Back to accountsHRMid-MarketMature
Helio Renewables
Clean Energy · Owned by User
89/ 100
HEALTH SCOREHealthy
ANNUAL RECURRING REVENUE$64KMid-Market account
RENEWAL45 days15 Oct 2026 · 91% likelihood
ACTIVE SEATS91 / 11579% utilization
LAST MEANINGFUL CONTACT11 days agoExpected cadence: 25 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 89Product AdoptionActive seats, core feature depth, and weekly usage trend7930%
EngagementContact recency and stakeholder engagement trend9220%
Value RealizationOnboarding progress, blockers, and time to first value10015%
SentimentCustomer sentiment and CSAT9015%
Support ExperienceOpen-ticket load and critical issue severity8210%
CommercialRenewal likelihood, timing, and expansion signals9710%
NEXT BEST ACTION
Recommended focus
P3 ExpansionIntroduce premium workflow capabilities
Strong adoption, sentiment, and usage momentum indicate credible expansion readiness.
79% seat utilization+9% weekly usage trend4/5 core features adopted
- Goal
- Validate a qualified expansion path without disrupting customer value.
- Channel
- Value review + discovery
- Deadline
- Within 10 business days
PRODUCT ADOPTION
Usage and capability depth
↗ +9%11 assistants6 workflows4 knowledge sources ONBOARDING & VALUE
Value realization
100%
✓Contract Signed
✓Technical Setup
✓Training
✓First Value
✓Complete
- Current stage
- Complete
- Time to value
- Complete
- Days since signup
- 338
- Target completion
- 21 Nov 2025
RELATIONSHIP & SUPPORT
Customer signals
SentimentPositive9/10 CSAT COMMERCIAL
Renewal & expansion
Expansion potential- ARR
- $64K
- Renewal date
- 15 Oct 2026
- Days remaining
- 45
- Expansion signal
- Qualified
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointReviewed progress against success outcomes.
20 Aug 2026 Support case updated1 issue remain open.
11 Aug 2026 Health score recalculatedUsage trend moved to stable.
21 Jul 2026