Customer Lifecycle Intelligence

NRR (Trailing 12M)
108.3%
▲ 2.1% vs prior period
Revenue-Weighted Health
74/100
Above threshold
Median Time-in-Onboarding
22d
▼ 8d below SLA
Expansion Pipeline Coverage
2.4×
0.6× below target
Net Contraction Rate
0.9%
Within threshold
Onboarding Completion (30d)
78%
▲ 8% above target

Lifecycle Flow — Trailing 12 Months

Cohort LTV Progression ($/account)

M0
M1
M2
M3
M6
M9
M12
M15
M18
M21
M24
M27
Q1 2023
38
52
68
84
102
118
134
148
159
168
174
178
Q2 2023
36
49
64
79
96
112
126
139
151
162
170
Q3 2023
34
46
61
75
91
107
121
135
148
Q4 2023
39
53
69
86
105
123
138
Q1 2024
42
58
76
95
116
142
Q2 2024
37
51
67
83
101
Q3 2024
29
41
56
71
89
Q4 2024
35
48
63
Q1 2025
38
52
Q2 2025
36

Revenue Distribution by Stage & Account Size

Stage Transition Rates — Monthly Trend

Health Score vs. Renewal Outcome Correlation

R² = 0.62

CSM Book Analysis

CSM Name Team Total Accounts Total ARR ($) Median Health Onboarding Expanding Contracting 90d Transition % NRR
Sarah Chen Enterprise 48
5.2M
81 4 12 2 72% 114%
Marcus Webb Mid-Market 62
3.8M
54 8 6 8 58% 94%
Priya Kapoor Enterprise 42
4.8M
78 5 10 3 69% 109%
James Rodriguez Mid-Market 54
4.0M
68 7 8 4 64% 102%
Emily Tran SMB 78
2.8M
71 12 14 6 68% 106%
David Park Enterprise 38
4.6M
82 3 11 1 74% 116%
Lisa Anderson Mid-Market 58
3.6M
65 9 7 5 61% 101%
Michael Kim SMB 82
2.6M
69 14 12 7 66% 104%

Onboarding Milestone Completion

Expansion Pipeline by Source

$2.4M

Winback Program Performance

ARR Bridge — Monthly Movements

Time-in-Stage vs. SLA