# graph8 for Account Manager > graph8 field guide for Account Manager. Live URLs, real surfaces, screenshots from a public-data showcase tenant. Source: https://docs.graph8.com/roles/account-manager/ *A field guide for Account Manager. Live URLs, real surfaces. Screenshots captured from a showcase tenant with public-company data only.* ## The five things to use today ### 01. Your book + expansion levers per customer *Open `/deals/l/customers`, sort by MRR desc, open the top accounts one at a time. The right-rail Customer Health card shows **MRR · ARR · Health · Expansion Levers · Risk Signals · Role Assignments** — that's your QBR prep.* **Open it at** - `app.graph8.com/deals/l/customers` — your paying customers - Click any customer → Overview tab with Health/Expansion right rail ![Customers list showing your customers with MRR column ($2.5K-$8.9K), Status, Plan (GTM POD / New price for platform), Subscription, Owner columns](../../../../assets/roles/account-manager/1-customers-mrr.webp) ***Fig 1.1** — `/deals/l/customers`. your paying customers. Columns: MRR · Plan · Subscription · Customer Since · Owner · Stakeholders · Deals · Deal Value. Sort by MRR desc — top accounts come first. Filter Owner = you for your book.* live AM brief · a paying customer · captured 2026-05-20 MRR · ARR$8,800 · $105,600 HealthCritical (Score 0) Engagement (30d)0 / 0 / 0 / 0 / 0 Risk signalNo meeting on record Expansion leverCredits exhausted: 0 Owner assignmentsSDR · AE · CSM — all Unassigned > **Tip: Try this now** > **AM move.** Sort book by MRR desc. Open the top 5. Each "Critical" health badge with "No meeting on record" = book a QBR this week. Each high-credit-usage customer = expansion conversation. Each unassigned-Owner row = ask the manager to assign before someone else picks up the renewal email. ### 02. Conversion pipeline + win-back — Trials and Churned *Trials about to convert (or expire). Churned customers ranked by recency — your win-back funnel.* **Open these** - `app.graph8.com/deals/l/trials` — Active + Expired sub-tabs, with countdown timers - `/deals/l/churned` — ex-customers with Churn Reason column ![Trials view with Active/Expired tabs, Trial Ends countdown column (67d left, 66d left), Signup, Source, Referrer, First Touch columns](../../../../assets/roles/account-manager/3-trials-conversion.webp) ***Fig 2.1** — `/deals/l/trials`. Active trials with **Trial Ends countdown** + Source + Referrer + First Touch. Anyone < 14d left = immediate call. The Expired sub-tab is your "missed conversion, send a discount email" list.* ![Churned customers showing Gmail, riseup-asia-llc, x-hydration, a sample deal, Lombard Metals with Churn Reason column (mostly blank), MRR column, Plan, Update date](../../../../assets/roles/account-manager/4-churned-winback.webp) ***Fig 2.2** — `/deals/l/churned`. Ex-customers: *Gmail · riseup-asia-llc · x-hydration · a sample deal · Lombard Metals · Quantum Global Airways*. *Churn Reason* column is mostly empty today — fix that by logging reason during cancellation (workflow improvement).* > **Tip: Try this now** > **AM move.** Friday afternoon ritual: open Trials, list everyone < 21 days from expiry. Schedule a 15-min "trial check-in" with each. Open Churned, pick 2 highest-MRR customers from the last 90 days, draft a personalized win-back email with a specific product update they didn't see. ### 03. Renewal & expansion deals — Deal Intelligence for AMs *Every expansion deal gets the same DEAL INTELLIGENCE sidebar as new-biz: auto-generated Deal Risks, Next Steps, Close Plan, ROI Analysis, Competitive Analysis. Use it for renewal prep the same way an AE uses it for new-logo close.* **Open it at** - From customer detail → Active Deals → click the expansion deal - Or `/deals/pipeline` filtered to your owner ![Synapze GmbH deal showing DEAL INTELLIGENCE sidebar (Strategy: Deal Risks/Next Steps/Close Plan; Analyze: ROI/Competitive), Deal Progress 10%, Stage Readiness 100%, Suggest next step button, Deal Information (Value $1003, Stage New Meeting)](../../../../assets/roles/account-manager/5-deal-intelligence-renewal.webp) ***Fig 3.1** — *Synapze GmbH* deal. Left sidebar: **Strategy** (Deal Risks · Next Steps · Close Plan) + **Analyze** (ROI · Competitive). All 5 generated. Top: *"Suggest next step"* button + Stage Readiness gauge. This works just as well for renewal/expansion deals as it does for new biz.* > **Tip: Try this now** > **AM move.