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CSM Portfolio Tracker
Tracks the CSM's book against the metrics that matter, health, adoption, NRR.
- The whole book's health and retention in one view
- At-risk renewals and drifting accounts flagged
- Adoption and NRR pace tracked over time
JO
Jordan Costa
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal 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
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
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.
External connections
CRM
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GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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