CSM Portfolio Tracker
Your whole book in one view that stays current.
- Tracks health, adoption, and NRR per account
- Surfaces at-risk renewals early
- Uses one consistent definition across the book
“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
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
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Initial release.
6/15/2026
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