Monthly Client Account Health Analysis

Track and analyze key performance indicators related to client satisfaction, project delivery, and account growth to ensure optimal service delivery and identify areas for improvement.

Report Objective

Monitor and evaluate client account health across multiple dimensions including satisfaction metrics, project delivery status, and revenue performance. This monthly analysis helps identify trends, risks, and opportunities for improving client relationships and service delivery.

Client Satisfaction and Support Performance

Analysis of CSAT scores and support metrics to evaluate service quality and responsiveness.

Questions to Consider:

Mar 2024Apr 2024May 2024report_date8.28.38.48.5csat_scorecsat_scoreHow is Client Satisfaction Trending?CSAT scores show stability with slight improvement over the past quarter

  • What is the overall trend in CSAT scores?

  • Are there any significant deviations from the mean?

  • How do scores compare to industry benchmarks?

  • How does response time correlate with ticket volume?

  • Are we maintaining SLA commitments?

  • What are peak support demand periods?

Mar 2024Apr 2024May 2024report_date50.0100.0150.0response_time_hours vs. ticket_volumeresponse_time_hoursticket_volumeSupport Responsiveness AnalysisTicket volumes and response times showing inverse correlation

Project Delivery and Milestone Achievement

Overview of project status distribution and milestone completion rates.

Questions to Consider:

On TrackAt RiskDelayedproject_status0200400600800sum(project_count)sum(project_count)Project Status DistributionMajority of projects on track with some at-risk cases requiring attention

  • What is the current distribution of project health?

  • How many projects are at risk or delayed?

  • What percentage of projects are on track?

  • How has milestone completion changed over time?

  • Are we meeting project delivery targets?

  • What factors impact completion rates?

Mar 2024Apr 2024May 2024report_date80.0%100.0%120.0%140.0%160.0%sum(milestone_completion_rate)sum(milestone_completion_rate)Milestone Completion Rate TrendsMilestone completion rates showing steady improvement

Revenue and Resource Optimization

Analysis of revenue trends, resource utilization, and account growth metrics.

Questions to Consider:

Mar 2024Apr 2024May 2024report_date$900,000$950,000$1,000,000monthly_revenuemonthly_revenueMonthly Revenue PerformanceRevenue showing positive growth trend with seasonal variations

  • What is the overall revenue trend?

  • Are there any concerning revenue patterns?

  • How does revenue align with targets?

  • How does resource utilization impact account growth?

  • Are we optimally utilizing our resources?

  • Where are the opportunities for efficiency gains?

80.0%81.0%82.0%83.0%84.0%resource_utilization3.0%4.0%5.0%6.0%account_expansion_rateResource Utilization vs Account ExpansionHigh utilization rates correlating with positive account expansion