Description

This app includes architecture and reporting to leverage B2B account hierarchy files to track account status (active vs. churned) and churn patterns. It enables users to uncover insights on when and where account attrition is occurring and to identify signals and metrics that are driving attrition.

Prerequisite

B2B: Base

Business Impact

Protect and Grow Revenue: Convert retention tracking into a proactive churn-prevention strategy, ensuring long-term contract stability and predictable ARR.

Optimize Organizational Performance: Align account hierarchies to pinpoint exact service gaps, allowing for precision coaching and more efficient resource allocation.

Elevate Executive Strategy: Transform standard Annual Business Reviews (ABRs) into high-stakes strategic consultations by providing the deep-dive intelligence needed to influence C-suite decision-making.

Whats Included

• Reporting for dashboards providing insights for Admin/Insights/Executive

Pre/Post-Install Steps

POST INSTALLATION

Follow the steps mentioned in the Implementation Guide

Churn Reporting - Overview & Implementation Guide

Effort Size

M

Available Pre-Configured Translations

Reporting

English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese

Reporting Roles

2

Admin, Insights