1. What is this?

The Sub Account Health Card gives you a detailed view of each subaccount’s engagement and activity. It provides insights into login history, feature usage, feedback, and time spent per feature—helping you understand how actively a company is using GoCSM.

2. Why we made this?

Tracking engagement across multiple sub-accounts can be difficult. We created the Sub Account Health Card so you can quickly assess the health of any company in depth, identify inactive users, and take necessary actions without digging through multiple reports.

3. How to use this?

3.1. Accessing the Sub Account Health Card

1️⃣ Go to the Health Tab in GoCSM. 2️⃣ You'll see a list of all sub-accounts. 3️⃣ Click on a company to open its detailed health card.

3.2. What You’ll See in the Health Card

📊 Overall Health Status – Thriving, Healthy, Steady, or At-Risk (based on engagement metrics). 🔄 Login Activity – When users last logged in and how often they engage. ⭐ Feedback (NPS Scores) – Customer sentiment based on collected feedback. 📌 Feature Usage – A breakdown of which features are used and for how long. 🔍 Time Spent on Each Feature – View engagement levels for different tools. 👥 User-Level Insights – See activity data per individual user within the subaccount.

3.3. Filtering by User

• You can switch between a company-wide view and individual user activity to analyze engagement on a more granular level.

• This helps in identifying active, at-risk, or disengaged users within a company.

4. When to use this?

• When reviewing a company’s overall engagement and health.

• When identifying which features a company uses most (or not at all).

• When deciding who to follow up with based on login activity and usage trends.

• When tracking customer sentiment and feedback over time.

5. Who’s this for?

• Customer Success Teams – To ensure subaccounts are active and engaged.

• Support Teams – To diagnose user issues based on feature usage.

• Sales & Account Managers – To spot upsell or renewal opportunities.

• Agency Owners & Executives – To oversee account health at a high level.