Focus Areas
Focus Areas is the prioritized work hub in FunnelStory — the AI-generated action cards to work through and the accounts that need attention, for your book of business or, if you manage a team, your team's.
This version of Focus Areas is enabled per workspace by FunnelStory while it rolls out. Until it's on for your workspace, Focus Areas keeps its earlier layout, with a focus mode menu, and sign-in lands where it did before.
How It Works
Focus Areas shows one book of business at a time: the accounts assigned to you, or, if you manage a shared team, your team's. Every tab shows the same book.
Focus Areas doesn't show the whole workspace. To browse every account, or to look at someone else's book, use Accounts View and its Assignees filter.
Choosing a scope
If you manage a team, a Scope picker appears at the top right of the page:
| Scope | Accounts shown |
|---|---|
| My book | The accounts assigned to you. The default when you have any. |
| My team / My teams | Yours plus every member's, across all the teams you manage. The default when you have no accounts of your own. |
| A team | Yours plus that team's members'. Listed when you manage more than one team. |
| A person, under Reports | That team member's accounts only. Every member of the teams you manage is listed. |
The line under the page title says what you're looking at, for example Showing your book of business, Showing West: Priya Shah, Ben Okafor or Showing Ben Okafor's book of business. With several teams it counts the people (Showing your teams: West, East · 7 people); hover it to see their names.
If you don't manage a team, you see your own book and there's no picker.
Where you land
When you sign in or switch workspaces, FunnelStory opens Focus Areas if you have assigned accounts or manage a team, and Accounts View otherwise. Focus Areas stays in the navigation either way. If you open it without a book, it says so and offers Go to Accounts.
Tabs
Focus Areas opens on Book of Business and has an Actions tab. Each tab shows a count: the accounts in your scope, and their open action cards. Admins and Super Admins also see Plays where it's enabled.
Book of Business
Book of Business lists every account in your scope, with totals on top and filters you can combine.
Summary strip
| Card | What it shows |
|---|---|
| Total ACV | Contract value across every account in your scope. |
| ACV at Risk | ACV in the Critical health tier, and how many accounts that is. Filter › narrows the list to them. |
| Accounts | How many accounts are in your scope, and how many renew in the next 90 days. |
| Accounts and ACV by health tier | A bar split into Critical (health score 45 or below), At risk (46–54) and On track (55 or above), sized by ACV, with each tier's account count and ACV. Hover a tier for what it means; click it to filter the list to it, and again to clear. Accounts with no health score aren't in any tier. |
| Open tasks | How many open Action Cards your scope has. View in Actions › opens the Actions tab. |
| Open tasks by due date | The same cards split into Overdue, Due today, Next 7 days, Later and No due date. Click one to open Actions filtered to it. |
The strip always describes your whole scope, not the filtered list.
Filtering the list
- Renews — Any time, Overdue, 0–30 days, 31–60 days, 61–90 days, 91–180 days, or 180+ days or no date. Each option shows how many accounts it has.
- Has — Risks (open negative Needle Movers), Opportunities (open positive ones) or Open action cards. Pick several to require all of them.
- Search by account name.
Filters, the tier from the strip, and search combine. Clear filters resets them all.
Group by puts the accounts under headers:
| Group by | Groups, in order | Within a group |
|---|---|---|
| Renewal (the default) | Renewal overdue, then 0–30, 31–60, 61–90 and 91–180 days, then 180+ days or no renewal date | Soonest renewal first |
| ACV | $1M+, $500K–$1M, $250K–$500K, $100K–$250K, $25K–$100K, Under $25K | Highest ACV first |
| Health tier | Critical, At risk, On track, then accounts with no health score | Lowest health score first |
| None | One list in renewal order | — |
Each group header shows its account count, ACV, the ACV of accounts with open risks, and the ACV of accounts with open opportunities, across all pages. Choose 10, 25 or 50 rows per page.
The filters, search, grouping and page are kept in the page's URL, so a reload or a shared link shows the same list. Changing scope clears them.
Columns
| Column | Description |
|---|---|
| Account | The account name. Critical and At risk accounts carry a tier chip: hover or focus it, or click it, to see why, with what's pulling health down (an overdue renewal, its biggest open risks, a weak relationship) and what's holding it up (its biggest opportunities). ↗ opens the account. |
| ACV | Contract value. |
| Renews | The renewal date and how far away it is, or how overdue. Highlighted within 90 days. |
| R · O | Open risks (↓) and opportunities (↑). |
| Last activity | The most recent product activity, meeting, ticket or conversation, and how long ago. |
| Relationship | The coverage label; see Relationship risk badges. |
| Owner | Who the account is assigned to. Shown when your scope is a team. |
| Next action card | The open Action Card due soonest for the account. Click it to open the card. |
Expanding an account row
Click a row to expand it into a triage card:
- Active concerns — the concerns from the account's Dossier, one bullet each. Full Dossier › opens the whole Dossier in a side panel. Child accounts in an account hierarchy don't show this, because their Dossier is built for the parent.
