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.
A live look at the dashboard
What you get at a glance
Executive-ready KPIs in one place—ready for weekly leadership reviews and investor updates. Metrics refresh on a daily/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 (Red / Yellow)
- Renewal exposure by plan, segment & cohort
From trends to root causes
Move from “what happened?” to “what do we do next?” The dashboard tracks retention patterns over time and highlights the drivers behind them.
Churn & ARR risk trends
- Weekly churn rate trends (logo + revenue)
- ARR-at-risk movement over time
Risk distribution insights
- Risk breakdown by segment (Enterprise / Mid-market / SMB)
- Risk breakdown by plan to expose pricing, packaging or adoption issues
Driver analytics (explainability built-in)
- Usage drop / inactivity patterns
- Payment failures and billing issues
- Support spikes or severity trends
- Adoption gaps across key features
- Reliability or performance degradation signals
Account-level drilldowns
- Account ARR, risk score + risk band
- Renewal date and plan context
- Usage (WAU/MAU) and engagement trend lines
- Feature adoption and event activity
- Support tickets by severity (and trend)
- Top drivers for the account’s risk score
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.

