Dashboard Use Cases/Revenue & SalesCustomer Success Manager

Show me all renewals coming up in the next 90 days — grouped by health score (green, yellow, red) — with total ARR at risk and assigned CSM.

Provides a forward-looking view of upcoming renewals segmented by health score to prioritize retention efforts on at-risk accounts.

Metrics & KPIs

Renewal counttotal renewal ARRARR at riskhealth distributiondays to renewal

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 all renewals coming up in the next 90 days — grouped by health score (green, yellow, red) — with total ARR at risk and assigned CSM.

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

It visualises Renewal count, total renewal ARR, ARR at risk 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.