🎯
Business Objectives
- ›Grow revenue per customer
- ›Reduce churn
- ›Improve customer self-service
⚙️
Operational KPIs
- ›WOs per customer / month
- ›On-time per customer
📈
Management KPIs
- ›Customer LTV
- ›Net revenue retention
- ›Gross margin per customer
🤝
Customer KPIs
- ›SLA adherence
- ›Quote-to-order conversion
- ›POD turnaround
🗄️
Available Data
- ›Customer profile, contract terms
- ›WO volume and value over time
- ›SLA performance per customer
- ›Quote / inquiry history
✨
AI Use Cases
- ›Churn prediction
- ›Account growth opportunity scoring
- ›Customer-specific SLA risk alerting
🔮
Predictive Analytics
- ›Next-90-day volume forecast per customer
- ›Likelihood to convert open quotes
🚨
Anomaly Detection
- ›Sudden drop in customer activity
- ›Margin compression on a key account
🎁
Recommendation Engines
- ›Upsell lanes / services
- ›Pricing adjustment suggestions
🤖
AI Copilot Features
- ›'Draft a QBR for Enterprise Holdings'
💬
Natural-Language Reporting
- ›'Top customers by margin this quarter'
📊
Executive Dashboard Metrics
- ›Top 10 by revenue, SLA % per top customer, churn risk list
⚡
Workflow Automation
- ›Auto-send weekly performance report to customer
- ›Auto-flag at-risk accounts for CSM
🛰️
Autonomous Agents
- ›Customer Success Agent monitors and emails at-risk accounts
🖥️
Recommended Dashboards
- ›Account Health
- ›Growth Opportunities
- ›Customer SLA
💡
Example Executive Insights
- ›Avis SLA at 91.3% — churn risk Medium, retention play available
- ›Enterprise underutilized in PHX lane — $42k/mo opportunity
📦
Required Datasets
- ›customers
- ›work_orders
- ›quotes
- ›inquiries
- ›invoices
📅
Historical Data Needed
18–24 months
🧠
ML Models / AI Approaches
- ›XGBoost churn classifier
- ›Uplift models for growth