Customer Success & Retention Intelligence Dashboard

Veloris Inc. • B2B SaaS Workflow Automation • 340 Active Accounts • $28.4M ARR

NRR (Trailing 12M)
108.4%
+2.1% YoY
Gross Rev Churn
6.2%
+1.4% vs Q2
Logo Churn MTD
1.4%
4 logos
Expansion Pipeline
$2.84M
7 CSMs
Avg Health Score
67.3
-6.8 (8wk)
Onboarding 60d
73.8%
Q3: 61.2%

NRR Waterfall — Trailing 12 Months

Health Score Distribution by ARR Tier

Product Engagement Decay Rate (90d)

At-Risk Accounts — Priority Intervention Queue

Account Name ARR Health Score Δ Score (30d) Days to Renewal Risk Factor CSM Status
Axiom Logistics $340K 38 -24 42 P1 Escalation +3 Alex R. Critical
Helix Pharma $280K 44 -18 68 Engagement -64% Maria T. Critical
Stratum Wealth $195K 52 -14 89 Champion departed Dev P. Warning
Vortex Media $160K 56 -11 104 TTFV delayed 22d Jordan K. Warning
Catalyst Robotics $120K 49 -16 56 API outage affected Sam W. Critical
Arcadia Systems $98K 58 -9 112 Support velocity +2x Alex R. Warning
Pinnacle Advisory $85K 54 -12 73 Onboard incomplete Maria T. Warning
Horizon Analytics $72K 61 -7 128 Usage -38% Dev P. Warning

CSM-to-ARR Coverage Ratio

Time-to-First-Value by Segment

Expansion Pipeline by CSM

Support Escalation Velocity (P1/P2)

Cohort Retention Heatmap — Logo Retention by Month

Cohort
M0
M1
M2
M3
M4
M5
M6
M7
M8
M9
M10
M11
Jan 2023
100%
96%
94%
91%
89%
88%
87%
85%
84%
83%
82%
81%
Feb 2023
100%
97%
95%
93%
91%
90%
89%
87%
86%
85%
84%
83%
Mar 2023
100%
95%
92%
90%
88%
87%
85%
84%
83%
81%
80%
79%
Apr 2023
100%
96%
94%
92%
90%
89%
88%
86%
85%
84%
82%
May 2023
100%
97%
95%
93%
91%
90%
88%
87%
86%
85%
Jun 2023
100%
96%
93%
91%
89%
87%
86%
84%
83%
Jul 2023
100%
95%
92%
89%
87%
85%
83%
81%
Aug 2023
100%
88%
82%
79%
76%
74%
72%

August cohort impacted by API outage; retention degraded 12-16% vs. historical baseline

NRR Trend vs. Industry Benchmark