The Features Glossary

Knownwell is full of features that help your company fully understand your client portfolio. But what does it all mean? We've pulled together a glossary of our definitions as a reference guide.

Automated Reports - Portfolio analytics that are automatically emailed to you.

Commercial Intelligence: A portfolio report combining health movement with revenue context.

Top Movers: Ranked lists of the largest positive/negative changes over a selected window. Use this to quickly see which clients changed the most.

Client: A company your organization manages in Knownwell.

Client Details: The single-client workspace with tabs like Overview, Team, News, Collaboration, Notes, Health, Growth, Calendar/Meeting Brief, Strengths & Weaknesses, and Streams (if applicable).

Data Hub: Operational view of pipeline health per connector (last sync, processed/skipped/errors, status).

Integrations: Connections to systems like HubSpot/Salesforce, Google Workspace/Microsoft 365, or collaboration tools like Gong, Slack, Fireflies. A full list of our connectors can be found here.

Knownwell Score - Indicator of client health/momentum. Higher = healthier.

Health: Drivers behind the client’s score (engagement momentum, coverage, commercial context) with signal details.

Kudos & Kudos Reporting: Kudos are praise or appreciation directed to specific people. You can surface wins in weekly digest format like a report for an individual or across the company.

Operations - Set of portfolio lenses.

Energy Allocation: Lens to decide weekly focus by balancing need vs value.

Monthly Intelligence: Portfolio lens for monthly/quarterly reviews such as trends, strengths/weaknesses, movers.

People Intelligence: Coverage lens to ensure you’re multi-threaded across key personas; highlights gaps and churn.

Overview (Portfolio Dashboard): Landing page summarizing portfolio health, movement, Top Movers, and Signals.

Portfolio: A named group of clients for filtering, reviews, reporting, and access scoping.

Score Trend: Short, historical visualization of a client’s score to show momentum.

Signals: Detected changes that matter (e.g., engagement spike/drop, coverage shifts).

Streams - A named work stream/sub-project to split a single client into parallel work tracks such as projects, LOBs, or franchise units.

Global Streams: Participants who belong to all streams under a complex client (e.g., client partner, program manager).

Tabs

Collaboration: Summarizes engagement activity (email/meetings/chat metadata) and trends.

News: Curated company news for a client with quick actions to capture notes/follow-ups.

Notes: Lightweight, searchable log of decisions, risks, and outcomes; supports pinning and traceability.

Strengths and Weaknesses: Roll-up of what’s helping or hurting momentum; often driven by grouped signals such as Topics.

Topics: Grouped theme of related signals (e.g., “Weak exec engagement”); used in reviews and in Strengths & Weaknesses.