Overview

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.

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Metric Definitions

• 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)