Dashboards and Reporting

Visualize customer success metrics

Build custom dashboards to analyze customer churn, track expansion revenue, understand trial conversion rates, see CSM performance, visualize customer health, and much more.

Visualize customer success metrics

You decide what matters

With its powerful business intelligence engine, Custify lets you build your dashboards with the customer success metrics that matter to you.

You decide what matters

Share your KPIs with your team

Make your customer success reports available for anyone in your organization. Want everyone on the same page? Share your preferred dashboards with everyone.

Keep sales, management and other stakeholders in sync by allowing them to subscribe and get new insights delivered to their inbox every day.

Share your KPIs with your team

Customer success dashboards that fit your needs

Tracking health scores or just need a lifecycle progress overview? Custify provides custom dashboards to easily oversee your most important customer success metrics.

Break down widgets by health score per segment, lifecycle progress and even by playbook evolution and engagement. Adapt them to segments or just per client.

Customer success dashboards that fit your needs

Forecast at risk revenue with insightful graphs

No crystal balls here. Just predictions based on proven data algorithms. Make informed decisions and keep track of important metrics with just one report.

Use your data with our custom widgets to get a company wide overview of both expected future revenue and at risk clients.

Forecast at risk revenue with insightful graphs

Monitor CSM performance and activity

Everyone is different and tasks are complex in the CSM world. But you still want to track activity or performance. Set a custom dashboard for each CSM or for the whole team.

Break down CSM activity using custom widgets — view closed deals, track their impact on assigned health scores and lifecycle steps.

Monitor CSM performance and activity

See if Custify is right for you.

A better experience for your customers, fewer headaches for your team. You'll be set up in minutes.

Reach out and schedule a free personalized demo.

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