PORTFOLIO — BUSINESS DASHBOARD
SaaS Churn Risk Intelligence Dashboard
Board- and investor-ready churn intelligence—without a full data team. We unify the numbers scattered across Stripe, CRM (Salesforce/HubSpot), product analytics, and your data warehouse into an executive decision cockpit that quantifies ARR at risk and explains the drivers behind NRR movement.
ARR at risk, quantified
A model-driven view of revenue exposure, refreshed on a daily or weekly schedule.
Drivers, not just trends
Explainability is built in, so teams understand why NRR moved—not just that it did.
Prioritised accounts
Red and Yellow risk bands focus customer-success time where it matters most.
INSIDE THE DASHBOARD
A live look at the dashboard
Executive-ready KPIs, in one place
An always-on top row built for weekly leadership reviews and investor updates. Metrics refresh on a daily or weekly schedule and filter by plan, segment, cohort and account.
- Total ARR & ARR at Risk (model-driven)
- Net Revenue Retention (NRR) & Gross Revenue Retention (GRR)
- Logo churn rate & revenue churn rate
- Accounts at risk, segmented by risk band
- Renewal exposure by plan, segment & cohort
From trends to root causes
Move from what happened to what to do next. Track retention patterns over time and see exactly where risk concentrates across your book of business.
- Weekly churn rate trends (logo + revenue)
- ARR-at-risk movement over time
- Risk breakdown by segment (Enterprise / Mid-market / SMB)
- Risk breakdown by plan to expose pricing & packaging issues
Account-level drilldowns
Drill from the portfolio view into a single account—usage, risk score, renewal exposure and support signals—with the drivers behind the risk, so teams know exactly where to act.
- Account ARR, risk score & renewal date
- Active users (WAU) & API engagement
- Support tickets & CSAT signals
- Driver analytics with explainability built in
At-risk accounts & driver analytics
See exactly which accounts are at risk—and why. The dashboard ranks the drivers moving your numbers and quantifies each one’s contribution, so teams agree on the fix.
- At-risk accounts with risk band & score
- Top churn drivers, ranked by impact
- Driver prevalence by segment
- Clear attribution from signal to action
Part of our Operational Intelligence Dashboards — see also AI Product Monitoring.
Works with your existing stack
We connect and model signals across the tools you already use. Start with one or two systems and expand over time.
- Billing: Stripe — subscriptions, invoices, MRR/ARR, expansion/contraction, payment failures
- CRM: Salesforce or HubSpot — ownership (CSM), lifecycle stage, renewal dates, plan metadata, segmentation
- Product analytics: Amplitude — WAU/engagement, key events, feature adoption funnels, drop-offs
- Database: PostgreSQL
- Warehouse: Snowflake
- Support: Zendesk — ticket volume, severity, CSAT, support spikes (a leading churn indicator)
- Data warehouse / lake (optional): enrichment tables, product telemetry, custom churn labels
Who it’s for
- Founder / CEO — one source of truth for retention health and the ARR-at-risk narrative
- COO / VP Operations — operating cadence metrics, targets, and accountability
- CTO / Data owner — clean integrations, definitions, and reliable pipelines
- CS / RevOps leaders — prioritized accounts + driver-based interventions
Outcomes you can expect
- Earlier detection of churn risk (weeks, not days)
- Better prioritization of CS time on highest-leverage accounts
- Clear attribution of churn drivers so teams align faster
- Improved renewals, reduced involuntary churn, and higher NRR
Want a retention dashboard your board will trust?
We deliver a working churn intelligence MVP tailored to your stack, with optional ongoing support.
Talk to Us
Tell us about your data stack and what you want to measure. We’ll show you how a tailored dashboard would work for your team.
Ready to see your ARR at risk?
We deliver a working churn-intelligence MVP tailored to your stack, with optional ongoing support.