Naming conventions/Glossary

Customer health scorein naming conventions and descriptions

Name	Description
Customer	Equivalent of an account, company or business
Contact	End user of the customer
Offering	The entitlement type sold
Owner	The user within your company that is responsible for the customer, three fields for different roles: sales, cs ,and support
Risks	Red icon: things Zengain deems as risky needing attention
Opportunities	Green icon: things Zengain deems as opportunities needing attention
Warnings	Yellow icon: things Zengain deems as lower risk but still needing attention
Conversion probability	Manually added by rep: likelihood of closing from the dropdown list
Opportunity $	Manually added by rep: Value of the deal
Live (icons)	Green flashing: live in one hour; brown: live in 8 hours
Key Product Milestone” (KPM)	An event that a user has selected to properly profile a successful user of the product. For instance, the admin for Miro might say the five events are: Log in, create board, share board and leave a comment.
Users	No. users from the customer (contacts)
Days left	No. days left in a trial
Customer health score	The customer health panel shows weekly or monthly engagement data in an at-a-glance chart with engagement colors and scale. The chart also shows a small trend arrow and a drop-down date selector for weekly or monthly engagement.
Upcoming Renewal	Renewal within 30 days
Engagement Level	None Very Low Low Medium High Very High
Events	Specific actions or occurrences tracked within the Zengain platform, likely used for analysis of user behavior or system activity.
Filters	Tools within the Zengain interface that allow users to narrow down or sort information according to specific criteria.
Insights	Data-driven observations and analysis provided by the Zengain platform to help businesses understand customer behavior, usage patterns, and opportunities.
Trial	A limited-time evaluation period during which potential customers can test software functionality before purchasing.