The Portfolio Health report helps you understand the health of your customers with insights into MRR breakdown, upcoming renewals, and health history.
This article covers the following sections:
- Total MRR
- MRR by Health
- Account Details
- Upcoming Renewals in the Next 6 Months
- Health History
There is a small panel at the top that displays the total MRR for all your accounts.
MRR by Health
This visual displays the total value of your accounts grouped by health.
The Account Details panel provides you an at-a-glance view of your accounts grouped into categories such as 'New', 'Churned', and 'Expanded'.
Clicking on each square will bring up a table of those associated accounts.
Upcoming Renewals in the Next 6 Months
This panel provides a bar graph of upcoming renewals that can be seen through MRR or number of accounts, organized according to health.
This panel offers a line graph that shows the health history of your accounts, which can be displayed either as MRR or number of accounts. It is determined by the reporting period.