The Sub-Accounts page in GoCSM provides a detailed list of all tracked accounts. This is where you analyze, filter, and take action on individual accounts.

What You Will See

Account Summary

At the top of the page: total tracked accounts, lifecycle stage distribution (Onboarding, Growth, Mature), and health band distribution. This gives you quick context before diving into individual accounts.

Account Table

Each row represents a sub-account and includes:

• Account name and signup date

• Plan and lifecycle stage

• Health score and band

• Trend indicator (improving or declining)

• Monthly recurring revenue (MRR)

Tabs and Filters

Switch between tracked accounts, priority accounts, and At Risk accounts. You can also search and filter by account name or owner.

Actions

For each account, you can view detailed insights, take action based on health status, and identify opportunities or risks.

How to Use the Sub-Accounts Page Like a CSM Dashboard

1. Segment Before You Act

Use filters to group accounts before taking action:

• At Risk with high MRR → urgent

• Steady with declining trend → early intervention

• Thriving → expansion opportunities

2. Prioritize by Impact, Not Just Score

Focus on high revenue accounts, strategic clients and fast-declining accounts, not just the lowest scores.

3. Use Trends as Your Early Warning System

• Stable but declining → hidden risk

• Improving but low → recovery in progress

Act early instead of waiting for accounts to drop further.

4. Turn the Table into a Workflow

• Review 3 to 5 accounts per session

• Analyze their health breakdown

• Take one clear action per account