The Sub-Accounts page in GoCSM provides a detailed view of every tracked account in your agency. This is where you analyze, filter, and take action on individual accounts based on their health, revenue, and engagement data.

What You Will See

Account Summary

At the top of the page you will see your total tracked accounts, lifecycle stage distribution (Onboarding, Growth, Mature), and health band distribution (Thriving, Healthy, Steady, At Risk). 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)

The table is sortable by any column, so you can quickly rank accounts by health score, MRR, or trend direction depending on what you are focusing on.

Tabs and Filters

The page includes three tabs to help you focus:

• All Accounts: Every tracked sub-account in your agency

• Priority Accounts: Accounts you have flagged as high-value or strategically important

• At Risk: Accounts scoring 0-39 that require immediate attention

You can also search by account name or filter by owner to narrow down the view further.

Actions

For each account, you can view detailed health insights broken down by pillar, take action based on health status, and identify opportunities or risks at the individual account level.

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

1. Segment Before You Act

Use the tabs and filters to group accounts before taking action:

• At Risk with high MRR: urgent, revenue is exposed

• Steady with declining trend: early intervention before they slip to At Risk

• Thriving: expansion opportunities, upsells, testimonials

2. Prioritize by Impact, Not Just Score

Focus on high-revenue accounts, strategic clients, and fast-declining accounts, not just the lowest scores. A Steady account with $5,000 MRR trending downward may deserve more attention than an At Risk account with $200 MRR.

3. Use Trends as Your Early Warning System

• Stable but declining: hidden risk building quietly

• Improving but low: recovery in progress, stay the course

Act early instead of waiting for accounts to drop further. The trend direction column makes this visible at a glance.

4. Turn the Table into a Workflow

• Review 3 to 5 accounts per session

• Analyze their health breakdown by pillar

• Take one clear action per account