By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Resource Hub
This is some text inside of a div block.

Customer Success Reporting: The Full Guide

No items found.

Navigating customer data across different platforms is a critical challenge in the SaaS industry, crucial for both Customer Success Managers and stakeholders aiming for growth. Effective Customer Success reporting is not just a tool but a necessity for guiding strategic decisions. This guide cuts through the complexity of analytics to show how to best report your CS efforts to help improve retention, refine forecasting, and drive business success. Whether you're presenting to your boss or strategizing with your team, understanding this process can make a real difference in achieving your goals.

Understanding Customer Success Reporting

Customer success reporting is a crucial process that involves collecting, analysing, and understanding data from customer interactions and how they engage with your products or services. This isn't just a routine task; it's an essential function that turns complex and often disordered data into clear, actionable insights for your team.

According to a study by Dimension Data, 84% of companies that work to improve their customer experience report increased revenue. This statistic underscores the crucial role of Customer Success reporting in strategic decision-making. By equipping businesses with a deep understanding of their customer's needs, preferences, and pain points, Customer Success reporting empowers them to make decisions that enhance the customer experience and drive sustainable growth. In essence, it bridges mere data collection and strategic action, enabling businesses to adapt, innovate, and thrive in an ever-evolving market landscape.

Through this analysis, Customer Success managers can proactively identify opportunities for improvement, forecast emerging trends, and develop strategies that enhance the overall customer experience.

Key Metrics for Customer Success Reporting

As every organisation operates within its unique landscape, the metrics deemed essential for reporting purposes will naturally vary. Although the exact metrics to incorporate will depend on your company's individual circumstances, here are some commonly utilised key metrics to consider:

  • Customer Health Score: Providing a holistic view of customer satisfaction and engagement, this metric considers various factors such as product usage frequency, support ticket trends, and feedback scores. It serves as an indicator of the overall health of your customer relationships.
  • Net Promoter Score (NPS): Gauging customer loyalty and the likelihood of referrals, NPS is instrumental in understanding customer advocacy. A high NPS indicates strong support for your company, contributing to positive word-of-mouth growth.
  • Customer Churn Rate: This metric measures the percentage of customers who have stopped using your service over a specific period, offering insights into customer retention. Monitoring the churn rate can identify potential issues and determine the corrective measures to be taken.
  • Customer Lifetime Value (CLV): Offering insights into the long-term value of your customer relationships, CLV is crucial for sustaining profitability. Maximising CLV involves nurturing and retaining customers over time.
  • Customer Satisfaction (CSAT): Measuring customer satisfaction with your product or service, CSAT helps identify areas for improvement. Understanding customer satisfaction levels is essential for meeting and exceeding expectations.
  • Annual Recurring Revenue (ARR): Quantifying the predictable and recurring revenue generated from subscriptions or contracts annually, ARR provides insights into your business's stability and growth trajectory

How to Choose The Right Reporting Metrics 

Choosing the right reporting metrics is crucial for steering your business towards success. Ensuring that the metrics you select align with your company's goals and objectives is essential. With a strategic approach to metric selection, you can gain valuable insights into customer behaviour and satisfaction, ultimately driving growth and profitability. Here's how to navigate the vast array of metrics available and pinpoint the ones that truly matter for your business:

  • Align with Business Goals: Match metrics with your core business objectives. Whether boosting customer retention or enhancing satisfaction, each metric should serve a purpose in reaching these goals.

  • Prioritise Customer Health Scores: A comprehensive health score covers various aspects of customer engagement and satisfaction. Consider factors like product usage, support ticket trends, and Net Promoter Score (NPS) to gauge overall customer well-being.

  • Focus on Adoption and Usage: Understanding how customers interact with your product is key. Look at metrics such as feature adoption rates, user engagement levels, and time spent on the platform to identify areas for improvement.

  • Consider Financial Indicators: Financial metrics are vital for forecasting growth and assessing the financial health of customer relationships. To gauge performance, monitor metrics like Customer Lifetime Value (CLV), Average Revenue Per User (ARPU), and renewal rates, providing valuable insights into revenue generation, long-term customer value, and engagement likelihood.

Using Tools and Platforms for Effective Reporting

In customer success, the right tools can significantly enhance your ability to analyse and report on customer data effectively. The market is full of platforms designed to streamline this process, but finding the perfect fit requires careful consideration. Key features to look for include real-time analytics, customizable dashboards, and the ability to integrate smoothly with your current systems. These capabilities are crucial for ensuring that the insights you gather are timely and directly applicable to your business's specific context.

A Customer Success Platform like Velaris facilitates a deeper understanding of customer engagement by seamlessly connecting various data points. This kind of solution allows teams to quickly spot trends, evaluate customer health, and adjust strategies effectively, all while automating routine tasks to focus more on strategic goals that boost customer satisfaction and loyalty. Velaris offers customizable dashboards that seamlessly integrate into your reports, delivering comprehensive insights at a glance.

