Logos

A total overview of your customer accounts.

Business questions

How many accounts are active in each period?
Which accounts are we retaining/churning by different dimensions?

This template enables teams to report on each customer account according to best practices. Track accounts through the periods, which accounts were added or churned. Create instant QBR reporting with updated metrics instead of updating sheets toward each end of period.

Included Metrics (3)

New accounts

The number of accounts that became active during the period

Churned accounts

The number of accounts that churned during the period

Active accounts waterfall

The number of accounts that have active contracts

Included Metrics (3)

New accounts

The number of accounts that became active during the period

Churned accounts

The number of accounts that churned during the period

Active accounts waterfall

The number of accounts that have active contracts

Tags:

Sales

RevOps

QBR

FP&A

RevOps

Controller

Connections

To begin using this Template, simply click the button.