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CSM Portfolio Tracker
Tracks the CSM's book against the metrics that matter — health, adoption, NRR, and at-risk renewals — in one consistent view.
JO
Jordan Costa
Author
How you'll use it— real prompts and what comes back
“track my book — health, adoption, NRR pace, and at-risk renewals”
Returns the result with context and next steps.
“Summarise all performance tracker activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
“Pull up the Performance Tracker pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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