Guggenheim Securities LLC

MM · Tier C · Finance · CSM Tracey Osevwe · 2 - Onboard & Implement

Room BookingRequest ManagerWorkplace IntelField Mgmt

100Health

One-to-One

AI Account Briefing

Claude summarizes this account's health, risks, and talking points from the data on this page.

ARR

Full ARR: $160,000 · Core $0 · Subscription $149.5K · PS $10.5K

$160.0K

$213.6/seat

Renewal

Contract: Jul 8, 2026 → Jul 7, 2029. Year of term: Year 1 of 3

Jul 8, 2029

1071d away

Open cases

Support 0 · CS 0 · High-priority 0. Cases opened in last 30d / 90d: 0 / 0.

High pri 0 · 30d 0

SE escalations (active)

Active SE escalations (parent case open and not Solved): 0. Lifetime total: 0.

0 lifetime

Jira linked (active)

Active cases (not closed, not Solved) with at least one Jira ticket attached. Hover a Jira pill in the modal for its live status.

none

Avg resolution

Average days from case creation to closure, for cases closed in the last 90 days.

—

last 90d

Pendo 7d

Active visitors in Pendo over last 7 days. Seat utilization: —. Last login: —.

↗ +100.0% vs 30d

Account Health

ARR historySource: mart_account_360_history · daily snapshots from April 2, 2026

▲ $160Ksince Jul 1·33 daily snapshots

Product usage — 90d trendSource: mart_product_usage · current 90d vs prior 90d events per module

AI Canvas — UsageSource: mart_feature_usage (is_ai_canvas_feature = TRUE)

Weekly AI Canvas click events. Plus-plan accounts only.

Weekly Module Usage

Implementation in progress — AI Canvas available after go-live

No AI Canvas activity recorded yet.

Support & Engineering

Support volume — by quarterCase counts per quarter by record type · mart_support_cases

No cases created in the last year.

Cases by category — 12 moGrouped by tier_1_category · mart_support_cases

No cases in the last 12 months.

Cases

0 active · 0 total in last 12 months

					Stages
No cases match this filter.