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A signal is one specific, evidence-backed observation about an account. Not a score, not a summary — a single claim you can act on or dismiss.
Contract creation has fallen 49% quarter on quarter, with none created this month.
The economic buyer named on the deal has left the company.
They asked for a Salesforce integration on three consecutive calls.
Signals are detected continuously across every connected source. They are what turns a quiet account into a specific thing to do something about.

What a signal carries

Direction is as important as severity. A critical churn signal and a critical upsell signal both demand attention and lead to completely different conversations.

Where signals come from

  • Usage and metrics — a defined metric crossing a threshold or trend
  • Calls — what stakeholders actually said
  • Support tickets — escalations, volume, recurring themes
  • Email — responsiveness and who has dropped out of the thread
  • CRM — stage, value, owner, and renewal changes
  • External sources — funding rounds, executive changes, and other public company events

Where to see them

  • The Signals page — everything across the portfolio, filterable by severity, direction, account, and status
  • The account page — the signals on one customer
  • The Inbox — signals that warranted a task, with the task already drafted
  • Briefs — signals relevant to a meeting you are about to take

Working signals

Triage by direction first, then severity. Your churn list and your expansion list are different pieces of work with different owners. Always open the evidence. A signal is a claim. The evidence is why you should believe it, and it is usually what you will actually quote in the customer conversation. Dismiss what does not apply. A dismissed signal is information, not failure. It stops the same observation resurfacing and it keeps the list trustworthy.

Signal Lifecycle

How a signal moves from open to closed.

Evidence

What sits behind a signal, and how to read it.