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Know your Valuable Customers Dashboard

Know your Valuable Customers Dashboard

Want to know who your most valuable customers are? This dashboard ranks high-value accounts based on MRR, loyalty, and engagement so you can focus on retention and growth.

Want to know who your most valuable customers are? This dashboard ranks high-value accounts based on MRR, loyalty, and engagement so you can focus on retention and growth.

Valuable Customer Dashboard

data sources used

Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

Loved by 17K+ users across 400+ companies

Loved by 10K+ users across 400+ companies

Loved by 10K+ users across 400+ companies

how does this dashboard help?

how does this dashboard help?

Not all customers are equally valuable! So how do you know where to focus? Gain a better understanding of your customer base through our Superjoin Score. Use our 'Know Your Valuable Customers' Dashboard to identify top-tier accounts using a unique scoring system that combines MRR, loyalty, and engagement metrics specifically tailored for SaaS businesses.


Why Use This Template?


  1. Find Your Top-Tier Customers – Identify high-value accounts based on revenue, loyalty, and engagement.


  2. Maximize Retention – Focus on customers most likely to stick around and drive long-term revenue.


  3. Uncover Revenue Opportunities – Spot key accounts for upsells, cross-sells, and expansion.


  4. Track Customer Engagement – See how deeply customers interact with your product and add-ons.


  5. Make Data-Driven Decisions – Use real-time insights to refine sales, marketing, and customer success strategies.


  6. Save Time with Automation – Stop manually tracking customer value—get live Chargebee data in one place.


What’s Included in the Template?


  1. Most Valuable Customers List – Identify the Top 10 customers ranked by MRR, loyalty, and engagement.


  2. Financial Impact Analysis – See how much revenue your top customers contribute to MRR.


  3. Customer Lifetime Value (CLV) Breakdown – Track long-term revenue potential by customer segment.


  4. Engagement & Product Usage Insights – Analyze add-on adoption, license purchases, and overall customer activity.


  5. Retention & Churn Risk Indicators – Spot early warning signs for customers at risk of leaving.


  6. Customizable Dashboard – Adjust filters to focus on the customer data that matters most.


Key Metrics You Can Track!


  1. Top 10 Most Valuable Customers – Ranked by MRR, loyalty, and engagement.


  2. MRR Contribution by Customer – See the revenue impact of your most important accounts.


  3. Lifetime Value (CLV) & Customer Age – Understand long-term customer relationships.


  4. Engagement Depth – Track add-on adoption, plan ratios, and product usage.


  5. Upsell & Cross-Sell Potential – Identify customers with room for expansion.


  6. Retention vs. Churn Risks – Focus on keeping your highest-value customers happy.

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data sources used

Chargebee

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

Loved by 10K+ users across 400+ companies