** When a customer renewal is 60 days out, create a renewal deal in the pipeline + let graph8 auto-generate the Strategy stack. Read the Deal Risks before the renewal call. The system is honest about *why* the renewal might be at risk so you can address it head-on. ### 04. Send renewal quotes + triage replies *Quote-to-cash works for renewals + expansions: build a quote, send for signature, Stripe auto-provisions the new subscription on sign. Then triage replies in Inbox with sequence-attribution chips.* **Open these** - `app.graph8.com/deals/quotes` — All / Draft / Sent / Viewed / Accepted / Expired / Declined - `/inbox/email` — sentiment chips + sequence attribution ![Quotes table with status filter tabs and a sample quote, a sample quote quotes showing your data status, totals $50-$8498, Net 30 terms, Valid Until](../../../../assets/roles/account-manager/6-quotes-renewals.webp) ***Fig 4.1** — `/deals/quotes`. Renewal + expansion quotes flow through the same surface as new-biz quotes. *Accepted* tab is auto-provisioned in Stripe; *Viewed* but not Signed = your follow-up call list.* ![Inbox /inbox/email with Focused/Other tabs, threads attributed to sequences (ROOFS_BANS_SEQUENCE, SALEONOMICS_QA_CO, ACCOUNTEXECUTIVES_SAR)](../../../../assets/roles/account-manager/7-inbox-customer-replies.webp) ***Fig 4.2** — Inbox at `/inbox/email`. Replies tagged with the campaign+channel that drove them. Filter by your customer's email domain to find their threads.* > **Tip: Try this now** > **AM move.** Before sending a renewal quote: open the customer's threads in the Inbox, read the last 10 emails. Reference one specific value moment in your renewal email — beats a generic "your renewal is coming up" by 5×. ### 05. Site-visit signals + Copilot for expansion candidates *the identified companies hit graph8 properties today. Cross-reference customer domains = expansion or churn signal. Then ask the copilot to surface candidates with a single prompt.* **Open these** - `/visitors?tab=companies` — the identified companies on the site today - `/reports?report=a14` — Account Health Comparison (cross-account drift) - Copilot — sparkle icon or Cmd+Shift+K > **Tip: Try this now** > **AM move.** Try these AM-specific copilot queries: *"Which of my customers haven't been emailed in 30 days?"* · *"Show me past_due customers + total revenue at risk."* · *"Which of my customers visited /pricing in the last 7 days?"* · *"List my customers approaching annual renewal in the next 90 days."* ## URL cheat-sheet | To do this | Go here | | --- | --- | | Your book of business + MRR | `/deals/l/customers` | | Customer detail with your data | Click any customer row | | Past_due customers ($ at risk) | `/deals/l/customers` · Subscription filter | | Trial accounts (conversion pipeline) | `/deals/l/trials` | | Churned customers (win-back candidates) | `/deals/l/churned` | | Open expansion/renewal deal | `/deals/pipeline` filtered to Owner | | Send a renewal/expansion quote | `/deals/quotes` | | Inbox with sequence attribution | `/inbox/email` | | Site visitors (existing customers?) | `/visitors?tab=companies` | | Account Health Comparison report | `/reports?report=a14` | | Open Copilot anywhere | Cmd+Shift+K · or sparkle top-right | ## Heads-up — known AM gaps + workarounds > **Caution:** > **1. Owner column on /deals/l/customers is empty for graph8 today.** All 41 customer rows have no Owner. **Workaround:** assign yourself as Owner on your accounts immediately — otherwise filtering "my book" doesn't work. > > **2. Churn Reason column is mostly empty.** When a customer churns, log the reason. Otherwise the Churned list is just a list of names, not a win-back analysis surface. > > **3. No customer-status filter on /visitors.** You manually scan for customer domains in the 42-row list. **Workaround:** ask the copilot *"Which of my customers visited the site this week?"* > > **4. No customer-filter on /inbox/email.** Search by domain to find threads. Sentiment chips help. > > **5. Customer detail's "Active Deals" panel shows empty if there's no open deal.** Create a renewal deal 60-90 days ahead of contract date — that activates the DEAL INTELLIGENCE sidebar for prep. > > **6. Copilot has no native MRR/subscription tool.** Use the past_due filter directly + the Customer Health right-rail for revenue-at-risk truth. --- Generated 2026-05-20 against `app.graph8.com` (org `your org`). Surface state verified live before publication