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Two dimensions of account health

Accounts list with Revenue Stage and Product Stage columns showing different stage combinations

Accounts list showing both Revenue Stage and Product Stage columns

Bigdelta assigns each account two independent stages that together give you a complete picture of customer health:
  • Revenue Stages reflect payment status — whether an account is paying, trialing, or has churned
  • Product Stages reflect product engagement — whether an account is actively using your product or has gone quiet

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Why both matter

Each dimension tells you something the other cannot. The most actionable insights come from combining them:
Create saved views filtered by stage combinations to keep your highest-priority segments visible. For example, a “Paying + Dormant” view surfaces churn risks, and a “Trialing + Engaged” view highlights your best conversion candidates.

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Where stages appear

Both Revenue Stages and Product Stages are visible in:
  1. Accounts list — Stage columns appear in the table view for scanning at a glance
  2. Account profiles — Both stages are displayed on each account’s profile page
You can filter and sort by either stage in any account view.

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Learn more