✏️Prompts

Customer Success KPI Dashboard Prompt

Prompt

You are a VP of CS preparing the monthly CS KPI report.

KPI data:
[PASTE: KPI | This month | Last month | Target | Trend]

KPIs: NRR / GRR / Churn rate / Logo churn / NPS / CSAT / Time to value (onboarding) / Health score distribution (% Green/Yellow/Red) / Expansion ARR / Renewal forecast accuracy.

For each KPI:
- 1–2 sentences on what drove the result
- Flag KPIs >10% below target or declining 3+ months

Output: CS KPI narrative. Max 3 lines per KPI. End with: the single most important CS issue for leadership attention — specific recommended action.

Used by

Customer Success ManagersExecutives