- Upsell ROI -- ARR from Last Quarter's Health Wins (Opportunity)
- Renewal ROI - ARR from Last Quarter's Health 'Saves'
- Renewal ROI - ARR from Last Quarter's Health 'Wins'
- Overdue CTAs by CSMs (by CTA Status)
- Overdue CTAs by Reason (by CSM)
- Rule to check if account has CTAs
- Set Score based on email engagement
- Set Score to NA
- Create CTA for Unsubscribed Contact
- Bounced Copilot Emails (Playbook)
- Welcome Email (Email Template)
- Executive Business Review (Playbook)
- General NPS Survey (Survey)
- Sum of ARR by CSM (Report)
- Count of Active Accounts by CSM (Report)
- Create first EBR CTA based on Original Contract Date V1 (Rule)
- Percentage of NPS Responses by Response Type by CSM (Report)
- Sum of ARR by Renewal Date (Report)
- New Customer (Playbook)Count of Accounts by Account Stage (Report)
- Count of Accounts by Account Stage (Report)