Beyond Retention — The Customer Success KPI Playbook + Dashboard
$47.00
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Know your numbers. Beyond Retention is the complete Customer Success KPI system — the playbook that tells you what to track, and the working dashboard that tracks it for you.
What's inside
- The Playbook (20-page PDF) — the KPIs that predict retention, revenue, and expansion, mapped stage by stage, with the benchmarks to judge yourself against and the move to make when a number turns. Includes a 4-page Field Reference: KPI cheat-sheet, journey map, health-score model, and NRR reference.
- The Dashboard (Excel) — type four numbers per customer and it returns a health score, the band, and the recommended action. Tracks portfolio NRR, revenue movement, and your watch list automatically. Tune the weights and thresholds to your business.
The playbook tells you what to do. The dashboard does it with you. No fluff, no theory for its own sake — operator-grade.
Instant digital download. Works in Excel and Google Sheets.
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