Organization relationship dashboard

Review organization-level relationship, participation, need, and renewal signals. Manage CSV imports and demo data in Admin / Settings.

Preview dataset: 3,082 member records across 500 organizations. Open the full CSV or open Admin / Settings to replace it with your own import.

Member organizations

500

Average relationship score

55.9

Household / individual accounts

0

Renewal coverage

100%

Member participation and service adoption

Participation is recorded for a connected user and rolled up to their member organization.

Connected users / org

0.0

Green users / org

0.0

Programs / org

0.0

MST calls / org

0.0

Webinars / org / year

0.0

Green topics / participant

0.0

Green adoption rate

0%

Age at termination

Turn signals into support

Recommended next steps

Low relationship signals are a prompt for care and value-building, not an automatic discount decision.

0

Re-engage

Schedule a listening call, confirm the renewal barrier, and identify one relevant next step.

0

Build value

Offer onboarding, a Green invitation, webinar, or a focused program-fit conversation.

0

Review renewal support

Use staff context to consider a payment plan, targeted support, or an appropriate retention offer.

Human review stays central

Member need and decision review

Need is scored separately from relationship signals. Use the combined score as a guide, then record staff context and the decision.

Average need score

0.0 / 30

High-need organizations

0

Decision review queue

Upload staff review values in the CSV to assign ownership, next follow-up, and reason codes.

OrgRel.NeedTotalNext stepOwner / dueDecision / note

Organizations

Membership organizations only. Each score is a guide for staff review, never an automatic decision.

Org Tier Users Green users Participation Programs MST Webinars Score Renewal % Action
Church 91A1444315793.0100%High priority
Christian school 262A153113121491.6100%High priority
Christian school 94A132949888.3100%High priority
Christian school 106A174214241487.0100%High priority
Christian school 238A12094101186.0100%High priority

Individuals linked to the current search

Use this to inspect the people behind each organization score.

Member Org Email Programs Green topics Score Outcome
Jordan LeeNorthwind Healthjordan@example.org2464.5Renewed
Sam OrtizNorthwind Healthsam@example.org2243.2Not renewed
Alicia ChenRiverstone Labsalicia@example.org1134.7Renewed
Marcus HallRiverstone Labsmarcus@example.org1020.4Not renewed
Priya SinghBlue Harborpriya@example.org3878.1Renewed
Chris GomezBlue Harborchris@example.org3570.2Renewed

Renewal learning signals

The app compares members with and without historical renewal outcomes to highlight which signals appear most predictive.

  • Renewed on time: positive signal with a 1.00 average difference.
  • Knowledge Base logins: positive signal with a 0.45 average difference.
  • Number of cases: negative signal with a 0.40 average difference.