Back to accountsGBEnterpriseOnboarding
Granite Bank
Banking · Owned by Priya Shah
58/ 100
HEALTH SCOREAt Risk
ANNUAL RECURRING REVENUE$188KEnterprise account
RENEWAL301 days28 Jun 2027 · 77% likelihood
ACTIVE SEATS117 / 50023% utilization
LAST MEANINGFUL CONTACT14 days agoExpected cadence: 18 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 58Product AdoptionActive seats, core feature depth, and weekly usage trend4330%
EngagementContact recency and stakeholder engagement trend7520%
Value RealizationOnboarding progress, blockers, and time to first value3215%
SentimentCustomer sentiment and CSAT7215%
Support ExperienceOpen-ticket load and critical issue severity7010%
CommercialRenewal likelihood, timing, and expansion signals7710%
Primary driversOnly 2 of 5 core features adopted
Active-seat penetration is 23%
Data governance approval is pending
NEXT BEST ACTION
Recommended focus
P2Investigate the technical implementation blocker
Data governance approval is pending
Only 2 of 5 core features adoptedActive-seat penetration is 23%Data governance approval is pending
- 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
→ +3%Seat activation117 of 500
5 assistants3 workflows2 knowledge sources ONBOARDING & VALUE
Implementation progress
58%
✓Contract Signed
✓Technical Setup
3Training
4First Value
5Complete
- Current stage
- Data / Integration Setup
- Time to value
- In progress
- Days since signup
- 49
- Target completion
- 19 Aug 2026
Implementation blockerData governance approval is pending
RELATIONSHIP & SUPPORT
Customer signals
SentimentNeutral7.8/10 CSAT COMMERCIAL
Renewal & expansion
- ARR
- $188K
- Renewal date
- 28 Jun 2027
- Days remaining
- 301
- Expansion signal
- Not currently
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointReviewed progress against success outcomes.
17 Aug 2026 Support case updated2 issues remain open.
12 Aug 2026 Health score recalculatedUsage trend moved to stable.
22 Jul 2026