Focus Areas

Focus Areas is the prioritized work hub in FunnelStory — it surfaces the accounts that need attention most, along with their signals, health trends, and AI-generated action cards, all scoped to a specific slice of your book of business.

How It Works

Focus Areas applies a focus mode to filter and rank accounts, then presents that slice across four tabs. The same mode drives every tab, so the accounts you see in Overview, Revenue Review, Needle Movers, and Actions are always the same set.

Admins can also inspect another user's book of business by switching to User's Book of Business mode and selecting a team member from the picker that appears.

Choosing a Focus Mode

The focus mode dropdown at the top of the page controls which accounts are shown. Select the mode that matches your current task:

Mode	What it shows	Access
My Book of Business	Your assigned accounts, sorted by revenue (up to 100)	All users
User's Book of Business	Another user's assigned accounts	Admins only
Top 10 by Revenue	The 10 highest-ARR accounts in the workspace	All users
Top 20 by Revenue	The 20 highest-ARR accounts in the workspace	All users
Top 10 by Highest Health Score	The 10 accounts with the best health scores	All users
Top 10 by Lowest Health Score	The 10 accounts with the worst health scores — useful for churn risk triage	All users
All Accounts	Every account in the workspace, opened directly on the Revenue Review tab	Admins and Super Admins only

If you have no accounts assigned, the My Book of Business and User's Book of Business options are hidden. The page defaults to Top 20 by Revenue.

The All Accounts mode is only visible to users with Admin or Super Admin roles. It opens the Revenue Review tab showing the full workspace account list, making it useful for org-wide coverage audits and relationship risk reviews across all CSMs' books.

Tabs

Overview

The Overview tab gives you a portfolio-level read on the selected account set.

• Portfolio Summary — An AI-generated narrative summarizing the health, risks, and trends across the accounts in view. The summary updates each time Focus Areas loads.
• Stat cards — At-a-glance metrics: total ARR, total accounts, average health score, and ARR at risk.
• Charts — Four visualizations arranged in a two-column grid:
  • Account Risk Tiers — Pie chart breaking accounts into Critical, At Risk, and On Track.
  • ARR by Account — Bar chart ranking accounts by annual recurring revenue.
  • Health Score by Account — Bar chart showing each account's health score, color-coded by tier.
  • Revenue by Risk Tier — Pie chart showing how much ARR sits in each risk category.

Revenue Review

The Revenue Review tab gives you a deep, account-by-account view of your entire book of business — combining deal data, AI health signals, and relationship risk in a single sortable table with expandable rows.

Table columns

Column	Description
Name	Account name and AI-predicted outcome (Predicted Churn, Predicted Neutral, Predicted Retention). Sortable.
Score	AI health score (0–100). Low scores with a downward arrow indicate churn risk.
Deal	Contract value (ARR).
Expires	Renewal date and relative time until renewal (e.g., in 9 months).
Activity	Recent activity signal.
Needle Mover	Count of open Needle Movers for the account.
Users	Number of tracked users at the account.
Projects	Number of active projects.
Relationships	Relationship risk classification — Single Threaded, No Relationship, or healthy.

You can search accounts by name, filter by predicted outcome (All, Churn, Neutral, Retention), and adjust the time range using the filter bar above the table.

Expanding an account row

Click the chevron on any row to expand it. The expanded panel shows four sections side by side:

High Level Summary — AI-generated account context in two parts:

• A health badge (Churn / Neutral / Retention) with a one-sentence narrative.
• A Key Trends paragraph summarizing the dominant signals (pricing pressure, personnel changes, competitive risk, etc.).

Active Needle Movers — The open Needle Movers for this account, each showing the topic, category tag, and how long ago it was created. The header shows the total count.

Last Meeting — Title, date, and a View Full Summary link for the most recent recorded meeting. Shows "No meetings recorded" when no meeting data is available.

Below those three columns, additional risk panels appear when applicable:

Single-Threaded Risk — Flags accounts where only one team member is actively engaged. Shows the severity level, a brief explanation, your team members with recent conversations, and the customer contacts list with a required-coverage indicator.

Add Note — A text field for logging account notes directly from the table without navigating to the full account page.

Relationship risk badges

The Relationships column uses color-coded badges:

Badge	Meaning
Single Threaded (red dot)	Only one team member has recent engagement — high coverage risk
No Relationship (red dot)	No team members have recent conversations with this account

Needle Movers

Displays open Needle Movers scoped to the accounts in the current focus mode, split into two lists:

• Risks — Negative-impact Needle Movers (low, medium, and high severity).
• Opportunities — Positive-impact Needle Movers.

Each list shows up to five entries with a View All link that opens the full Needle Movers page pre-filtered to the same account set.

In My Book of Business and User's Book of Business modes, Needle Movers are filtered by the account assignee rather than an explicit account list.

Actions

The Actions tab surfaces AI-generated Action Cards for the accounts in the current focus mode. Each card is a task created by an AI Agent and contains a recommended action, the signal that triggered it, reasoning, next steps, and pre-drafted outreach.

A header bar shows the total count of actions across all accounts (for example, "14 actions across 8 accounts").

Actions Needed toggle — When enabled (the default-off state), the list shows only tasks in To Do or In Progress status. Turn it off to include completed and expired tasks as well.

See Action Cards for a full description of the card format and how the AI generates them.

Related

• Accounts View — the full accounts list with advanced filtering.
• Needle Movers — workspace-wide signal feed.
• Action Cards — how AI Agents create and populate the Actions tab.
• Relationship Risk Configuration — configure the thresholds that drive Single-Threaded Risk and Engagement Drop flags.