Dashboard Use Cases/Customer HealthCustomer Success Manager

Show me a matrix of all contracts renewing in the next 6 months — plotted by health score vs ARR — with quadrant labels: secure, monitor, at-risk, and critical.

Visualizes renewal risk using a health-vs-value matrix to help CSMs prioritize retention efforts on the highest-impact accounts.

Metrics & KPIs

Health scoreARRrenewal datequadrant classificationaccounts per quadrant

Required Data

Contract renewal dateshealth scoresARRCSM assignments

Data Sources

CRMBilling/Payments

Works with tools like

SalesforceHubSpotPipedriveCloseCopperStripeChargebeeRecurlyPaddleZuora

How Bruin builds this

Bruin

Bruin AI Dashboards

Show me a matrix of all contracts renewing in the next 6 months — plotted by health score vs ARR — with quadrant labels: secure, monitor, at-risk, and critical.

Bruin connects to your CRM, Billing/Payments and builds the dashboard automatically.

It visualises Health score, ARR, renewal date and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.