signals teams actually act on: risk, expansion readiness, onboarding gaps, active-user depth, lifecycle, and follow-up state.

CompanySignalHealthEvidenceNext action
Edgewater LabsNeeds review78 · +13%102 active users, 18 at-risk users, 2 adopted areasCheck at-risk users
UrbanPulseExpansion84 · +7%Healthy core adoption, Reporting workflow not yet usedIntroduce unused workflow
CloudForgeChurn risk42 · -18%Active users dropped and engaged time fell below peer baselineAdd backup champion
NorthStar SystemsOnboarding61 · +22%New usage is growing, but setup is concentrated in one areaReview onboarding gap
Wokka IndustriesHealthy88 · +4%Broad adoption, consistent visits, multiple active teamsMonitor lifecycle stage
HealthyCore usage stable
MomentumProject management grows
SofteningSeveral users slow down
ReviewRisk and expansion both visible
  • Adoption breadth stayed at two product areas while peers expanded into three.
  • Engaged time rose overall, but activity concentrated around fewer users.
  • Top pages show strong task usage and weak Reporting adoption.
  • The account is not a churn case yet, but the next action is clear.

Explain movement

Understand why an account changed.

A health state is only useful when the team can see what moved it. Companies connects score changes to adoption, engagement, users, pages, and peer context so a review starts with evidence instead of guesswork.

Evidence view

Open one company and inspect the evidence.

The detail view keeps the account profile, metric movement, users, adopted pages, visits, peer comparison, and recommendations in one investigation path.

Users

See active, slipping, passive, and champion users behind the account signal.

Pages

Review which workflows were adopted, ignored, or newly discovered.

Visits

Open activity context when a recommendation needs session-level proof.

Notes

Keep recommended actions tied to the source views your team can review.

Edgewater Labs company detail view with status badges, metric dynamics, and account health signals
Company detail connects account movement with the users, pages, visits, and recommendations behind it.

Segments and lifecycle

Compare accounts by stage, segment, and health.

Teams can group companies by lifecycle, plan, size, segment, and health state to understand whether an account is behaving normally for its cohort.

Stage

New, onboarding, active, expanding, dormant, or reactivated.

Segment

Enterprise, mid-market, startup, customer type, plan, or region.

Size

Known users, active users, team count, and adoption breadth.

Health state

Healthy, needs review, churn risk, setup gap, expansion opportunity.

Peer baselineLifecycleReview queue

Recommendations

Turn account signals into next actions.

Recommendations stay practical: what changed, what evidence supports it, and which source view the team should open next.

Featured recommendation

Edgewater Labs · Needs review · Medium confidence

Check at-risk users

Several previously active users dropped below their normal activity level.

Review slipping users, identify whether usage is concentrated around too few champions, and introduce the Reporting workflow only after the account has backup adoption.

Setup gap

Onboarding appears incomplete compared with similar companies.

Review cohort
Expansion

Engagement is above peer baseline, but one workflow remains unused.

Open evidence
Peer check

The account has fewer adopted areas than similar healthy companies.

Compare health

Guardrails and handoff

Every recommendation stays grounded in evidence.

Companies helps teams prioritize accounts without hiding the source views behind each signal.

Source views

Account recommendations link back to company detail, users, pages, visits, and peer context.

Reviewable evidence

Health, adoption, engagement, lifecycle, and page-level signals remain visible before teams act.

Human handoff

Recommendations guide the next review step; your team decides what to change, send, or investigate.

The page stays focused on the core account workflow: health, reason, priority, evidence, and action.

See which accounts need attention.

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