Relationship and Trust Intelligence

Relationship & Trust — Trends

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Navigation: Intelligence → Relationship & Trust → Trends
Primary audience: account, delivery, sales, customer-success, and executive leadership

Purpose

Trends provides longitudinal and cohort analysis of observable relationship evidence. It identifies improving, stable, declining, and escalated accounts and explains the events associated with movement.

Scope controls and indicators

Period selects the analysis horizon. Cohort filters a permitted account group. Segment narrows commercial or operational classification. Signal Type limits the event classes contributing to the view.

Improving, Stable, Declining, and Escalated show account counts. Each state follows a documented evidence rule and is not inferred emotion.

Observable relationship trend

The trend chart shows aggregate state over time with evidence-coverage context. Users can compare periods and open dates to inspect material events. Current account trend shows the present distribution.

Largest changes

The movement list identifies account, point or state change, direction, principal observable driver, date range, and evidence count. It separates improvement linked to acceptance or follow-through from decline linked to explicit concern or unresolved discrepancy.

Supporting analysis

Trend drivers ranks event classes associated with movement, such as proactive updates, acceptance delivery, timing concerns, or unresolved discrepancies. Account outliers identifies materially different trajectories for review. Trend actions provides comparison, investigation, and export work.

Actions

Change period, cohort, segment, or signal type.
Open an account movement and its evidence timeline.
Compare an account with the selected cohort.
Create a review or corrective action.
Export the trend with an evidence appendix.

Recommended procedure

Inspect the largest movements and outliers rather than relying on aggregate direction. Check evidence volume, recent events, and active recovery plans. Use trends to choose where to investigate, not to rank account owners or customers.

Limitations

Changing source coverage, meeting frequency, account mix, or permissions can affect trends. The screen shows coverage warnings and does not treat absence of signals as positive evidence.

Relationship Accounts, Observed Signals, and Corrective Actions.