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Sales RevOps

Logos Overview

A total overview of your customer accounts.

Business questions

This template addresses the following:

How many accounts are active in each period?
Which accounts are we retaining/churning by different dimensions?

Included Metrics (3)

New Accounts

The number of accounts that became active during the period.

Churned Accounts

The number of accounts that churned during the period.

Active Accounts Waterfall

The number of accounts that were active at the end of the period, broken down to start of period, new and churned accounts.

Template description

This template enables teams to report on each customer account according to best practices. Track accounts through the periods, which accounts were added or churned. Create instant QBR reporting with updated metrics instead of updating sheets toward each end of period.

Tags:

Sales

RevOps

QBR

FP&A

RevOps

Controller

How it works

Select

01

Pick a catalog template

Connect

02

Connect the data source

Customize

03

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Access

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Deep dive into live analytics

Logos Overview

A total overview of your customer accounts.

Includes 3 metrics

New Accounts, Churned Accounts, Active Accounts Waterfall

Available with 2 integrations

Salesforce connector

HubSpot connector

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