Customer Revenue and Retention Dashboard

Understand who actually drives your revenue — and how exposed you are if they leave.

What it shows you

• Revenue by customer, ranked, with cumulative share so concentration risk is obvious
• New versus returning revenue split over time
• Churn and lapsed-customer flags based on your own buying cycles
• Average order value and purchase frequency by segment
• Customer lifetime value ranking

Who it is for

Commercial leaders and owners who need to know where the risk sits before an investor, lender or board asks.

How it works

Paste your sales history into the data sheet. Segmentation and cohort logic runs automatically.

Format

Microsoft Excel (.xlsx) and browser HTML version included.

Coming soon — enquire to register interest.