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Focus Areas

Focus Areas is the prioritized work hub in FunnelStory — it surfaces the accounts that need attention most, along with their signals, health trends, and AI-generated action cards, all scoped to a specific slice of your book of business.

How It Works​

Focus Areas applies a focus mode to filter and rank accounts, then presents that slice across four tabs. The same mode drives every tab, so the accounts you see in Overview, Accounts, Needle Movers, and Actions are always the same set.

Admins can also inspect another user's book of business by switching to User's Book of Business mode and selecting a team member from the picker that appears.

Choosing a Focus Mode​

The focus mode dropdown at the top of the page controls which accounts are shown. Select the mode that matches your current task:

Focus mode selector dropdown

ModeWhat it shows
My Book of BusinessYour assigned accounts, sorted by revenue (up to 100)
User's Book of BusinessAnother user's assigned accounts — admins only
Top 10 by RevenueThe 10 highest-ARR accounts in the workspace
Top 20 by RevenueThe 20 highest-ARR accounts in the workspace
Top 10 by Highest Health ScoreThe 10 accounts with the best health scores
Top 10 by Lowest Health ScoreThe 10 accounts with the worst health scores — useful for churn risk triage

If you have no accounts assigned, the My Book of Business and User's Book of Business options are hidden. The page defaults to Top 20 by Revenue.

Tabs​

Overview​

The Overview tab gives you a portfolio-level read on the selected account set.

Focus Areas Overview tab showing portfolio summary, stat cards, and charts

  • Portfolio Summary — An AI-generated narrative summarizing the health, risks, and trends across the accounts in view. The summary updates each time Focus Areas loads.
  • Stat cards — At-a-glance metrics: total ARR, total accounts, average health score, and ARR at risk.
  • Charts — Four visualizations arranged in a two-column grid:
    • Account Risk Tiers — Pie chart breaking accounts into Critical, At Risk, and On Track.
    • ARR by Account — Bar chart ranking accounts by annual recurring revenue.
    • Health Score by Account — Bar chart showing each account's health score, color-coded by tier.
    • Revenue by Risk Tier — Pie chart showing how much ARR sits in each risk category.

Accounts​

A sortable, filterable table of every account in the current focus mode.

Focus Areas Accounts tab showing account table with health scores and renewal dates

In My Book of Business and User's Book of Business modes, the table is paginated. In the revenue and health-score modes, it shows the fixed top-N list without pagination.

From this tab you can open any account to view its full detail page.

Needle Movers​

Displays open Needle Movers scoped to the accounts in the current focus mode, split into two lists:

Focus Areas Needle Movers tab showing risks and opportunities

  • Risks — Negative-impact Needle Movers (low, medium, and high severity).
  • Opportunities — Positive-impact Needle Movers.

Each list shows up to five entries with a View All link that opens the full Needle Movers page pre-filtered to the same account set.

In My Book of Business and User's Book of Business modes, Needle Movers are filtered by the account assignee rather than an explicit account list.

Actions​

The Actions tab surfaces AI-generated Action Cards for the accounts in the current focus mode. Each card is a task created by an AI Agent and contains a recommended action, the signal that triggered it, reasoning, next steps, and pre-drafted outreach.

A header bar shows the total count of actions across all accounts (for example, "14 actions across 8 accounts").

Actions Needed toggle — When enabled (the default-off state), the list shows only tasks in To Do or In Progress status. Turn it off to include completed and expired tasks as well.

See Action Cards for a full description of the card format and how the AI generates them.