Customer Intelligence Dashboards

Your Customers Are Leaving Money on the Table.
Do You Know Exactly Where?

4 AI-powered customer dashboards covering retention, lifetime value, experience and profitability — so you know exactly who is at risk, what they are worth, and what to do about it. Built from 30+ years of real-world commercial and finance experience inside large corporations.

"Customer churn never announces itself. It hides in satisfaction scores, usage patterns and support tickets that nobody is connecting. I spent 30 years connecting those dots. These dashboards do it automatically — before the revenue walks out the door."

— Raj Bulland, Founder & 30-year Finance & Commercial Executive
4
Live Customer Dashboards
30+
Years Commercial Experience
$2.1M+
Avg revenue at risk identified
Customer Intelligence⚠ Action Required
Customer Health Score
74/100
47 high-risk accounts identified
AI Insight

Revenue at Risk: $2.1M across 4 dashboards

Churn Rate: 12.7% vs 10% target

NPS Score: 42 vs 50 target

CLV:CAC Ratio: 8.5x — above 3x minimum

Fix: Activate retention for 47 high-risk accounts

Board Narrative generated in 30 seconds
4 dashboards. Complete customer intelligence.

Everything Your Customer Team Needs to
Retain, Grow and Protect Revenue

LIVE

Customer Retention & Loyalty Dashboard

The only retention dashboard that shows you exactly who is about to leave, why they are leaving and what it will cost — segment by segment, account by account. Built for Customer Success Directors and CCOs who need to stop churn before it hits revenue.

Features
  • Customer Health Score — live composite across retention, NPS, churn & CLV
  • Churn Analysis — high/medium/low risk by segment, tenure, reason & revenue exposure
  • Retention Programmes — 6 active programmes with investment, revenue saved & ROI
  • Loyalty Tier Performance — Platinum, Gold, Silver, Bronze with CLV & upgrade pathway
  • NPS & CSAT Analysis — promoters, passives, detractors with touchpoint scores
  • Win-Back Tracker — eligible churned, re-engaged, revenue recovered & cost per win-back
  • Trend Analysis — 12-month retention, churn, NPS, revenue at risk & NRR trends
  • AI Insights — 6 insights ranked by financial impact with churn signals
  • Ask Retention AI — Claude-powered customer success assistant
  • Upload your own data — live in 30 minutes
  • 📋 Board Narrative Generator — AI generates a board-ready RETAIN narrative in one click — Board Meeting, Investor Update or All-Staff Town Hall tone
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $4,990
View Live Demo
LIVE

Customer Lifetime Value (CLV) Dashboard

The only dashboard that shows exactly what each customer segment is worth over their lifetime — with a colour-coded cohort retention heatmap, LTV:CAC gauges, a live CLV Predictor and AI-powered retention recommendations. Built for SaaS and services businesses who need to move beyond MRR and understand true customer lifetime value.

Features
  • CLV Health Score — LTV:CAC, Churn Health, Retention & Growth sub-scores
  • Cohort Retention Heatmap — 12 cohorts × 12 months colour-coded grid
  • CLV by Segment — Enterprise, Mid-Market, SMB and Starter analysis
  • LTV:CAC Gauges — 4 segment gauges vs 3x minimum benchmark
  • CLV Predictor — 3 live levers: churn, ARPU and gross margin
  • Segment Efficiency Matrix — Stars, Rescue, Nurture and Review quadrants
  • Churn Risk Monitor — Revenue at Risk + cost of 1pp improvement
  • AI Insights — 6 CLV recommendations ranked by annual impact
  • Upload from CRM & billing system — live in 30 minutes
  • 📋 Board Narrative Generator — AI generates a board-ready CRAFT narrative in one click — Board Meeting, Investor Update or All-Staff Town Hall tone
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $4,990
View Live Demo
LIVE

Customer Experience Dashboard

The only CX dashboard that shows you exactly where customer satisfaction is failing — channel by channel, metric by metric. Built for CX leaders who need to prevent churn and improve NPS before customers leave.

Features
  • CX Health Score — 68/100 AI rating across 4 dimensions
  • NPS analysis — 6 channels tracked with promoter, passive & detractor breakdown
  • Churn risk — $2.1M revenue at risk identified and quantified
  • First Contact Resolution — 74.3% tracked & optimised vs industry benchmark
  • CSAT & CES trends — 12-month satisfaction and effort analysis
  • Complaint management — top categories identified with resolution tracking
  • Scenario planner — model FCR, resolution time & NPS improvements
  • Ask CX AI — Claude-powered assistant
  • Upload your own data — live in 60 seconds
  • 📋 Board Narrative Generator — AI generates a board-ready ARCTIC narrative in one click — Board Meeting, Investor Update or All-Staff Town Hall tone
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $4,990
View Live Demo
LIVE

Customer Profitability Dashboard

The only profitability dashboard that shows you exactly where your customer relationships are leaving money on the table — segment by segment, account by account. Built for CFOs and Commercial Directors who need to identify margin gaps and protect $1.9M in revenue at risk before profitability erodes.

Features
  • Profit Health Score — 73/100 AI rating across 4 dimensions
  • Gross profit analysis — all 6 segments vs prior year analysed
  • CLV & acquisition — 8.5x avg CLV:CAC with improvement opportunities
  • Revenue vs cost — 4-quadrant profitability matrix per segment
  • Top accounts table — top 20 accounts ranked by profitability score
  • Revenue at risk — $1.9M identified and quantified by segment
  • Scenario planner — model price, cost and volume improvement impact
  • AI recommendations — 6 profit actions ranked by gross profit impact
  • Ask Profitability AI — Claude-powered profit analyst
  • Upload your own data — live in 60 seconds
  • 📋 Board Narrative Generator — AI generates a board-ready CRAFT narrative in one click — Board Meeting, Investor Update or All-Staff Town Hall tone
  • 📄 Create Report — One click generates a board-ready ARCTIC framework PDF in 30 seconds
Investment
From $4,990
View Live Demo

"Every customer insight in these dashboards was built from 30+ years of real commercial and finance decisions inside large corporations — where customer churn was not a metric on a dashboard but a conversation you had to have with the board on Monday morning."

30+ Years Commercial Experience$2.1M+ Revenue at Risk Identified$50K Consulting ReplacedBoard-Ready in 30 Seconds
Built for the leaders who own the customer relationship

Customer Leaders Who Are Accountable for Retention & Growth

Chief Customer Officer / CCO

You need a single view of customer health across retention, satisfaction, profitability and lifetime value — so you can walk into every board meeting knowing exactly where customers are at risk and what it will cost.

Customer Success Director

You need to know exactly which accounts are about to churn, what their revenue at risk is, and which retention programme will save them — before they cancel.

CFO / Finance Director

You need customer data translated into P&L language — CLV by segment, churn impact on ARR, cost to serve by tier and the gross margin consequence of every customer decision.

CX / NPS Programme Leader

You need NPS, CSAT and CES tracked across every channel with the financial impact of each score quantified — so your board presentation makes the business case for CX investment.

Ready to see exactly where your customers are at risk?

30 Years of Customer & Commercial Experience.
Yours in 30 Seconds.

Book a 15-minute demo. No sales pressure. Just an honest conversation from someone who has reviewed your customer metrics, challenged your churn assumptions, and been accountable for the retention number — for over 30 years.

No commitment. No consultant fees. Just 30 years of experience in a 15-minute call.