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What-If Analysis

What-if analysis lets you simulate how changes to an account's data would affect its prediction. Adjust a factor value and FunnelStory immediately shows you the updated health score, outcome, and confidence.

How It Works​

The what-if panel is available on each account's prediction detail view. It shows the account's significant factors in two groups:

  • Increase or maintain these — factors where a higher value improves the prediction (for example, product adoption, meeting frequency, feature usage)
  • Decrease or maintain these — factors where a lower value improves the prediction (for example, open support tickets, time since last login)

For each factor, you can see the account's current value plotted against the distribution across all accounts — the 25th percentile, median, and 75th percentile. You can enter a simulated value and see the prediction update in real time.

What It's Good For​

Renewal conversations — before a QBR, use what-if to identify which one or two changes would have the biggest impact on the account's score. That gives you a concrete, data-backed recommendation to bring to the call.

Prioritizing CSM effort — if you're deciding between two interventions, what-if analysis shows which one moves the needle more. This is especially useful when you have limited time before a renewal date.

Setting expectations with customers — "if you reach this usage threshold by next quarter, here's what we'd expect to see in your health score" is a more compelling message than a generic health score improvement goal.

What-If vs. Actual Predictions​

What-if simulations are hypothetical — they show what the prediction would be if the account's data were different, not what it will be if nothing changes. The actual prediction continues to update based on real data as it refreshes.