🛡️ Cyber Intelligence House
Customer Success Dashboard
Last updated:
My Red Customers
4
Renewals Due
$456K
My Call to Actions
15
Total ARR
$1.54M
Engagement Rate
87%
Open Support Cases
12
Urgent Attention Required
Zero Logins (7+ Days)
3
Customers completely disengaged
Critical Findings Unchecked
5
High-severity findings > 48 hours
Integration Failures
2
API errors affecting customer experience
Usage Limits Hit
1
Customers at user/API caps
Escalated Support Tickets
4
Tickets beyond SLA
Proactive Outreach Opportunities
Declining DAU Rate
7
Trending down over 2-3 weeks
Unused Key Features
12
Not using paid features
No Reports (30+ Days)
6
Haven't run reports recently
Single-User Accounts
9
Expansion opportunity
Renewal Risk (60-90 Days)
5
Health score < 80
Success Stories & Expansion Signals
High Engagement
15
90%+ DAU, case study candidates
Hitting Usage Limits
8
Ready for upsell
Advanced Feature Users
11
Expansion-ready customers
Fast Response to Findings
18
Immediately checking critical findings
Multi-Integration Adoption
14
2+ external tools integrated
Daily Health Score Snapshot
47
Total Customers
Green (80-100)
32
68%
Yellow (60-79)
11
23%
Red (<60)
4
9%
Health score changes overnight
6 customers moved segments
Projected renewals at risk
5 accounts ($127K ARR)
Today's Priorities
Top 3 Customers to Call Today
Expansion Opportunities to Pursue
Training Opportunities
All Customers (47)
Customer Name
Health Score
ARR
DAU
Renewal Date
Weekly Health Trends
Health Score Movers This Week
Churn Risk Forecast (Next 90 Days)
High Risk (>60% Churn Probability)
5
$127K ARR at risk
👁️ Click to view
Medium Risk (30-60%)
8
$215K ARR requires attention
👁️ Click to view
Low Risk (<30%)
34
$1.2M ARR stable
👁️ Click to view
Feature Adoption Funnel
SIEM Integration
Access (license includes) 👁️
100% (47/47) ✓ Target: 100%
Tried Once 👁️
85% (40/47) ✓ Target: 80%
Regular Usage (Weekly) 👁️
57% (27/47) ⚠ Target: 60%
Power Users (Daily) 👁️
32% (15/47) ✓ Target: 30%
API Automation
Access (license includes) 👁️
100% (47/47) ✓ Target: 100%
Tried Once 👁️
62% (29/47) ✗ Target: 80%
Regular Usage (Weekly) 👁️
45% (21/47) ✗ Target: 60%
Power Users (Daily) 👁️
34% (16/47) ✓ Target: 30%
Weekly Revenue Intelligence
Expansion Pipeline
$347K
10 qualified opportunities
Next 30 Days Renewals
$456K
98% forecast to renew
ARR Growth (WoW)
+$28K
↑ 1.8% from last week
Avg Expansion Deal
$34.7K
↑ 12% vs last quarter
Portfolio Performance Metrics
👁️ Click to view
Total ARR
$1.54M
↑ 18.2% YoY | On track vs $1.6M target
👁️ Click to view
Net Revenue Retention (NRR)
112%
Healthy (Target: 110%+)
👁️ Click to view
Gross Revenue Retention (GRR)
94%
Strong (Target: 90%+)
Avg Portfolio Health Score
82
↑ 3 points from last month
👁️ Click to view
Total Active Customers
47
+2 new | -0 churned
Average ARR per Customer
$32.8K
↑ $2.1K from last month
Renewal & Churn Analysis
👁️ Click to view
Renewals This Month
8
$267K ARR | 100% win rate
👁️ Click to view
Expansion Revenue
$89K
3 upsells, 2 cross-sells
Churn This Month
0
$0 ARR lost
Projected Annual Churn
6%
Below 8% target
90-Day Renewal Pipeline
Safe (Health 80+)
9 accounts | $312K ARR
At-Risk (Health 60-79)
3 accounts | $98K ARR
Critical (Health <60)
2 accounts | $46K ARR
Strategic Insights
Top 5 Focus Areas This Month
Save At-Risk Renewals
2 accounts ($46K ARR) with health <60 renewing in 60-90 days
HIGH PRIORITY
Close Expansion Pipeline
10 qualified expansion opportunities ($347K pipeline)
REVENUE GROWTH
Improve API Automation Adoption
Only 62% adoption vs 80% target - training gap identified
PRODUCT ADOPTION
Key Achievements This Month
Customers Saved
3 at-risk accounts recovered (health 58→84 avg)
Case Studies Completed
2 new reference customers willing to speak
Expansion Revenue Closed
$89K ARR added from existing customers
Customer Journey - Post Sales Handover
Handover Date: Jan 2, 2026 | Days Since Handover: 3 | Current Stage: Onboarding (Days 1-90)
🚀 Stage 1: Onboarding (Days 1-90)
Goal: Get customer live and seeing value quickly
✓ 1.
Kickoff Call Completed
Date: Jan 2, 2026 | Attendees: Sarah Johnson (Champion), Michael Chen (CTO), Mike Davis (SOC Analyst) | Status: ✓ Complete
✓ 2.
Account Setup & Configuration
Users: 8/8 created | Roles: Configured | API keys: Generated | Status: ✓ Complete (Jan 2, 2026)
⏳ 3.
First Data Integration (Primary SIEM)
Integration: Splunk | Status: ⏳ In Progress | Started: Jan 3, 2026 | Expected: Jan 5, 2026 | Owner: Mike Davis
○ 4.
First Findings Review
Goal: Review first threat findings from integration | Scheduled: Jan 6, 2026 | Owner: Sarah Johnson
○ 5.
User Training Session 1 - Platform Basics
Topics: Navigation, Alerts, Reports | Scheduled: Jan 8, 2026 | Attendees: All 8 users
○ 6.
Week 2 Check-in Call
Review progress, address issues | Scheduled: Jan 13, 2026 | Owner: CS Team
○ 7.
Secondary Integrations Setup
ServiceNow, Slack, Teams | Target: Jan 15-20, 2026
○ 8.
Custom Alert Rules Configuration
Create customer-specific rules | Target: Week 4
○ 9.
30-Day Success Review
Review goals, usage, value achieved | Scheduled: Feb 1, 2026
○ 10.
Onboarding Completion & Handoff to Regular Cadence
Target: Day 60-90 | Success criteria: 70%+ DAU, All integrations live, 1+ power user
📈 Stage 2: Adoption (Months 3+)
Goal: Drive deep usage and optimize workflows | Starts: ~Apr 2026
Key milestones: Advanced feature training, API automation, Custom dashboards, Quarterly Business Review
💎 Stage 3: Value Realization (Months 7-9)
Goal: Prove ROI and expand usage | Starts: ~Aug 2026
Key milestones: ROI documentation, Success story capture, Expansion discussion, Executive review
🔄 Stage 4: Renewal & Growth (Months 10-12+)
Goal: Secure renewal and long-term partnership | Starts: ~Nov 2026
Key milestones: Renewal discussion (90 days early), Contract negotiation, Upsell opportunities, Multi-year commitment
📊 Overall Progress
2 of 10 onboarding tasks complete | Next: Complete Splunk integration (Jan 5)