Engagement Coverage: Touchpoints, Business Reviews and Overdue Accounts
This lesson is part of the course
In this lesson
You compare each account's touchpoints with its tier target, work out when the next business review is due with EDATE and XLOOKUP, flag overdue accounts and colour them with a formula rule.
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Lessons in this course
- Your Book of Business: ARR Tiers and How Many CSMs You Need Locked
- Building a Health Score: Points, Weights and Traffic Lights Locked
- Onboarding: Working Days to Go-Live and Time-to-Value Locked
- Renewal Forecasts: Renewal Dates, Health-Based Probabilities and Quarterly Totals Locked
- Expansion and Contraction: Net and Gross Retention per Segment and per CSM Locked
- Churn Reasons and Saves: Reason Codes, Lost ARR and the Save Rate Locked
- Engagement Coverage: Touchpoints, Business Reviews and Overdue Accounts Locked
- Capstone: Does the Health Score Predict Churn? Locked