Our Overview report includes simplified revenue metrics, with a focus on recurring and contract value. It provides insights on several company-level book of business metrics, including active clients, assigned CSMs, average ARR / MRR per client, average ARR (MRR coming soon) per CSM, and average clients per CSM.
There's also a view into the Current Pulse Health by Client Count chart, with shortcut link to view Current Pulse Health Report.
- Active Clients: count of clients with "Active" status
- Assigned CSMs: count of CSMs currently assigned to active clients
- Average ARR per Client: ARR / number of active clients
- Average MRR per Client: MRR / number of active clients
- Average ARR per CSM: ARR / number of CSMs (with active account assignments)
- Average Clients per CSM: number of clients (with "active" status) / number of CSMs (with active account assignments)