Portfolio health

From usage signals to member care

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Manage data

Leadership briefing

Portfolio relationship health

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Member organizations0
Renewal rate
Green adoption0%

Where to focus

Each dot is a membership organization. Use this to decide the kind of conversation it needs.

Supporting evidence

Portfolio analysis

Use these comparative charts to understand the pattern behind the priorities above.

Member organizations

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Organization renewal rate

Green adoption

0%

Needs staff attention

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Renewal journey funnel

Where relationship reach turns into renewal.

Renewal by relationship band

Does the score align with observed organization renewal?

Service adoption heatmap

Each cell shows usage intensity within a member organization. Darker means more use.

Relationship score and renewal

One point per membership organization. This shows association, not causation.

Member care map

Compare broad Green adoption with the organization relationship signal to focus the next conversation.

Membership cohorts

Renewal rate by organization tenure.

Program depth

Renewal rate by programs/services used.

Green reach

How broadly The Green is adopted inside each organization.

Renewal by membership tier

Compare organization renewal outcomes within the membership levels represented in the current data.

Support demand and relationship depth

MST calls compared with the relationship score. Filled points renewed.

Termination timeline

When terminated memberships ended, by tenure range.

Leadership action queue

Start with the organizations where care, onboarding, or renewal support is most useful.

OrgTierRel. signalService signalNext step