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Sekential

Insights

See where each customer stands, and where your team's work goes.

From the home page, your portfolio and the weather of each journey. Charts that say what they measure and give their formula.

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ExampleInsightsFiltersSteps completed per weekOn-time completion rate

Your portfolio, from the home page.

Four markers at the top of the page: your active journeys, your active customers, Customer Outcomes against their target and your Internal Outcomes against their target. Each one shows its trend over the last few weeks.

ExampleMy portfolioMy journeysMy customersCustomer OutcomesInternal Outcomes

Weather for each journey, based on a written rule.

Each active journey is sunny, cloudy, rainy or stormy depending on its deadlines and delays. Stormy journeys move to the top of the list.

ExampleJourney weatherSunnyCloudyRainyStorm

Each chart says what it measures.

Open a chart's info: its purpose and formula are written there. You add a chart from the catalog, with a preview on your current filters.

ExampleAdd a chartSearch charts...Decision latencyCycle timePurposeCalculation

What Insights do

Your portfolio

Four markers on the home page, with their trend: active journeys, active customers, Customer Outcomes and Internal Outcomes against their target.

Journey weather

Weather for each active journey, based on its deadlines and delays; stormy journeys first.

The chart catalog

Step pace, delays, decisions waiting, work in progress by template, each account's champions, meeting hours per customer.

Each chart's formula

Its calculation and formula, written in the chart's info.

Filters

Period, customer, journey, Playbook, template, owner and step type.

Comparison

Two groups side by side, each with its own period and filters.

Saved views

Your charts, filters and comparison, saved under a name.

Business Outcome health

Soon

The Business Outcome Agent gives it to your Head of CS, outcome by outcome, with no overall score.

Related features

Journeys

Each customer's journey, step by step, with its weather.

Business Outcomes

What your customers bought and what your team aims for, against their target.

AI Teammates

AI Teammates that prepare the work of each journey; your CSM approves.

Questions about Insights

Journey weather
A written rule, not a score. Storm: the journey is paused, has three or more overdue steps, or is past its deadline. Rainy: a step is overdue. Cloudy: a step or the journey is due within seven days. Otherwise, sunny.
How each chart is calculated
Each chart carries its purpose, its calculation and its formula. Decision latency, for example, is the median number of days between when a decision comes up and when it is made, month by month.
Where the numbers come from
From your journeys: their steps, their meetings, their decisions and the stakeholders of each account. The achieved value of each Customer Outcome is entered by your team with the customer: it comes from both of you, not from a calculation.
What your customer sees
Insights and the home page are your team's screens. Your customer follows their journey in the portal.
Comparing two groups
You build two groups, A and B, each with its own period and filters: one Playbook against another, or one customer against all your customers.
Saved views
A view keeps your charts, filters, period and comparison, under the name you give it. You rename or delete it whenever you want.

Give your team a shared view of each customer.

Join for free

7-day free trial.