Customer Success Dashboard
Revenue retention engine. Keep customers paying and expanding.
MediaGroup Inc ($156K ARR) health score: 34 - Low product usage
FinServe Pro ($134K ARR) health score: 28 - Contract negotiation
Net Revenue Retention
108%
+3.2%
Gross Revenue Retention
94%
+1.1%
Churn Rate
5.8%
-0.8%
Retention Rate
94.2%
+0.5%
Expansion Revenue
$423K
Contraction Revenue
$89K
Net Expansion
$334K
Customer Health Distribution
Overall portfolio health
Healthy
623 (73.6%)At Risk
156 (18.4%)Critical
68 (8%)Time to Value
Customer onboarding speed
Average Time to Value14 days
Target: 10 days
21d
Enterprise
12d
Professional
7d
Starter
Customer Success Trends
Retention and NRR over time
At Risk Accounts
Accounts requiring immediate attention
| Company | ARR | Health | Risk Reason |
|---|---|---|---|
| MediaGroup Inc | $156K | 34 | Low product usage |
| LogiTech Corp | $89K | 42 | Support escalations |
| DataFlow Systems | $67K | 38 | Missed QBR |
| CloudNine LLC | $45K | 45 | Champion left |
| FinServe Pro | $134K | 28 | Contract negotiation |
Upsell Opportunities
Accounts ready to expand
| Company | Current ARR | Potential | Score |
|---|---|---|---|
| TechCorp Inc | $84K | $156K | 92 |
| GrowthCo | $45K | $89K | 87 |
| ScaleUp Ltd | $67K | $134K | 85 |
| InnovateCorp | $34K | $67K | 78 |
Product Adoption
Feature usage across customer base
CSM Performance
Customer Success Manager metrics
| CSM | Accounts | ARR Managed | Retention | NPS |
|---|---|---|---|---|
| Jamie Park | 45 | $2.3M | 96.2% | 72 |
| Sam Wilson | 42 | $1.9M | 93.8% | 68 |
| Riley Johnson | 38 | $1.6M | 95.1% | 65 |
| Morgan Taylor | 35 | $1.2M | 94.5% | 70 |