Customer success dashboard template for Consulting
A customer success dashboard tailored for a consulting practice. Which accounts are about to churn while they still look healthy? Upload your own CSV or Google Sheet and it charts health score distribution, product adoption rate, time to first value automatically — free, no signup.
KPIs this dashboard tracks
surfaces at-risk accounts before renewal
low adoption is the leading indicator of churn
slow onboarding predicts early cancellation
a spike often precedes a downgrade
billable time is the entire product
the gap between hours worked and hours actually paid
Charts it builds
- Accounts by health score — bar of
accountsbyhealth_band - Adoption over time — line of
active_usersbyweek
Columns your data needs
Map your spreadsheet to these (messy headers are matched automatically):
accounthealth_scoreactive_usersticketsrenewal_dateplanengagementconsultant
Benchmark
Consultancies target consultant utilization of 70-80% and realization above 90%.
What to look for
For a consulting customer success view, the metrics that move decisions are health score distribution and product adoption rate. Consultancies target consultant utilization of 70-80% and realization above 90%.
FAQ
At minimum: account, health_score, active_users, tickets, renewal_date, plan, engagement, consultant. Dashboard AI maps messy real-world headers to these automatically.
Health score distribution (surfaces at-risk accounts before renewal); Product adoption rate (low adoption is the leading indicator of churn); Time to first value (slow onboarding predicts early cancellation); Support ticket volume by account (a spike often precedes a downgrade).
Consultancies target consultant utilization of 70-80% and realization above 90%.
Paste a few rows of CSV (with a header row). Runs entirely in your browser — nothing is uploaded.