What an account tracks
Each account consolidates the following data in one place:| Data | Description |
|---|---|
| MRR | Monthly recurring revenue for the account |
| Health score | Automated 0–100 score calculated daily from five factors |
| Contacts | People at the account you interact with |
| Meetings | Calls and meetings linked to the account |
| Emails | Email threads synced from your connected inbox |
| Tasks | Action items assigned to you or your team |
| Requests | Feature requests and product feedback linked to the account |
| Notes | Freeform notes you or teammates have added |
| Files | Attachments associated with the account |
Activity timeline
The activity timeline gives you a unified, chronological view of everything that has happened with an account — emails, meetings, tasks, notes, and more — all in a single feed. Use it to quickly catch up before a call or review what’s been happening with an account that’s gone quiet.Account sidebar
The sidebar lets you navigate between different views of an account without losing context:- Overview — key metrics, health score, and recent activity at a glance
- Tasks — open and completed tasks linked to this account
- Contacts — people associated with the account
- Notes — all notes added to the account
- Files — file attachments
- Custom traits — additional fields your organization has defined
Custom traits
Custom traits are extra fields your organization configures to store information that’s specific to your business — things like renewal date, product tier, contract value, or region. Your admin sets up the available traits; you fill them in on each account. Custom traits appear in the account sidebar and are available as filters and dimensions in Analytics and Custom Reporting.Account status
Every account has one of three statuses:| Status | Meaning |
|---|---|
| Active | The account is live and included in health scoring |
| Onboarding | The account is in an onboarding phase |
| Churned | The account has churned and is excluded from daily health score calculations |
Learn more
Health Scoring
Understand how Zudo calculates account health scores and what each factor means.
CSM Pulse
Override the automated health score with your own qualitative assessment.