What This Is

This view highlights subscriptions and accounts with payment issues that could put recurring revenue at risk.

Payment issues are often one of the earliest warning signs of potential churn.

Why This Matters

Most revenue loss does not start with a cancellation, it starts with a payment problem.

Tracking payment risk helps you:

• Catch issues before subscriptions are cancelled

• Separate temporary payment problems from serious risk

• Protect revenue that could otherwise be lost silently

Early action here can prevent avoidable churn.

Where to Find It

Path: Dashboard → Revenue Intelligence → Sub-accounts

How It Works

GoCSM monitors payment activity tied to active subscriptions and wallet usage.

Revenue is flagged as at risk when:

• A subscription payment fails

• A payment retry is pending

• A wallet balance is low and usage-based charges continue

• An account becomes past due

Data is synced nightly and highlights risk trends rather than real-time payment status.

How to Read Payment Risk Signals

• A single failed payment may be temporary

• Repeated failures increase churn risk

• Low wallet balance combined with active usage is a strong warning sign

• High-value accounts with payment issues should be prioritized first

Always review payment risk alongside account context.

Tips

• Review payment risk frequently

• Assign clear ownership for payment follow-up

• Combine payment signals with Health Status and Adoption before taking action

Who Should Use This

• Customer Success Managers

• Account managers

• Operations and billing teams

Related Articles

• Track Upcoming Renewals Before They Happen

• Understand Revenue Churn and Risk

• Review Revenue at the Account Level

• How Revenue Data Impacts Customer Health