Exec Dashboard

Review overall customer portfolio info and upcoming renewals, company health, customer centric activities and resources efficiency

Overview

Review overall customer portfolio info and upcoming renewals, company health, customer centric activities and resources efficiency

  • Always know the ‘shape’ of your customer base: how many active and churn customers, how much their ARR and representing based on stage and risk
  • Keep a close eye on your ‘at-risk ARR’ (from customers with red health scores)
  • Easily view upcoming renewal goals, with charts that compare their customer count, ARR up for renewal this quarter along with health and risk
  • Chart showing “Churn Customers by Health” to give an idea on customers churned based on health score and Upcoming Risk Renewal customers not touched
  • Monitor trends in risk indicators such as health scores and NPS
  • Eliminate inefficiencies in key team operations by closely monitoring key motions
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Included Assets

  • Dashboard (1) – Review overall customer wealth and upcoming renewals, company health, customer centric activities and resources efficiency
  • Reports (20) – Prebuilt reports for a number of health metrics, including churn, NPS, ARR, and other trends