- Tasks — the account's open Action Cards, soonest due first. Click one to open it in the task drawer, the same one the Actions tab uses. Tasks N ↗ opens the Actions tab filtered to the account.
- Needle movers — the account's open needle movers, most recently updated first. Click one to open it in a side panel with its Investigation and Triage chat; the arrows at the top step through all of the account's open needle movers. Needle movers N ↗ opens the Needle Movers page, filtered to the account, in a new tab.
- Last meeting — the date, sentiment and attendees of the most recent meeting.
- + Note — write a general note on the account without leaving the list. ⌘+Enter (Ctrl+Enter on Windows) saves it.
Relationship risk badges
The Relationship column shows a coverage label with a colored dot — red or amber for at-risk coverage, following the severity rules in Relationship Risk Configuration, and green otherwise:
| Label | Meaning |
|---|---|
| Single-threaded | Only one person from your team is engaged, or both sides have too few people engaged |
| Thin Team Coverage | More than one team member is engaged, but fewer than your team target |
| Thin Coverage | Your team coverage is fine, but too few customer contacts are involved |
| Multi-threaded | Healthy coverage on both sides |
| No data | No team members or contacts could be mapped in the coverage window, so coverage can't be assessed — this isn't treated as single-threaded risk |
When the account's engagement is flagged, a second label appears below it: Went Dark (no conversations in the last 30 days), Dropping or Softening (conversation volume fell), or Quality declining or Weakening (volume held or rose but fewer people are attending).
Actions
Actions lists the open Action Cards on the accounts in your scope: the tasks AI Agents created, including suggestions nobody has accepted yet and cards made in a needle mover's Investigation and Triage chat. Tasks people create themselves, including through an MCP client, aren't listed here.
Filters
The panel on the left narrows the list. Each option shows how many cards picking it would list, given your other filters.
| Filter | Options |
|---|---|
| Due | Overdue, Due today, Next 7 days, Later or No due date. Pick one; click it again to clear. Days are UTC calendar days. |
| Priority | High, Medium, Low and Not set. Pick several to see any of them. |
| Account | Renewing ≤ 90 days (including renewals already overdue), Critical health (health score 45 or below), At-risk health (46–54), Has opportunities and Has risks (open positive or negative Needle Movers). Pick several to require all of them. |
| Created by | The agent that created the card. Cards from needle mover autosuggest and the Investigation and Triage chat are listed under Needle Mover Investigation, the agent behind both. |
| Owner | Who the card is assigned to. Shown when your scope is a team. |
Search, at the top of the list, matches card titles and descriptions: type and press Enter, and ✕ clears it. Clear all resets every filter.
The list
Group by puts the cards under headers by Due date (the default), Account, Created by or Priority. Within a group, the card due soonest comes first. Due date, Created by and Priority headers show how many cards the group has across all pages.
| Column | Description |
|---|---|
| Task | The card's title, with the agent that created it and why the card exists. A colored mark shows its priority. |
| Account | The account the card is for. Click the name to see the account in Book of Business, with its row expanded. Tags under the name flag a renewal within 90 days (Nd to renewal) or already overdue (Renewal overdue), and a Critical health tier. |
| Owner | Who the card is assigned to. Shown when your scope is a team. |
| Due | The due date, or how overdue it is. |
| Steps done | How many of the card's steps (its outreach drafts and subtasks) are complete. |
Choose 10, 25 or 50 rows per page. As on Book of Business, the filters, search, grouping and page are kept in the URL, and changing scope clears them.
Click a card, or tab to its title and press Enter, to open it in the task drawer, where you can read it, change its status, and send its outreach. The arrows at the top of the drawer step through every card in the filtered list, across pages. When you mark a card done, it leaves the list.
Plays
On workspaces where FunnelStory has enabled plays, Admins and Super Admins also see a Plays tab. It lists recommended campaigns — one per group of accounts that share a behavior — each with the evidence behind it and a drafted email sequence to copy into your email tool. Unlike the other tabs, it lists plays across the whole workspace rather than the accounts in your scope. See Plays for the card format, the Open only filter, Discard and Mark as Done, and Play Settings.
Related
- Accounts View — the full accounts list with advanced filtering.
- Shared teams — set who manages each team.
- Account Dossier — the per-account view whose active concerns show in an expanded Book of Business row, and which opens in a side panel from it.
- Needle Movers — workspace-wide signal feed.
- Action Cards — how AI Agents create the cards on the Actions tab.
- Plays — recommended campaigns on the Plays tab, and Play Settings.
- Relationship Risk Configuration — configure the thresholds that drive Single-Threaded Risk and Engagement Drop flags.