Predict which customers are at risk of churning and take action before you lose them. Track churn rate, net revenue retention, and at-risk ARR in one view.
Losing a customer is expensive. Replacing them is even more expensive. This dashboard identifies which accounts are most likely to churn before it happens, so your team can act while there is still time. Churn rate, net revenue retention, at-risk customers, and expansion revenue are calculated automatically from your live customer data, updated as activity and payment patterns change, and traceable back to the source. When something looks off, you can run HeronAI's anomaly detection and outlier detection to pinpoint exactly what changed and why. Need context fast? Ask Aimee which accounts need attention or what is driving churn this month and get a data-backed answer in seconds.
Customer success teams managing retention who need to know which accounts to prioritize today, not after they have already cancelled.
Revenue leaders tracking net revenue retention who want to understand how churn, contraction, and expansion interact to drive or erode growth.
CFOs and founders who need to understand how churn affects ARR trajectory and cash runway.
Sales teams who want to identify upsell opportunities in healthy accounts and save efforts for at-risk ones.
Board members and investors who want visibility into retention metrics between quarterly reporting cycles.
Proactive retention outreach : The at-risk customer table shows exactly which accounts are flagged, their MRR, health score, and last activity date. Your customer success team starts every week knowing who to call.
Net revenue retention optimization: Track how expansion revenue from upsells compares against contraction and churn. NRR above 100% means your existing customers are growing. Below 100% means you are shrinking from within.
ARR impact forecasting: See your current ARR compared against the predicted post-churn trajectory. The gap between the two lines shows exactly how much revenue is at risk if predicted churn materializes.
Renewal pipeline prioritization: At-risk ARR grouped by renewal window tells you which accounts need attention soonest. Focus your retention efforts where timing and revenue impact overlap.
Customer acquisition vs churn balance: Track new customers acquired against customers lost each month. Sustainable growth requires the first number to consistently exceed the second.
Step 1: Connect your customer data: Link your CRM, billing system, or customer data source to HeronAI. The connection takes about two minutes and your data starts flowing immediately.
Step 2: Your dashboard is ready: HeronAI automatically calculates churn rate, NRR, at-risk accounts, and ARR projections from your live data. No configuration needed.
Step 3: Start using it: Bookmark the dashboard, share it with your customer success team, or review it before your next retention planning session. The numbers are always current, always traceable, and always accurate.
Syncs directly with your accounting system, updated every night
Run anomaly and outlier checks to catch issues before they become problems
Ask questions about your data in plain English and get specific, data-backed answers
See where your metrics are heading, not just where they are today
Every number traces back to its source transaction for complete auditability
Combine data from QuickBooks, Xero, SAP, Google Sheets, and 290+ sources in one view
Control who sees what with organization-scoped permissions and tenant isolation
Start from proven templates and customize to your business instead of building from scratch
Generate boardroom-ready reports from any dashboard in one click