Dashboard Use Cases/Forecasting & PlanningCustomer Success Manager

I need a dashboard projecting NDR for the next 4 quarters, decomposed into gross retention, expansion, and contraction components, with sensitivity analysis on churn rate changes.

Forecasts net dollar retention by modeling its components to understand how changes in churn or expansion rates affect overall retention.

Metrics & KPIs

Projected NDRGross retention forecastExpansion forecastContraction forecastSensitivity range

Required Data

Retention dataexpansion datacontraction datachurn datacohort analysis

Data Sources

Billing/PaymentsCRMData Warehouse

Works with tools like

StripeChargebeeRecurlyPaddleZuoraSalesforceHubSpotPipedriveCloseCopperSnowflakeBigQueryRedshiftDatabricksClickHouse

How Bruin builds this

Bruin

Bruin AI Dashboards

I need a dashboard projecting NDR for the next 4 quarters, decomposed into gross retention, expansion, and contraction components, with sensitivity analysis on churn rate changes.

Bruin connects to your Billing/Payments, CRM, Data Warehouse and builds the dashboard automatically.

It visualises Projected NDR, Gross retention forecast, Expansion forecast and delivers a live, interactive dashboard in seconds, no SQL or configuration needed.

Bruin AI Dashboards

Dashboard use cases across every team, from executive reporting to engineering velocity, marketing funnels to financial planning. Describe what you need, get a live dashboard in seconds.

Business AnalystCEO/FounderCFO/Finance DirectorCustomer Success ManagerData AnalystEngineering ManagerHR/People ManagerOperations ManagerProduct ManagerSupport ManagerVP of MarketingVP of Sales

Build this dashboard in seconds

Describe what you need in plain English. No SQL, no drag-and-drop, no waiting.