Customer Health Dashboard Narrator

The Challenge

Health dashboards show data, but interpreting what the numbers mean and what to do about them requires expertise and time. Executives want insights, not just metrics.

The AI Desk Solution

AI Desk narrates dashboard data, explaining what's happening, why it matters, and what to do next.

The Workflow

Step 1: Dashboard Analysis

Trigger: Weekly health report
Sources: Health scores, usage, support, engagement

Step 2: Pattern Recognition

• Trend identification
• Anomaly detection
• Correlation analysis

Step 3: Narrative Summary

📊 Customer Health Narrative: Week of Mar 21

PORTFOLIO OVERVIEW
├── Accounts: 156
├── Healthy (80+): 112 (72%)
├── Needs attention (60-79): 32 (21%)
├── At risk (<60): 12 (8%)
└── Change: +3 healthy, -2 at risk

WHAT'S WORKING
Enterprise segment showing strength. Health
scores up 5 points on average, driven by
new feature adoption after Q1 training push.

CONCERNS
Mid-market segment declining. 8 accounts
dropped below 70 this week. Common pattern:
reduced admin logins after champion changes.

ACCOUNTS NEEDING ATTENTION

🔴 Acme Corp (Score: 58, was 72)
├── Trigger: Usage down 40% in 2 weeks
├── Context: Key user left company
├── Action: Schedule health check call
└── Owner: Jamie (CSM)

🟡 TechStart Inc (Score: 68, was 75)
├── Trigger: 3 support tickets this week
├── Context: Integration issues
├── Action: Technical review
└── Owner: Alex (CSM)

WINS TO CELEBRATE
├── GlobalCo hit 90+ for first time
├── MedTech expanded to new team
└── 5 accounts completed training cert

WEEKLY PRIORITIES
Acme Corp intervention
Mid-market champion audit
Celebrate GlobalCo milestone

Value Proposition

• Time Saved: 1 hour of analysis
• Actionable Insights: What to do, not just data
• Proactive Management: Issues surfaced early