📊 Dashboard
Your command center for customer success insights.
Overview
The Meza AI dashboard provides a comprehensive view of your customer health, funnel progression, and key metrics. Use it to identify trends, spot at-risk accounts, and prioritize your team's efforts.
Dashboard Sections
📈 Overview
High-level metrics at a glance
- • Total accounts and health distribution
- • Recent signals and alerts
- • Key metrics trends
🏢 Accounts
Browse and filter all accounts
- • Health scores and trends
- • Search and advanced filters
- • Saved views for common segments
🎢 Funnel
Journey funnel visualization
- • Stage distribution chart
- • Conversion rates between stages
- • Stage movement trends
🔔 Signals
Active alerts and history
- • Currently active signals
- • Signal history and trends
- • Filter by signal type
Account Detail View
Click on any account to see a 360-degree view:
- Health Score — Current health with trend over time
- Journey Stage — Current funnel position and history
- Activity Timeline — Recent product activities and events
- Users — Individual users within the account
- Conversations & Tickets — Support interactions with sentiment
- Signals — Active and historical signals for this account
- Usage — Feature utilization against plan limits
- Subscription — Plan details and renewal date
Filtering & Search
Use the filter panel to segment accounts by multiple criteria:
- Health Score — Filter by health ranges (At Risk, Needs Attention, Healthy)
- Funnel Stage — Filter by journey stage
- Plan Type — Filter by subscription plan
- Custom Properties — Filter by any custom account properties
- Signals — Show only accounts with active signals
- Activity — Filter by engagement level
Saved Views
Save frequently used filter combinations as views for quick access:
🚨At-Risk EnterpriseHealth < 40 + Enterprise plan
⏰Trials Expiring SoonTrial + expires in 7 days
📈Expansion ReadyUsage > 80% + Health > 70
✅ Tip
Create saved views for your daily workflow. Start each day by reviewing "At-Risk Enterprise" accounts to catch issues early.