The Holistic Account Health Report
One page that answers "how is this account, really?"
A single-view account scorecard that stitched together investment, adoption, satisfaction, delivery, and competitive signals for large enterprise customers. It gave success managers a place to think, not just a place to look.
The problem
Enterprise account intelligence tends to live in fragments — one system for revenue, another for usage, another for support, another for surveys. Managers spend more time assembling the picture than acting on it.
The approach
Designed as a modular one-pager: revenue trajectory, adoption and health signals, relationship and competitive context — each a lightweight aggregation from a different source of truth, with a clear line back to the data. The craft was in restraint: deciding what not to include.
The outcome
A repeatable template that made quarterly reviews faster to prepare and easier to read — and made patterns visible that had been buried in tabs.