> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spineworkspace.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Success Views: Data Projections and Specifications

> Specifications for all Account Success views including data sources, projection rules, and the entities surfaced in each interface.

Account Success domain views are the queryable projections that CSMs and leaders interact with daily. Each view is assembled on demand by Spine Fabric from unified entities and events across connected source systems.

| View | Purpose | Source Data | Projection Rule |
| - | - | - | - |
| Account Portfolio | Complete book of business for a CSM or team | Salesforce accounts, HubSpot companies, Gainsight health scores | Aggregate by owner; compute health trend from last 30 days |
| At-Risk Accounts | Filtered list of accounts requiring immediate attention | HealthScore, recent tickets, usage drops, missed QBRs | HealthScore below threshold OR ticket escalation in last 7 days |
| Renewals Pipeline | Time-ordered view of upcoming renewal events | Salesforce opportunities, contract dates, Stripe billing | Contract end date within 180 days; stage != closed won/lost |
| QBR Schedule | Calendar and preparation tracker for reviews | Salesforce tasks, meeting records, success plan milestones | QBR due date within next 90 days or overdue |
| Expansion Pipeline | Growth opportunities within existing accounts | Salesforce opportunities, usage growth signals, contact intent | Type = expansion/upsell; account is existing customer |
| Contact Map | Stakeholder mapping by account | HubSpot contacts, engagement history, role data | Group by account; sort by influence and last engagement date |
| Usage Trends | Product adoption metrics by account | Usage events, license allocation, feature flags | Aggregate by account; show 90-day trend lines |
| Ticket History | Support interaction summary per account | Zendesk tickets, resolution times, satisfaction scores | Group by account; flag unresolved or escalated tickets |

Each view refreshes continuously as source systems emit events. Projection rules are defined in the domain contract and evaluated by Spine Fabric at query time.

<Note>
  Views do not store copied data. They are live projections over the unified entity graph maintained by Spine Fabric.
</Note>

## Related

* [Account Success Index](/internal-docs/domains/account-success/index)
* [Spine Fabric](/internal-docs/domains/account-success/spine-fabric)
* [Business Context](/internal-docs/domains/account-success/business-context)
* [Integrations](/internal-docs/domains/account-success/integrations)
* [System Flow](/internal-docs/domains/account-success/system-flow)


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