Monthly Customer Expansion Report

Track and analyze customer expansion opportunities, product adoption trends, and overall account health to drive revenue growth and retention.

Report Objective

Monitor customer expansion metrics, product adoption patterns, and account health indicators to identify growth opportunities and potential risks. This monthly analysis helps prioritize customer success initiatives and optimize expansion strategies.

Revenue Retention and Expansion

Analysis of Net Revenue Retention (NRR) trends and expansion revenue patterns

Questions to Consider:

Feb 2024Mar 2024Apr 2024month10000000%20000000%30000000%net_revenue_retention vs. expansion_revenueHow is Net Revenue Retention Trending?Track monthly NRR performance with expansion revenue overlay

  • What is the month-over-month trend in NRR?

  • How does expansion revenue correlate with NRR changes?

  • Are there any seasonal patterns in revenue retention?

Product Adoption and Feature Usage

Examination of feature adoption rates across different product categories

Questions to Consider:

  • Which features show the highest adoption rates?

  • Are there any features with declining adoption?

  • How does feature adoption correlate with expansion opportunities?

AnalyticsIntegrationWorkflowfeature_category0%500%1000%1500%sum(adoption_rate)Which Product Features Drive the Most Adoption?Feature adoption rates by category over time

Customer Health and Engagement

Review of customer health trends and engagement metrics

Questions to Consider:

Feb 2024Mar 2024Apr 2024month20406080average_health_score vs. active_users_percentageHow are Customer Health Metrics Performing?Monthly health scores and active user engagement

  • What is the trend in overall customer health?

  • How does user engagement correlate with health scores?

  • Are there any early warning signs of customer churn?

Areas for Additional Focus