Customer success reporting software
ChurnZero’s Account Insights reporting and analytics help you stay informed, refine your strategy, and take the right actions on your customer experience and customer health.
Review and share data with ChurnZero’s customer success 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.
Get a deeper understanding of your customer base
“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., via G2
The benefits of ChurnZero’s advanced customer success 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, 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.
Present your insights, automatically. Dynamic Slides pipe account data into your existing decks to create customer-ready QBRs and renewal presentations in seconds—no copy-paste, no reformatting.
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.
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.
“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., via G2
Spend more time on what matters most.
ChurnZero provides clear, immediate insight into what customers need and why—and our AI agents automate the follow-through—so your CS team can spend more time on strategy and relationships, and drive more recurring revenue.
