Customer Success
The portfolio radar: each customer with a health score of 0-100, the churn alert with MRR at risk, and the suggested action — to act before cancellation, not after.
The screen
The real screen, in the theme you picked above.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
Refresh
Form fields
Críticos (risco de churn)Clientes com score de saúde abaixo de 40, que pedem ação nesta semana.
Em atençãoClientes na faixa intermediária do score de saúde, que merecem acompanhamento.
SaudáveisClientes com score de saúde alto, sem sinais de risco no período.
MRR em riscoSoma da receita recorrente mensal dos clientes críticos: o que está em jogo se nada for feito.
Score de saúdeNota de saúde do cliente de 0 a 100, combinando pagamentos, atendimento e contrato.
Nota de pagamentosDimensao pagamentos do score, de 0 a 100: como o cliente vem honrando os títulos.
Nota de atendimentoDimensao atendimento do score, de 0 a 100: volume, tempo e satisfação das demandas.
Nota de contratoDimensao contrato do score, de 0 a 100: situação e vigencia do contrato do cliente.
MRRReceita recorrente mensal do cliente na carteira.
Demandas abertasQuantidade de demandas do cliente ainda abertas na operação.
CSATNota média de satisfação registrada pelo cliente nas demandas atendidas.
VencidoValor de títulos do cliente vencidos e ainda não pagos.
Start here
What it's for
A customer doesn't announce they're leaving — they give signals: paying late, stalled demand, contract about to expire. This screen brings together the signals already in the system and tells you WHO to start with.
How to
QBR in PDF
The PDF button generates the customer review (health, contract, service, financial) ready to bring to the quarterly business review (QBR) — transparency generates renewal.
Rules
How the score is calculated
Payments (35%) = 100 − the risk score from Delinquency. Service (35%) = CSAT from the last 90 days + % of demands stalled for 14+ days. Contract (30%) = term status (expiring without renewal = low score). A dimension with no data DROPS OUT of the calculation — the others are reweighted.
Ranges
Critical < 40 (churn risk — act this week) · Attention 40–69 · Healthy ≥ 70. "MRR at risk" adds up the monthly fee of the critical ones: that's what's at stake.
Frequently asked questions
Where to act
Collection → the Finance dunning ladder. Stalled demand → the Demands kanban. Renewal → the Contracts screen (Renew +12m). This screen is the radar; the action happens in the modules.
Was this article helpful?
In the same module: After the win5
Contract trackingThe portfolio management view: which contracts are expiring, which will be adjusted, which are not being bill…Tax reformSimulates the impact of CBS/IBS on operations during the transition. It's a simulation over rules that are st…Consistency checksRuns rules that flag contradictions in the data (active contract with no billing, completed demand with no ho…Clientes para chamar hojeA lista do dia: quem sumiu há 60 dias, quem faz aniversário, a cor que a cliente quis e chegou, o carrinho ab…Sales Cockpit (sales force)Each salesperson's performance: leads, opportunities, conversion, ticket size, and value won — with internal …
Tenka Academy
Explore the AcademyStep-by-step learning paths for your industry, inside the platform.