What This Is

The Account-Level Revenue view lets you review revenue, cost, margin, renewals, and risk signals for each individual account.

It helps you move from high-level trends to specific accounts that need action.

Why This Matters

Dashboards show patterns. Accounts show reality.

Reviewing revenue at the account level helps you:

• Prioritize high-value customers

• Spot at-risk accounts early

• Understand which accounts are profitable

• Decide where your team should focus next

This is where Revenue Intelligence turns into action.

Where to Find It

Path: Dashboard → Revenue Intelligence → Sub-accounts

How It Works

Each row in the Sub-accounts table represents one customer account.

For each account, GoCSM displays:

• Total revenue

• Cost and margin

• Margin percentage

• Wallet balance and spend

• Renewal timing

• Payment and risk indicators

• Tags showing account signals

All data is synced nightly and reflects recent trends.

How to Read an Account Row

When reviewing an account, look at signals together:

• Revenue: How valuable is this account?

• Margin: Is the revenue profitable?

• Wallet balance: Is usage-based spend at risk?

• Renewal date: Is a decision coming up?

• Tags: Are there warnings like low wallet, renewal due, or declining spend?

No single column tells the full story, patterns matter.

Common Account Signals Explained

• Growing: Revenue is increasing

• Declining: Revenue is decreasing

• Low Wallet Balance: Usage-based charges may fail soon

• Failed Payment: Immediate follow-up needed

• Renewal Due: Renewal decision approaching

These signals help you prioritize outreach.

How to Use This View Effectively

• Start with high-revenue, low-margin accounts

• Prioritize accounts with multiple risk signals

• Review this table during weekly or bi-weekly check-ins

• Assign ownership for follow-ups and renewals

Tips

• Don’t treat all accounts equally

• Focus on impact, not volume

• Use Revenue Intelligence alongside Health Status and Adoption

Who Should Use This

• Customer Success Managers

• Account managers

• Agency owners

• Operations teams