Items tagged
Metrics & Reporting
11 Customer Success KPIs That Top CS Leaders Track
Metrics & Reporting

11 Customer Success KPIs That Top CS Leaders Track

We chatted with 10+ Customer Success leaders from our Success Network about the metrics they rely on to track their CS team's impact in and out of their business.

Olivia Adkison
October 10, 2025
A Customer Success Glossary: 20 Terms CS Professionals Need to Know
Metrics & Reporting

A Customer Success Glossary: 20 Terms CS Professionals Need to Know

These must-know terms and acronyms will help you better communicate with customers, sound super savvy in front of your teammates, and most importantly, hit your revenue goals.

Colleen Kelly
October 10, 2025
Customer Engagement: What Does it Mean & What Are the Factors That Impact It
Metrics & Reporting

Customer Engagement: What Does it Mean & What Are the Factors That Impact It

Customer engagement’s relation to Customer Success is self-explanatory, but what is perhaps a little less obvious, is what fuels customer engagement, and what factors impact it.

Hanz Kurdi
October 10, 2025
Digitizing Traditional Quarterly Business Reviews
Metrics & Reporting

Digitizing Traditional Quarterly Business Reviews

The need to drive continuous value and success for customers is accelerating the digitization of quarterly business reviews. Learn more how you can adapt.

Dickey Singh
October 10, 2025
How Do You Measure the Customer Experience?
Metrics & Reporting

How Do You Measure the Customer Experience?

Learn how to best measure the quality of your company's CX strategy and maximize your customer's experience.

Vitally Team
October 10, 2025
How To Track The Effectiveness Of Your Customer Success Team
Metrics & Reporting

How To Track The Effectiveness Of Your Customer Success Team

Customer Success touches so many aspects of your business that it can be hard to properly measure. Here's what CS leaders should really be focused on when it comes to tracking their team's efforts.

Faith Uzuegbu
October 10, 2025
How to Improve Customer Lifetime Value (CLTV) in Customer Success
Metrics & Reporting

How to Improve Customer Lifetime Value (CLTV) in Customer Success

Improving your Customer Lifetime Value requires a mix of personal touch with proactive insights from your CSP. In this guide, we cover four methods of making progress on your CLTV.

Devin Pickell
October 10, 2025
How to Measure the Effectiveness of Your Customer Health Score in Five Steps
Metrics & Reporting

How to Measure the Effectiveness of Your Customer Health Score in Five Steps

Find out if your customer health scores are giving your Customer Success team, and business, an accurate pulse on the ‘health’ of your book of business.

Vitally Team
October 10, 2025
How to Mine Your Customer Success Data for Better Revenue Forecasting
Metrics & Reporting

How to Mine Your Customer Success Data for Better Revenue Forecasting

What if revenue prediction could be less "fingers crossed" and more "data-backed confidence?” Here's how the CS team can lead the charge to make that happen.

Kirk Kappelhoff
October 10, 2025
How to Use Data to Make Better Decisions in Customer Success
Metrics & Reporting

How to Use Data to Make Better Decisions in Customer Success

Here’s an inside look at how my team leverages data to prioritize where to spend our time, eliminate guesswork, and make customer-focused decisions.

Caden Duvé
October 10, 2025
How to Use NPS to Improve Customer Success at SaaS Businesses [+ NPS Benchmarks]
Metrics & Reporting

How to Use NPS to Improve Customer Success at SaaS Businesses [+ NPS Benchmarks]

Vitally deep dives into NPS to explore what makes it so important to Customer Success professionals and discuss best practices for using it in your SaaS company.

Vitally Team
October 10, 2025
NPS vs. CSAT: What's the Difference Between Them and Which One Should You Use?
Metrics & Reporting

NPS vs. CSAT: What's the Difference Between Them and Which One Should You Use?

NPS and CSAT are two essential metrics that Customer Success managers rely on to measure the impact of their customer experience strategies.

Vitally Team
October 10, 2025
Quarterly Business Review Essentials: How to Prepare for and Conduct an Effective QBR
Metrics & Reporting

Quarterly Business Review Essentials: How to Prepare for and Conduct an Effective QBR

The QBR is a unique opportunity for CSMs to position themselves as the strategic advisor for the customer. Here's how to turn it into a valuable experience for everyone involved.

Enrique Roth
October 10, 2025
Setting and Measuring Customer Success Outcomes — OKRs vs KPIs vs Metrics
Metrics & Reporting

Setting and Measuring Customer Success Outcomes — OKRs vs KPIs vs Metrics

The ultimate goal of any CS organization is to retain and grow revenues that come from existing clients, but in order to reach this ultimate goal, there are many objectives the CSM needs to achieve.

Enrique Roth
October 10, 2025
Simplifying Your Customer Health Scores with Four Key Metrics
Metrics & Reporting

Simplifying Your Customer Health Scores with Four Key Metrics

Any B2B Customer Success team can build a powerful, practical health score to identify healthy and at-risk accounts by using these simple metrics.

Kevin Fu
October 10, 2025
The Importance of Health Scoring by Customer Lifecycle
Metrics & Reporting

The Importance of Health Scoring by Customer Lifecycle

In order to actually facilitate proactive and reliable health scoring, you need a model where customers are scored uniquely based on contextual factors.

Kevin Fu
October 10, 2025
Uncover the Benefits of NPS for Your Customer Success Organization
Metrics & Reporting

Uncover the Benefits of NPS for Your Customer Success Organization

Unlock the power of NPS to drive business growth and unlock actionable insights into customer satisfaction.

Arvind Mehrotra
October 10, 2025
What’s Time to Value (TTV) and How Do You Calculate It?
Metrics & Reporting

What’s Time to Value (TTV) and How Do You Calculate It?

Value from your product is what keeps customers coming back for more. We’ll show you how to calculate and shorten your time-to-value (TTV) in this guide.

Devin Pickell
October 10, 2025
Which Metrics Matter the Most During Onboarding?
Metrics & Reporting

Which Metrics Matter the Most During Onboarding?

Onboarding is the most critical and important part of the customer’s experience with your business. Tracking these essential KPIs will ensure that you get it right.

Amber Monroe
October 10, 2025
Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization
Metrics & Reporting

Why Better Customer Data Management is the Key to Leveling Up Your Customer Success Organization

Understand the value of customer data management and the technology required to get the most from the information you collect from customers.

Vitally Team
October 10, 2025
Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)
Metrics & Reporting

Why You Should Build Customer Health Scores by Lifecycle Stage (+ Downloadable Guides)

We walk through the methodology behind our best-practice guides on how to build a customer health score by customer lifecycle stage.

Vitally Team
October 10, 2025

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