📊 Accounts Dashboard

😊 Customer Sentiment i

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Happiness Ratings i

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10% Fee Refunds i

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📊 Contact Breakdown i

By Product i

Contact Reason i

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Trend vs Last Period i

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📋 HelpScout Field Breakdown i

Resolution i

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Account Lifecycle Stage i

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Reason for Cancellation or Contact i

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⚙️ License & Billing Errors i

By Type i

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Recent Tickets i

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💳 Credit Card Disputes i

Case Status

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Payment Processor

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💰 Refunds & Revenue Impact i

Purchase Type i

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Refund Kind i

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Total captured value:

🤝 Retention i

Discount Requests i

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Post-Denial Patterns i

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📉 Refund Policy Impact i

Churn Prevention / Save Offers

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Refunds Confirmed In-Thread

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From Your Spreadsheet

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💡 Weekly Insights i

Run an analysis to see AI-generated insights.

🚩 Watch List — Discount Denied Cases i

Customers denied a discount in this period — tracked for cancellation or re-subscription patterns.

No discount denial tickets in this period, or analysis not yet run.