Use case: Customer success

Know which accounts need attention before they ask for help.

Customer success teams use Hymetry to connect account health, user activity, adoption breadth, page usage, and session evidence, so every follow-up is grounded in what customers actually do.

Account behavior, health signal, evidence, and recommended action stay connected.

Customer success account queue

Renewal portfolio · Last 30 days · Ordered by next action

Review this week
Accounts42
Risk signals8
Expansion gaps11
Active users1,284
AccountSignalEvidenceRecommended action
Edgewater LabsAccount risk18 at-risk users, adoption concentrated in 2 areasCheck at-risk users
OpusGate DigitalExpansionStrong activity, no Reporting adoptionIntroduce Reporting workflow
HelixBioHealthyPower user momentum, broad page usageValidate power users
Northstar WorksOnboarding gapSetup activity started, integrations incompleteReview setup activity
BehaviorUsage, pages, users, visits
SignalRisk, adoption gap, expansion
EvidenceSource metrics and sessions
ActionNext review step for the CSM

Account health overview

See account health before the next check-in.

Hymetry surfaces account health from actual product usage: active users, adoption breadth, engagement, user health, page usage, and recent movement.

Health state78
Active users102
At-risk users18
Adopted areas2
Engaged time

Up 9% overall, but concentrated around fewer active users.

Last activity

Today, with most activity in projects and dashboards.

Signal

Account looks active, but user health is shifting toward lighter usage.

Next review

Open user health before the renewal prep call.

Account risk
Review this week

Usage softened despite healthy overall activity. The account is still active, but user health and adoption breadth are moving in the wrong direction.

At-risk users

18 users dropped below their normal activity range.

User health

Health shifted toward light and passive usage over the last 30 days.

Adoption breadth

Usage is concentrated in 2 product areas while peer accounts use 3 or more.

Recommended action

Open users table and check backup champions.

Early risk signals

Spot risk while there is still time to act.

Usage often softens before customers say they are unhappy. Hymetry highlights accounts where activity drops, user health declines, or adoption narrows, so teams can identify accounts that may need attention.

User health

Find champions before they disappear.

See who is active, passive, dropped, or gaining momentum inside each account, so teams can support the right users and avoid relying on a single champion.

Northstar Works

Account health depends on user-level behavior.

Power users1 champion
Active users12 steady
Passive users7 light
Dropped / at-risk5 need review
Champion depth

One power user carries most setup activity.

Backup opportunity

Two active users show enough momentum to become secondary champions.

Elena RamosPower user · 21 pages used · Active today
Power user
Marcus LeeActive user · Reporting viewed once · +18% trend
Active
Priya ShahPassive user · 3 visits · Last seen 9 days ago
Passive
Jon BellDropped user · No visits in 21 days
Dropped
Tara WongAt-risk user · Usage down 38% from baseline
At risk
Expansion

OpusGate Digital

Strong activity but no Reporting adoption. Active users are engaged in adjacent workflows, but Reporting has not become part of the account's usage pattern.

Active users24
Interaction rate61%
Reporting usage0
Recommended action

Introduce Reporting workflow.

ProjectsCore workflow is broadly used.
DashboardsHigh engagement in adjacent workflow.
IntegrationsAdmin setup is partial.
ReportingMissing workflow.

Adoption gaps

Reveal adoption gaps and expansion opportunities.

Healthy activity does not always mean full adoption. Hymetry shows which product areas are missing, underused, or concentrated in only a few users.

Book of business

Prioritize the accounts that need action.

Sort accounts by health, risk, adoption, engagement, user movement, and recommended next step, so CSMs can focus their week without digging through dashboards.

AccountHealthSignalActive usersAt-risk usersAdoptionRecommended action
Edgewater LabsSofteningAt-risk users rising102182 areasCheck backup champions
OpusGate DigitalStrongExpansion gap2423 areasIntroduce Reporting
Northstar WorksOnboarding gapSetup incomplete3161 areaReview integrations
HelixBioHealthyPower user momentum5834 areasValidate workflow

The table keeps account-level health separate from user, page, visit, and recommendation evidence until a CSM opens the account detail.

Reviewable evidence

Open the evidence behind every account signal.

Every recommendation connects back to the underlying company, user, page, and visit context, so teams can review the source before deciding what to do.

Featured insight

Edgewater Labs usage softened and several users may need attention.

Hymetry keeps the account signal, evidence sources, and review action in one investigation path.

Open account detail

Company metrics

Active users, engaged time, adoption breadth, and recent movement show the account stayed active but narrowed.

User health

Light, passive, dropped, and at-risk users explain why the account health signal softened.

Pages used

Product areas and workflows show adoption remains concentrated in projects and dashboards.

Peer comparison

Similar companies at this stage adopted more than 3 product areas.

Visits

Session context is available when the CSM needs to review the behavior behind the signal.

AI recommendations

Turn account signals into next steps.

Hymetry turns account risk, adoption gaps, champion movement, and expansion signals into recommendations your team can review.

Risk

Check at-risk users.

Focus the review on users who changed health state.

Evidence

Several active users dropped below normal activity.

Adoption gap

Review onboarding setup.

Confirm whether setup is blocking broader adoption.

Evidence

Setup appears incomplete compared with similar companies.

Expansion

Introduce Reporting workflow.

Bring the workflow into the next account conversation.

Evidence

Strong engagement, no Reporting adoption.

Champion risk

Add backup champions.

Reduce dependency on one highly active user.

Evidence

Usage concentrated in one highly active user.

Renewals and QBRs

Prepare QBRs with real usage evidence.

Before a renewal, QBR, or executive check-in, see what changed, what was adopted, which users are engaged, and where the account may need help.

Edgewater Labs QBR prep

Usage evidence for a CSM review, not a generated slide deck.

Health summary

Stable engagement, softer health, narrower adoption.

Adoption highlights

Project usage stayed strong across active teams.

At-risk users

Several users returned to onboarding flows.

Expansion gaps

Reporting is not adopted yet.

Suggested talking points

  • Reporting is not adopted yet.
  • Project usage is concentrated in two users.
  • Several users returned to onboarding flows.
  • Admin setup activity increased last week.

Review source evidence with controls in place.

Use account, user, page, and visit context when preparing customer conversations. Privacy controls help filter sensitive behavior before analysis.

Account source views User activity Page usage Visit context Privacy controls

Turn customer behavior into proactive success.

See account health, adoption gaps, user movement, and the evidence behind every customer success action.

No credit card required.