What This Update is About

The Sub-Accounts tab takes your product data and makes it incredibly actionable for your Customer Success team. It provides per-account metrics complete with filtering, sorting, and bulk actions so you can manage your portfolio effectively.

Key Features

• 🏆 Instant Account Rankings Two panels at the top immediately show you the Top 5 accounts with the "Highest Engagement" and the bottom 5 accounts with the "Lowest Engagement".

• 📋 Detailed Metrics Table A customizable table featuring 14 total columns (7 visible by default) that breaks down Plan, Assets, Active Assets, Engagement, and Time Spent for every single sub-account.

• ⚡ Bulk Actions & CSV Export Select rows via checkboxes to easily trigger automated workflows, request feedback (coming soon), or export all matching records to a CSV file for your own offline reports.

• ⭐ Priority Toggling Click the star icon next to an account to manually flag it for focused tracking as a "Priority Account".

Why it Matters

Your CSMs need to know exactly who is thriving and who is slipping. By ranking highest and lowest engagement, your team can instantly prioritize outreach, trigger automated check-ins, and save at-risk accounts.

Need help with the New Product Adoption?

💬 Reach out or submit a ticket through our Chat Widget — we're here to help!