Use Case

One dashboard for your entire portfolio

Leadership needs a single source of truth for account health, risk, and opportunity. BackEngine delivers portfolio-level visibility that replaces spreadsheets, gut feel, and quarterly surprises.

The visibility problem

As a leader, you're making decisions about your portfolio based on self-reported data from account managers, outdated spreadsheets, and quarterly reviews. You need real-time truth, not filtered narratives.

72%
of leaders lack real-time portfolio visibility
3 wks
avg. delay in leadership awareness of issues
40%
of account data is outdated at any given time
5+
tools used to piece together portfolio view

How it works

1

Unified data layer

BackEngine aggregates data from your CRM, email, calls, and messaging platforms into a single, real-time view of every account.

2

Portfolio-level dashboards

See health scores, risk levels, expansion potential, and engagement trends across your entire book of business at a glance.

3

Drill-down capability

Click into any account for full context — stakeholder maps, interaction history, sentiment trends, and recommended actions.

4

Executive reporting

Generate board-ready reports with real data in minutes. No more assembling reports from five different sources.

The impact

Real-time truth

Data-driven portfolio view that updates continuously, not quarterly.

Proactive management

Spot trends and intervene before issues become emergencies.

Board-ready reporting

Generate executive reports in minutes with real engagement data.

Eliminate spreadsheet chaos

One source of truth replaces five tools and manual aggregation.

See your entire portfolio, clearly

Schedule a demo and get instant visibility into every account.