See the health of every account, on every screen.

Pull Stripe MRR, Intercom or Zendesk conversations, HubSpot or Salesforce pipeline, and product-usage signals into one CS pane. Surface accounts about to churn before the renewal call.

Last updated June 2026 · By Widgets PRO Team

Health score per account

Composite of login frequency, feature adoption, ticket volume, and sentiment. Top 20 at-risk accounts always visible — sorted by ARR at stake, not alphabetical.

Expansion pipeline

Open expansion opportunities, value, stage, and the CSM who owns each. Live from HubSpot or Salesforce — no nightly export.

Renewal calendar

Next 90 days of renewals ranked by ARR, with the current health score next to each. The 8-week heads-up that keeps the QBR pipeline from going dark.

Tickets in flight

Intercom or Zendesk conversations grouped by tier, first-response time, oldest unresolved. The CSM team sees the queue before the daily standup.

NPS / CSAT live

Today's responses with the verbatim feedback. Hot take from a detractor pulls up on the dashboard — the CSM can call before the customer rage-quits.

Account-level deep links

Every account tile links straight to the customer's record in HubSpot, the active Intercom conversation, and the Stripe customer page. One pane, deep links to the source.

Pull from the tools the CS team already uses

Intercom, Zendesk, HubSpot, Salesforce, Stripe, Mixpanel, Amplitude — all reachable through native integrations or the declarative integrations DSL. Stop copy-pasting from five tabs into a weekly health-score spreadsheet.

  • Native: Stripe, HubSpot, Intercom (via DSL)
  • CRM: Salesforce, Pipedrive — DSL adapter
  • Product analytics: Mixpanel, Amplitude, PostHog — REST or webhook
  • Custom: any REST or GraphQL API plugs in within a working day

Per-segment, per-CSM, per-tier

Enterprise customers want a quarterly health report; SMB needs daily ticket volume; the renewal team cares about the 90-day pipeline. One template, three filtered views — each CSM gets their own segment without rebuilding the dashboard.

  • Per-CSM filters — see your own book of business
  • Per-tier dashboards — Enterprise / Mid / SMB pulled into separate panes
  • Per-region filters for global teams
  • Real-time sync over WebSocket — the dashboard updates as tickets land

Related

Dashboards for sales

Pipeline, deals at risk, quota attainment, leaderboards.

Dashboards for support

Live ticket queues, first-response time, agent workload.

Stripe integration

MRR, churn, expansion, dunning — live from Stripe.

HubSpot integration

Pipeline, contacts, deals — pulled into your CS dashboard.

Frequently asked questions

  • You define the formula. Common composites: login recency (40%), feature adoption (30%), ticket sentiment (20%), NPS (10%). The dashboard recomputes as data lands — no nightly job. Define your weights once, version them in YAML next to the dashboard config.

  • HubSpot is via the declarative integrations DSL — OAuth, pulls deals, contacts, properties. Salesforce uses the Bulk API for nightly pulls and the Streaming API for live changes. Both plug in within a working day if you have admin access.

  • Yes — per-user filters at the dashboard level. CSM Alex sees her own book of business; CSM Sam sees his. The Director sees the merged view. Same template, role-based filters, no duplicate dashboards to maintain.

  • Delighted, Wootric (Zendesk QualtricsXM), AskNicely, in-app NPS via Intercom — all reachable through the DSL. New responses land on the dashboard in seconds via webhook; verbatim detractor feedback pops up in the "needs callback" tile.

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