Back to accountsVWMid-MarketOnboarding
Vertex Works
Manufacturing · Owned by User
55/ 100
HEALTH SCOREAt Risk
ANNUAL RECURRING REVENUE$44KMid-Market account
RENEWAL319 days16 Jul 2027 · 72% likelihood
ACTIVE SEATS19 / 8522% utilization
LAST MEANINGFUL CONTACT18 days agoExpected cadence: 25 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 55Product AdoptionActive seats, core feature depth, and weekly usage trend3530%
EngagementContact recency and stakeholder engagement trend7920%
Value RealizationOnboarding progress, blockers, and time to first value1915%
SentimentCustomer sentiment and CSAT6915%
Support ExperienceOpen-ticket load and critical issue severity8210%
CommercialRenewal likelihood, timing, and expansion signals7210%
Primary driversOnly 1 of 5 core features adopted
Active-seat penetration is 22%
Security review has delayed technical setup
NEXT BEST ACTION
Recommended focus
P2Investigate the technical implementation blocker
Security review has delayed technical setup
Only 1 of 5 core features adoptedActive-seat penetration is 22%Security review has delayed technical setup
- Goal
- Remove the blocker and establish a new first-value date.
- Channel
- Implementation working session
- Deadline
- Within 5 business days
PRODUCT ADOPTION
Usage and capability depth
→ +2%1 assistants0 workflows1 knowledge sources ONBOARDING & VALUE
Implementation progress
45%
✓Contract Signed
✓Technical Setup
3Training
4First Value
5Complete
- Current stage
- Technical Setup
- Time to value
- In progress
- Days since signup
- 26
- Target completion
- 8 Sept 2026
Implementation blockerSecurity review has delayed technical setup
RELATIONSHIP & SUPPORT
Customer signals
SentimentNeutral7.2/10 CSAT COMMERCIAL
Renewal & expansion
- ARR
- $44K
- Renewal date
- 16 Jul 2027
- Days remaining
- 319
- Expansion signal
- Not currently
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointLast recorded customer conversation.
13 Aug 2026 Support case updated1 issue remain open.
14 Aug 2026 Health score recalculatedUsage trend moved to stable.
23 Jul 2026