Revenue At Risk Uncovered
$180+ Million
Customer Satisfaction
95%
Revenue Predictability
+15%
+75% Confidence in Recurring Revenue
What We Did
- Worked directly with the Chief Client Success Officer to collate 350+ complex customer agreements into a single structured dataset — the organization’s first true source of truth for active ARR
- Built Standard Operating Procedures for Customer Success personnel to maintain and update the dataset — ensuring it remained accurate without requiring constant manual intervention
- Developed a board-ready dashboard that gave executive leadership clear, digestible visibility into: revenue at risk, customer sentiment signals, newly secured renewals, and full NRR calculation
- Successfully rolled out the new processes, SOPs, and reporting standards globally to teams across EMEA, Australia, and the UK
Results
- +75% improvement in confidence in recurring revenue reporting
- $180M+ in revenue at risk identified and made visible for the first time
- +15% improvement in revenue predictability
- Board-ready dashboard adopted by executive leadership for ongoing retention and growth decisions
- Global rollout completed across EMEA, Australia, and the UK
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