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Accounts

Trends

Updated on Sep 7, 2026 · 1 minute read

The Trends tab shows how the relationship is moving — not just where it stands today. It's how you catch a slow decline before it becomes a churn.

What it tracks

  • Cadence — how contact frequency is changing versus the account's own baseline.
  • Health — the trajectory of the account's status over time.
  • Sentiment — how tone is trending across recent conversations.
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Open an account in Accounts and choose the Trends tab.