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Customer Success
Work Queue
The most important customer work from the latest completed risk scan.
HealthyAt riskCritical
Updated after risk scanLoading…
Due today—
This week—
Lost—
Completed—
Do first
Today
Plan and complete
This Week
Past renewal
Lost
Shared team progress
Completed
Accounts needing attention
Critical and at-risk accounts appear first.
Filter accounts
| Core issue | Next action | ||||||
|---|---|---|---|---|---|---|---|
| Loading accounts… | |||||||
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Portfolio report
Current account mix, renewal timing, and health distribution.
Health distribution
Renewal timing
Plans Top 15; remaining labels grouped
| Plan | Accounts | Healthy | At risk | Critical |
|---|