Opting for a platform with these strengths can revolutionise your approach to Customer Success reporting. It opens up a path to more insightful, data-driven decision-making, moving from a complex challenge to a manageable, even rewarding process. With the right tool in hand, the intricacies of customer data become a source of strategic insight rather than a daunting obstacle.

Designing Your Customer Success Reports

Creating Customer Success reports is all about turning data into actionable insights. It's not just about making the reports look good; it's about ensuring they're clear, functional, and directly tied to your strategic goals. Ask yourself: What decisions do I want to inform with this report? Your answer will guide the metrics and visualisations you choose, ensuring they're relevant to your objectives. Here’s 3 things a well designed report will contain:

  1. Various Data Visualisations: Charts and graphs for easy understanding. For instance, heat maps can highlight where customer engagement is highest or lowest
  2. A Compelling Narrative: Tell a story with data, highlighting key points, explaining trends, and suggesting actions to improve the customer experience.
  3. Emphasis on Clarity: Prioritize clear communication by focusing on key insights, simplifying information, and facilitating informed choices to strengthen customer relationships.

Crafting reports with precision to convey insights demonstrates a commitment to delivering exceptional value and fostering enduring customer relationships. This attention to detail in report design not only strengthens organisational capabilities but also underscores a commitment to excellence in Customer Success initiatives.

Challenges in Customer Success Reporting

Embarking on the journey of Customer Success reporting comes with its unique set of challenges, requiring a clear understanding to navigate effectively. Teams commonly face challenges such as:

  • Volume Overwhelm: The abundance of available data can be overwhelming, leading to difficulty in identifying the most pertinent information.

  • Integration Gaps: Without seamless integration between systems, manual report compilation becomes arduous and prone to errors.

  • Time Constraints: Generating meaningful reports demands a significant time investment, potentially diverting attention from other critical Customer Success activities.

  • Skillset Gap: Mastery of complex analytical tools presents a steep learning curve, hindering the effective utilisation of Customer Success Platforms.

  • Evolving Metrics: Adapting to changing industry benchmarks and KPIs is essential to prevent reports from becoming outdated.

Utilising a Customer Success Platform helps minimise most traditional hurdles encountered in the reporting function. Velaris offers an intuitive interface that empowers users across your team to effortlessly navigate vast volumes of data. It also helps you streamline your reporting process so you can focus your efforts on delivering exceptional outcomes without being overwhelmed by data or hindered by integration gaps.

These challenges underscore the necessity for a strategic approach to Customer Success reporting. Utilising appropriate tools and consistently refining metrics and processes are vital steps to overcoming these obstacles. Remember, the journey toward insightful reporting is iterative—a continuous process of learning, adapting, and evolving.

Customer Success Report Final Checklist

As you approach the final stages of crafting your Customer Success report, ensuring it meets the necessary criteria is paramount. Here's a checklist to guarantee that your report is complete, accurate, and actionable:

  • Clarity and Precision: Ensure that every piece of data, chart, and metric is presented with clarity and precision, free from ambiguity. Each element should serve a clear purpose and contribute to the overall narrative of the report.
  • Accuracy: Verify the accuracy of the data presented in the report to maintain credibility and trustworthiness. Cross-reference data sources and validate calculations to eliminate any errors or discrepancies.
  • Relevance: Evaluate the relevance of the information included in the report to ensure that it aligns with the strategic objectives and priorities of the organisation. Focus on metrics and insights that directly impact key business outcomes.
  • Actionable Recommendations: Based on the insights derived from the data presented in the report, provide actionable recommendations. Offer practical guidance and strategies for addressing challenges and leveraging opportunities identified through analysis.

By adhering to these essential criteria, your Customer Success report will inform stakeholders and empower them to make informed decisions and drive meaningful outcomes for the organisation.


In conclusion, mastering the art of Customer Success reporting is paramount for businesses aiming to thrive in today's competitive landscape. By harnessing the power of data analytics and strategic insights, organisations can unlock a wealth of opportunities to enhance customer satisfaction, drive growth, and foster long-term relationships. From prioritising accuracy and relevance to providing actionable recommendations, a well-crafted Customer Success report serves as a compass, guiding businesses toward success.

By leveraging the right metrics and tools, you can transform raw data into actionable insights that propel your business forward. With each report, strive to uncover valuable insights, anticipate customer needs, and drive impactful outcomes that elevate the customer experience and fuel business growth.

To understand how Velaris can streamline the creation of your next report with its intuitive interface and comprehensive suite of tools, book a demo today.

Ready to discover your new Customer Success superpower?

Velaris will obliterate your team’s troubles and produce better experiences for your customers…and set up only takes minutes. What’s not to love? It’s, well, super!

Request a demo
Thank you for your interest! Check your email for more information.
Make sure to check your promotions/spam folder!
Oops! Something went wrong. Try again