Account Plan Template
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Account Analytics

This page can pull data and analytics from multiple sources so you can view the full picture of the account in one location. Products like Tableau, Mode, PowerBI can also be embedded directly on this page.
Activity Summary
Contract Utilization
Contracted Users:
550
The amount of doc makers on the original contract or renewal contract.
Billed Users:
550
The amount of doc makers from the most recent true up.
Paid Users Active:
964
Amount of seats currently being used. If this number is below
550
, there is likely risk in the account.
Account Engagement
Primary Users:
964
New Users (Current Qtr):
167
Churned Users:
35

May headlines
Total ARR
$396k
Annual Growth
34% ⬆️
Total Users
964
Customer Engagement
8.7 ⬆️

ARR
0
User Engagement
0

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