CSM Workload Analyzer
AI-powered workload analysis for your CSM team -- analyzes how accounts and risk are distributed across deal owners in HubSpot and recommends rebalancing.
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Instant snapshot of your CS team: total CSMs, total accounts, total ARR under management, average book size, and average health across all owners. Built for the weekly leadership review -- forward it directly to your VP or CRO.
Every deal owner in your HubSpot gets a detailed scorecard: deal count, total ARR, average deal size, risk distribution (Critical/High/Medium/Healthy), ARR-at-risk, engagement health (% of deals with activity in the last 14 days), upcoming renewals (30/60/90 day windows), and a workload grade from Overloaded to Underutilized.
Quantifies how evenly work is distributed across your team. Flags imbalances with specific numbers -- "Sarah has 65 accounts ($2.1M ARR, 40% Critical). Mike has 28 accounts ($420K ARR, 10% Critical)." Identifies unassigned deals with no owner.
Specific account transfer suggestions ranked by impact. Each recommendation names the account, the ARR, the risk tier, and explains why the move makes sense. Flags accounts where an owner change would be disruptive to protect existing relationships.
What-if scenarios for team changes. If hiring one CSM, shows optimal book split. If losing one CSM, shows redistribution plan. Identifies coverage risk where only one person has context on an account.
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