Every account carrying a flag, with the ARR exposed and the next step. This is the CSM's working list — clear the top group first.
Only accounts on a committed term of a quarter or longer — a monthly plan's billing date isn't a renewal decision, so including it would flag every monthly customer every month.
Ordered for triage — worst risk band first, largest ARR first within a band. Health blends usage trend, activity, payment status, seat utilisation and renewal proximity, renormalised over whichever signals an account actually has.
Actions in the last 30 days by destination system. Leadbeam is native work (routes, locations, contacts); the rest are writes into the customer's own CRM, which is the outcome they're paying for.
What kind of work each account actually did in the last 30 days, not just which CRM it landed in.
Created is a record brought into existence (Lead, Account, Contact, Company, Deal, Opportunity); Updated is the same types edited;
Activity is work logged against a record (Task, Custom, Note, Meeting, Call); Converted is a lead turned into an account or opportunity — the highest-intent action in the product;
Mapping is Leadbeam-native field work (locations, routes). OSM adds is the separate osm_added_to_crm event, attributed by email domain because it carries no company property.
Per $ is actions per dollar of MRR. Monthly history is in each account's panel.
Three defensible answers, and the distance between them is the story. Quoting the top line alone would overstate renewable revenue by roughly a factor of two — so all three are shown, with the arithmetic behind each. Verify any figure with node scripts/audit-mrr.mjs, which prints every subscription's unit price, seat count and billing interval.
Trailing 12-month basis. NRR is what this month's revenue is worth from the accounts that were paying a year ago — expansion counts, new logos don't. GRR caps every account at 100% of its own base, so only contraction and churn move it.
Distinct accounts with at least one live subscription in that month. Franchise groups such as Floral Image count once — see the alias table.
Share of contracted ARR by account. Concentration is the risk a board asks about first — losing the top logo costs more than losing the bottom twenty.