Quarterly Customer Success Performance Review - Integrated Hardware & Software

Track and analyze key customer success metrics across hardware and software product lines, focusing on customer health, adoption, satisfaction, and revenue retention to ensure optimal service delivery and identify areas for improvement.

Report Objective

Monitor and evaluate customer success performance metrics across integrated hardware and software solutions, analyzing customer health trends, product adoption rates, support effectiveness, and revenue metrics to drive strategic improvements in service delivery and customer outcomes.

Customer Health & Adoption Metrics

Line and bar charts showing customer health scores and product adoption rates

Questions to Consider:

2022-Q12022-Q12022-Q2quarter77.078.079.080.0sum(health_score) vs. segmentsum(health_score)segmentHow are Customer Health Scores Trending?Customer health scores show steady improvement across segments
  • What are the quarter-over-quarter changes in health scores?

  • Which customer segments show the strongest health trends?

  • Are there any concerning drops in health scores?

  • How do adoption rates vary across segments?

  • Which segments have the most room for improvement?

  • What adoption patterns emerge across different customer sizes?

EnterpriseMid-MarketSMBsegment0%500%1000%1500%2000%sum(product_adoption_rate)sum(product_adoption_rate)Product Adoption Rates by SegmentEnterprise segment leads in product adoption rates

Support Performance & Customer Satisfaction

Bar charts and tables showing support metrics and satisfaction scores

Questions to Consider:

HardwareSoftwarecomponent_type0.0200.0400.0sum(avg_resolution_time)sum(avg_resolution_time)Support Resolution Times by ComponentHardware issues show longer resolution times than software
  • How do resolution times compare between hardware and software issues?

  • Are there opportunities to improve resolution efficiency?

  • What types of issues take longest to resolve?

  • How are CSAT scores trending over time?

  • Which product components receive better satisfaction ratings?

  • Are there seasonal patterns in customer satisfaction?

2022-Q12022-Q12022-Q2quarter4.14.24.3sum(csat_score) vs. component_typesum(csat_score)component_typeCustomer Satisfaction TrendsCSAT scores maintain positive trend with room for improvement

Revenue Retention & Expansion

Line charts showing retention metrics and revenue growth

Questions to Consider:

2022-Q12022-Q12022-Q2quarter105%106%107%108%109%110%net_retention_ratenet_retention_rateNet Revenue Retention Rate TrendsNet retention shows strong growth trajectory
  • What is the overall trend in net revenue retention?

  • Are there any significant changes in retention rates?

  • How does retention compare to industry benchmarks?

  • How is expansion revenue trending quarter-over-quarter?

  • What factors are driving expansion revenue growth?

  • Are there seasonal patterns in expansion opportunities?

2022-Q12022-Q12022-Q2quarter$0$200,000$400,000$600,000$800,000$1,000,000expansion_revenueexpansion_revenueQuarterly Expansion Revenue GrowthExpansion revenue shows consistent quarterly increases