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Growth Rate
Accounts with an uptick in transaction volume in the trailing 30 days
Employee Count Rollup
Rollup all the employee counts between linked accounts
Case Prioritization
Incoming case can get prioritized by keywords
Product Led Sales
Growth in transaction volume in the past month compared to a moving average
Forecast Update Alert
Opportunities with forecast updates more than 5% of the total forecast for the quarter
CRM Data Quality
All accounts that have a usage limit that is 2 deviations past normal
Field Completeness
Opportunity is in stage 3 but only has 80% of key fields filled out
Customer Operations
3 restaurants have $10K+ in orders stuck in backlog last week
Operational outliers
Customer application submitted but hasn't received attention for a week
Tracking against projection
Account has only hit 24% of projections, with 1 month left in quarter
Account plan milestones
Account has key business units that have not had a touchpoint by due date
Expansion opportunity
Users from EMEA started to get invited to the workspace
Cross-sell opportunity
User visited pricing page for Finance product multiple times
Stakeholder engagement
Account has only one engaged stakeholder (no multiple champions identified)
Event invitation
Account is in target market for upcoming user conference
New feature introduction
Account is prime ICP for new integration product
Low-touch QBR
Automated, data-rich campaign to customers that have healthy usage
Billing overdue alert
Customer has invoice overdue for more than 60 days
Renewal risk flag
Customer is in red health and has a renewal in 90 days
Low adoption notification
Admin users have not logged in for 3 months
Journey milestone alerts
Account has achieved key milestone of 100 transactions above $1K
Onboarding delay
Key Asana tasks have not been completed by customer
Product adoption
Customer log-ins fell by 30% over the past month compared to average
NPS and CSAT trending
Average NPS from account has trended down by more than 20% in past quarter
Platform errors
Platform has uptick in Sentry alerts within the last week
Product adoption
Account has only 45% of total employee base active on platform
Support health
Customer has 3 major Zendesk tickets that have been open for a month
Closed-lost reengagement
Buyer wants to re-engage in 6 months after choosing a POC with another vendor
Deal lifecyle monitoring
Opportunity has been stuck in stage 4 25% longer than average
Buyer engagement
Opportunity has seen a drop-off in buyer response over the past 2 weeks
Community engagement
Contact from named account has started posting questions in Slack community
Nuanced lead scoring
Contact with high account score attend 3 webinars in the past month
Content engagement
Contact from named account has downloaded multiple white papers
In-market signals
Account is doing research on G2 and spiked on Bombora
Site traffic and visits
Account has an uptick in web page visits over past month
Trial scoring
User is from a large co and has connected 3 systems on the trial, so it's a priority
Page visits
Number of pricing page visits spiked 3x in the past week
Usage behavior
Account has transactions in at least 5 states and needs Enterprise features
User adoption
10 people from the same department signed up last month and are still active
Overages and limits
Account has reached 90% of allowed hours on their current plan
Growth Rate
Accounts with an uptick in transaction volume in the trailing 30 days
Employee Count Rollup
Rollup all the employee counts between linked accounts
Case Prioritization
Incoming case can get prioritized by keywords
Product Led Sales
Growth in transaction volume in the past month compared to a moving average
Forecast Update Alert
Opportunities with forecast updates more than 5% of the total forecast for the quarter
CRM Data Quality
All accounts that have a usage limit that is 2 deviations past normal
Field Completeness
Opportunity is in stage 3 but only has 80% of key fields filled out
Customer Operations
3 restaurants have $10K+ in orders stuck in backlog last week
Operational outliers
Customer application submitted but hasn't received attention for a week
Tracking against projection
Account has only hit 24% of projections, with 1 month left in quarter
Account plan milestones
Account has key business units that have not had a touchpoint by due date
Expansion opportunity
Users from EMEA started to get invited to the workspace
Cross-sell opportunity
User visited pricing page for Finance product multiple times
Stakeholder engagement
Account has only one engaged stakeholder (no multiple champions identified)
Event invitation
Account is in target market for upcoming user conference
New feature introduction
Account is prime ICP for new integration product
Low-touch QBR
Automated, data-rich campaign to customers that have healthy usage
Billing overdue alert
Customer has invoice overdue for more than 60 days
Renewal risk flag
Customer is in red health and has a renewal in 90 days
Low adoption notification
Admin users have not logged in for 3 months
Journey milestone alerts
Account has achieved key milestone of 100 transactions above $1K
Onboarding delay
Key Asana tasks have not been completed by customer
Product adoption
Customer log-ins fell by 30% over the past month compared to average
NPS and CSAT trending
Average NPS from account has trended down by more than 20% in past quarter
Platform errors
Platform has uptick in Sentry alerts within the last week
Product adoption
Account has only 45% of total employee base active on platform
Support health
Customer has 3 major Zendesk tickets that have been open for a month
Closed-lost reengagement
Buyer wants to re-engage in 6 months after choosing a POC with another vendor
Deal lifecyle monitoring
Opportunity has been stuck in stage 4 25% longer than average
Buyer engagement
Opportunity has seen a drop-off in buyer response over the past 2 weeks
Community engagement
Contact from named account has started posting questions in Slack community
Nuanced lead scoring
Contact with high account score attend 3 webinars in the past month
Content engagement
Contact from named account has downloaded multiple white papers
In-market signals
Account is doing research on G2 and spiked on Bombora
Site traffic and visits
Account has an uptick in web page visits over past month
Trial scoring
User is from a large co and has connected 3 systems on the trial, so it's a priority
Page visits
Number of pricing page visits spiked 3x in the past week
Usage behavior
Account has transactions in at least 5 states and needs Enterprise features
User adoption
10 people from the same department signed up last month and are still active
Overages and limits
Account has reached 90% of allowed hours on their current plan
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