WrxFlo EOSFunctionsCustomer SuccessDashboard

Customer Success & Value Realisation

Customer Success Dashboard

The single view of customer health, adoption, value and commercial growth — positioned as a value realisation function, not a support function.

WrxFlo Strategic Principle

Everything Back To Value.

Every customer programme is measured by the business outcomes it delivers — ROI, cost savings, revenue generated, and reference willingness.

Customer Health

Loyalty, retention and overall portfolio health

Customer Health Score

At Risk
76

vs target 80

NPS

At Risk
47

vs target 50

Gross Retention

On Track
94%

vs target 92%

Logo Retention

On Track
96%

vs target 95%

Adoption

Are customers using what they bought?

Product Adoption

At Risk
71%

vs target 75%

Feature Utilisation

At Risk
63%

vs target 70%

Time To First Value

On Track
26 days

vs target < 30d

Value Realisation

Quantified business outcomes — Everything Back To Value

Business Value Delivered

At Risk
€42m

vs target €50m

ROI Delivered (median)

At Risk
4.2×

vs target 5.0×

Cost Savings (customer)

At Risk
€18m

vs target €25m

Revenue Generated (customer)

On Track
€28m

vs target €30m

Referenceable Customers

At Risk
17

vs target 25

Commercial Growth

Expansion, upsell and net revenue retention

Expansion Revenue

At Risk
€1.4m

vs target €2.0m

Net Revenue Retention

At Risk
108%

vs target 115%

Strategic Accounts

Top revenue accounts — health, value delivered, renewal & expansion

AccountHealthARRValue DeliveredRenewalExpansion Opportunity
Acme Group
At Riskamber
€1.2m€4.8m ROIOct 2026Module add-on €240k
Northwind plc
On Trackgreen
€980k€6.1m savingsJan 2027Multi-region rollout
Globex Industries
On Trackgreen
€820k€3.4m ROIMar 2027Tier upgrade
Initech
Criticalred
€640kPending baselineAug 2026At-risk — recovery plan in flight
Umbrella Holdings
On Trackgreen
€540k€2.2m savingsFeb 2027Cross-sell — security module
Soylent Corp
At Riskamber
€480k€1.6m ROINov 2026Renewal-in-discovery

Customer Success Governance

Cadence that drives accountability for customer outcomes

  • Monthly Customer Success Review

    Monthly

    Chair · Head of Customer Success

    Portfolio health, churn risks, value delivered

    Attendees: CS team, CCO

  • Quarterly Business Reviews (QBRs)

    Quarterly

    Chair · Head of Customer Success

    Customer outcomes, ROI, roadmap alignment

    Attendees: Customer sponsor, CS, Sales, Product

  • Customer Health Review

    Bi-weekly

    Chair · Head of Customer Success

    Health-score movement, intervention plans

    Attendees: CS, Support, Product

  • Renewal Planning Forum

    Monthly

    Chair · Head of Customer Success

    T-180 renewal pipeline, expansion plays

    Attendees: CS, Sales, Finance

  • Value Realisation Council

    Quarterly

    Chair · Head of Customer Success

    ROI evidence, reference programme, case studies

    Attendees: CS, Marketing, CCO

Value Realisation Framework

Every customer programme captures business outcomes, ROI delivered and reference willingness. Aggregated quarterly to the Leadership Team and used as the primary input to the NRR > 115% Programme.