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July 17th, 2026

New

Agency

📊 See your customers health and at-risk accounts, all in one place

What if you could spot a customer about to leave before they even say it?

Your Business Insights dashboard now flags accounts at risk of churn, automatically. For agency users, this means you can spot struggling accounts before renewal, not after, alongside your usual business counts and trends. A dedicated Churn Risk list shows exactly which accounts need attention and why.

What's New:

  • Automatic Churn Risk Flags: The system monitors account activity in the background and flags a business the moment something looks off, such as no calls that day, a disconnected integration, or low ROI.

  • Stacked Risk Indicators: Multiple flags can appear on a single account, giving you a clearer picture of overall account health.

  • Manual Flagging: Your team can add flags manually for anything the system hasn't caught yet.

Multiple red flags, one clear signal to act.

  • Business Base Overview: See Active, Past Due, Inactive, and Archived account counts, a 12-month trend to track growth over time, and a breakdown of active businesses by integration.

Why This Matters

For agency users, this replaces guesswork with visibility. Struggling accounts get caught weeks before renewal instead of after, so your team can act on the full picture of business health instead of reacting to churn after it happens.

📍 Where to find it: Go to Businesses → Insights (top right corner), once you are in the insights view, scroll down to the bottom of the page.

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