What it does

Breaks down open pipeline by stage with weighted forecast. Surfaces concentration risk.

You get

A pipeline snapshot with stage breakdown

weighted forecast

and concentration risk flags

1

build_insights_report

Configure and materialize the report described below.

Produces:Report

Tell Blu what you need. It builds the segment, content, journey, and dashboard in minutes.

Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.

Plan-limit-to-upgrade funnel built from real subscription state-change events with per-step time-to-convert.

Count and trend of accounts whose engagement has declined materially — the canonical CS early-warning headline metric.

Activation funnel with median + p75 step velocity — surfaces where users stall, not just where they drop.