Customer success reporting
Stay informed, refine your strategy, and take the right actions on your customer experience and customer health with ChurnZero’s advanced reporting and analytics.
“The features across the platform are proving to be vital to the development of our workflows. We can easily access detailed levels of insight into how our customers interact with products, the deliverability of email campaigns, and the most effective customer touchpoints between organizations and the CSMs.” – Sophie S.
Review and share data with ChurnZero’s advanced reporting
ChurnZero lets your CS team create and customize dashboards effortlessly, in minutes. Drill into your data and switch chart types with a single click to visualize things differently. Share your reports automatically based on segments, on a recurring schedule, or on command whenever you need to.
See the difference
- Build internal visibility: Give your executives, management, and board quick access to high-level CS metrics with custom dashboards.
- Drive account growth: Use expansion dashboards to identify upsell and cross-sell opportunities.
- Monitor adoption: Work towards adoption goals with automated monthly usage summaries.
- Engage customers: Prepare for QBRs and account reviews quickly with real-time stats.
- Coach customers: Surface individual customer action plans for targeted strategies.
- Show ROI: Provide customers with visuals and metrics that confirm usage and value.
“I love the feature, which allows me to get a holistic view of my team, their accounts, and how they are performing. I can see where their customers are at on their customer journeys.” — Maddie P.
The immediate benefits of ChurnZero’s advanced reporting and analytics
See and share the strategic big picture.
- Chart your data across accounts, contacts, usage, health scores (ChurnScores), journeys and surveys in a single location.
- Access dozens of chart styles to highlight patterns, trends, and improve clarity.
- Drag-and-drop design provides intuitive data visualization of product usage, custom table data, health score (ChurnScore) history, and more.
- Tailor reports to specific segments to display relevant data based on unique needs and journey stage.
- Create customized dashboards that display success metrics at the individual account level.
Report and share progress effortlessly.
- Eliminate manual report creation and sharing using segments. ChurnZero automatically creates and shares reports based on specific criteria.
- Set up recurring schedules for set-and-forget reporting.
• Share your reports internally in Salesforce and externally via email
Equip everyone with the right customer data.
- Share data seamlessly via email, Salesforce, Slack, and Microsoft Teams, eliminating the need for extra logins.
- Provide your organization with a live view of critical information to keep your workflows proactive and timely.
Visualize and customize your reports with ease.
Customize content with drag-and-drop widgets to meet different use cases and team needs.
Filter by segments and zoom in or out for actionable insights.
Customize reports with your brand colors to align with corporate standards.
Why customer success teams love ChurnZero’s advanced reporting and analytics
“I love the way that Churn Zero has consolidated our many sources into one system and surfaced them in such a way to provide valuable insights.” — Tyler H.
Customer success leaders
can instantly access customer information, and share it internally and externally.
Customer success operations
have complete control over reporting structures for maximum insight.
Customer success management
leverage ChurnZero’s dashboard data for smarter team management.
CSMs
use reports to enhance customer check-ins and book-of-business management.
Learn about all the features of ChurnZero customer success software
Core customer success features
Segment customers create automated plays and journeys, get detailed reporting, and a better understanding of the health of your customer base.
Digital engagement tools
Everything you need to create personalized, automated communications with your customers, right within your product.
ChurnZero power tools
ChurnZero offers a suite of tools to increase your efficiency and elevate your customer success, including:
- Customer Success AI™
- Launchpad, our best-practices template library
- Predictive CS analytics
- Detailed renewal forecasting
- Advanced reporting tools
- Learning management system integration
