CS Intelligence Platform

Total clients

99

Active accounts

Avg health score

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Load health data

At-risk clients

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Score 40–69

Critical clients

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Score below 40

Health distribution

Features adoption — all — clients

Integration methods

Jira ticket breakdown

Clients needing immediate attention

Client	CSM	Health	Tickets	Awards	Logins	Status

Showing 0 clients

Client	Client ID	CSM	Health	Tickets	Awards	Badges	Logins	Status

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/ 100

Factors

Jira

Emails

Info

Total clients

—

Total employees

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HRIS integrated

—

Recognition active

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MS Teams enabled

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Perks active

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Pulse clients

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Profile badges

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Engagement metrics All clients · aggregated live · edit per client

Active employees only · percentages rounded to 2 decimals · hover a metric name for its definition.

Showing 99 clients

	Client	Client ID	POC	Employees	Integration	Recog.	Perks	Redemp.	Pulse	Teams	HRIS	Badge

1–25 of 99

Market segment

Client	POC	Employees	Market segment	Phase	Status	Integration

Ongoing CSM portfolio

Client	POC	Employees	Market segment	Phase	Status	Integration

Phase view

Client	POC	Employees	Market segment	Phase	Status	Integration

Generate QBR

Pick a template, upload the client's CSV data files, then generate the deck — your exact template, filled with that client's figures.

Template

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The generated deck uses the selected template's exact design.

Data files (CSV / Excel)

Click to upload or drag and drop

The QBR data files — logins, device, points, redemption, appreciations, awards, badges, deals. Auto-detected.

Details

Client *

Date range *

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Only data within this range is used (inclusive), in month order. The title slide shows this range.

Points scale

Points allocation Redemption Award-wise breakdown

Divides points on each slide and updates its chart & “in …” labels. Counts & gift cards are never scaled.

How it works

Steps

Select the template (admins can add/remove templates).
Upload the client's CSV / Excel data files — each auto-detected.
Pick the client, the date range, and the points scale per slide.
Review figures — check every computed number against your source.
Then Generate & download — your exact template, filled for that client.

Comparison template

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Use the two-client comparison template (two charts per slide).

Data source

One file — both clients Separate files per client

Data files (both clients)

Click to upload or drag and drop

QBR data files containing both companies (distinguished by company_id). Auto-detected.

Clients to compare

Industry

Employee base

Industry & employee-base filters activate once the company data is pushed to the CX platform.

Primary client * — named on the deck

Comparison client * — shown as “Benchmark”, name hidden

Date range

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Applied to both clients (inclusive, in month order).

Points scale

Points allocation Redemption Award-wise breakdown

Industry Benchmark

How it works

Compares your primary client against a similar one (same industry & employee base).
One deck, two charts per slide — primary vs the peer, side by side.
The primary client is named; the comparison client is anonymised as “Benchmark”.
Uses the comparison template (two charts per slide) — the deck build is finalised once you provide it.
Review figures shows both clients' numbers now so you can compare, even before the template is in.

Key	Client	Summary	Priority	Status	CSM	Created

All

Unread

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Portfolio health ranking

Clients per CSM by health

Upload your data files

Upload CSV or Excel exports — platform engagement, Jira tickets, and per-client engagement metrics. Health scores auto-calculate using: Logins 30% + Awards 25% + Badges 25% + Ticket penalty 20%

Platform data export

Login activity, awards given, badges earned per client

Client NameCSMLogin CountAwards GivenBadges Earned

Click to upload CSV or Excel

Jira tickets export

Open, blocked and resolved tickets per client

Client NameIssue KeySummaryPriorityStatus

Click to upload CSV or Excel

Engagement metrics

Per-client active-employee counts that power the Client Master engagement metrics

Client NameTotal Eligible EmployeesTotal LoginsUnique Logged InUnique GaveUnique ReceivedRecognition Participation

Click to upload CSV or Excel

— or preview with sample data —