Customer Success & Retention Intelligence

Predictive intervention dashboard for proactive retention management

Last Updated

Dec 15, 2024

Time Period:

NORTH STAR METRIC

118.3%

Net Revenue Retention (NRR)

+3.8%

CHURN RATE

4.2%

-0.8%

EXPANSION REVENUE

$2.4M

+12.3%

REVENUE AT RISK

$1.8M

+5.2%

47 accounts

AVG HEALTH SCORE

78.4

+2.1

TIME TO VALUE

18.3d

-2.4d

vs 20.7d target

SAVED REVENUE

$3.2M

+18.7%

52 interventions

Account Health Score Trajectory (90-Day Prediction Window)

Top Accounts at Risk (Predictive)

Account	ARR	Health Score	Trend	Risk Factor	CSM	Next Action
Acme Corp	$480K	52	-18 pts	Usage -42%, Support Escalations +3	Sarah Chen	EBR Scheduled
TechFlow Inc	$340K	64	-12 pts	Login Frequency -31%, NPS -15	Marcus Lee	CSM Check-in
DataSync Solutions	$290K	68	-9 pts	Feature Adoption -25%, Renewal in 45d	Sarah Chen	Product Training
CloudNet Systems	$215K	58	-14 pts	Champion Left, Usage -38%	Priya Sharma	Exec Introduction
Innovate Labs	$180K	66	-11 pts	Support Tickets +4, No Logins 14d	Marcus Lee	Health Check Call
Vertex Digital	$165K	62	-13 pts	API Calls -44%, Competitor Mentioned	Anika Patel	ROI Review
MetaForce Group	$155K	55	-16 pts	Budget Constraints Flagged, Usage -29%	Sarah Chen	Value Realization
Synergy Partners	$140K	69	-8 pts	Low Feature Adoption, Renewal 60d	Priya Sharma	Feature Workshop

Expansion Pipeline by Stage

Onboarding Cohort Retention (12-Month)

CSM Portfolio Balance & Capacity

Sarah Chen

$4.2M ARR

28 accounts • 94% capacity

Marcus Lee

$3.8M ARR

24 accounts • 82% capacity

Priya Sharma

$4.6M ARR

31 accounts • 103% capacity

Anika Patel

$3.5M ARR