Free template to get you started

Know your Valuable Customers

All valuable customers are important, but not all important customers are valuable. Use this dashboard to identify valuable customers based on three criteria: Revenue, Engagement Depth, and Loyalty.

Free template to get you started

Know your Valuable Customers

All valuable customers are important, but not all important customers are valuable. Use this dashboard to identify valuable customers based on three criteria: Revenue, Engagement Depth, and Loyalty.

Valuable Customer Dashboard
Valuable Customer Dashboard

Loved by 2000+ users in 300+ companies

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loved by 2000+ users in over 300+ companies

how does this dashboard help?

how does this dashboard help?

Gain a better understanding of your customer base through our StackIt Score. Use our 'Know Your Valuable Customers' Dashboard to identify top-tier accounts using a unique scoring system that combines MRR, loyalty, and engagement metrics specifically tailored for SaaS businesses. All customers are important, but not all important customers are valuable. By using this dashboard, you can identify and focus on the truly valuable customers.


Most Valuable Customers


  • Focus: This section leverages the StackIt Score to rank the Top 10 most valuable customers, presenting their company and contact names. The ranking considers addon plan ratios, license numbers, MRR, and loyalty metrics, providing a clear view of who your top-tier customers are and why.

  • Utility: Enables targeted engagement and personalized strategies for high-value customers, fostering stronger relationships and retention.


Monetary Deep Dive


  • Focus: Analyzes the financial contribution of all customers, their percentage contribution to overall MRR, and customer segmentation by MRR.

  • Utility: Helps in identifying key accounts for upsell or cross-sell strategies, ensuring resources are allocated efficiently to drive revenue growth.


Lifetime Value Exploration


  • Focus: Highlights the 10 oldest customers and provides a spread diagram for outlier visibility, alongside segmentation by the time spent with the company.

  • Utility: Offers insights into long-term customer relationships, enabling strategies to appreciate and retain loyal customers, potentially turning them into advocates for the business.


Engagement Depth


  • Focus: Visualizes customer segmentation by AddOn/Plan Ratio and Licenses Bought, offering a two-dimensional matrix to assess customer engagement levels.

  • Utility: Aids in understanding how deeply integrated and reliant your customers are on your service, uncovering opportunities for further engagement, customization, or product development to meet their needs.

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