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Customer Success Overview

Monitor customer health, engagement, satisfaction and growth.

Total Customers
50
12.4% vs last month
Active Customers
33
8.1% vs last month
At-Risk Customers
0
5.2% vs last month
Healthy Customers
18
6.7% vs last month
NPS Score
2
4.3% vs last month
CSAT Score
3.7/5
2.1% vs last month
Renewal Rate
84%
1.8% vs last month
Monthly Recurring Revenue
$189.5K
9.5% vs last month

Customer Health

Distribution across health bands

50Customers

Customer Engagement Trend

Weekly active users & engagement score

WAUEngagement
W1W2W3W4W5W6W7W8W9W10W11W120200400600800

NPS & CSAT

Customer satisfaction snapshot

Net Promoter ScoreGood
2
14 Detractors15 Promoters
CSAT (Customer Satisfaction)+2.1%
3.7/ 5.0

At-Risk Customers

Require immediate attention

Renewal Pipeline

Upcoming renewals (next 120 days)

$205.6K ARR

Recent Customer Activity

Latest interactions across accounts

Support Ticket — Support ticket #6507 opened by Robert Nguyen
Maya Kusuma · Oct 5
Support Ticket — Support ticket #9409 opened by John Nguyen
Maya Kusuma · Oct 5
Survey — NPS survey sent to John Tanaka
Andi Pratama · Oct 5
Email — Sent onboarding follow-up email to David Harris
Rangga Saputra · Oct 5
Task — Follow-up task created for MeridianPay renewal
Rangga Saputra · Oct 5
Campaign — Renewal reminder campaign delivered to Helix BioWorks
Rangga Saputra · Oct 3

Open Tasks

Customer success team workload

Confirm renewal terms
Atlas Mobility · Dewi Lestari
High6d late
Send renewal proposal
Orbit Commerce · Maya Kusuma
High6d late
Update account notes in CRM
Atlas Mobility · Rangga Saputra
Critical4d late
Schedule customer health review
Stratos Cloud · Dewi Lestari
Critical3d late
Follow up on low engagement
Lumen Fintech · Sarah Wijaya
Medium3d late