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Customer Distribution: See Your Forecast

View your organisation's renewal likelihood and potential renewal revenue grouped by Engagement Level.

Updated over 6 months ago

Customer Distribution

The Customer Distribution panel gives an overview of your organisation’s accounts, their renewal likelihood and potential renewal revenue, grouped by Engagement Level. See the most impactful Suggested Actions for each Engagement Level, which, if actioned will increase the renewal likelihood of these accounts.

Forecast the Quarter using Customer Distribution

Revenue leaders use the Customer Distribution panel to review quarterly and annual revenue forecasts and assess potential risks. It helps them identify accounts with Very Low, Low, and Medium Engagement Levels that may need attention while also highlighting opportunities to improve forecasts by retaining customers with a high likelihood of renewal.

Customer distribution

The Customer Distribution panel is at the bottom of the Overview page.

Scrolling to bottom of overview page for customer distribution

For customers using Hook with multiple products, the Customer Distribution panel is split by product in each Engagement Level section.

Understanding Customer Distribution

For each Engagement Level, see:

  • Predicted renewal revenue for all accounts with this Engagement Level

  • Number of accounts with this Engagement Level

  • Renewal rate of all accounts with this Engagement Level

  • Spend at renewal, as a percentage of an account’s current ARR, for all accounts with this Engagement Level

In the example below, there are 43 customers with Very Low Engagement Levels, with a total ARR of $2.5m. Customers with similar behaviour in the past renewed at a 7% success rate, with a typical spend of 110% of their current contracted ARR.

Customer Distribution on overview page

View Accounts by Engagement Level

Click on the white box containing the number of customers to see a list of all accounts with the selected Engagement Level. In the example below, click on 43 customers to see this list in the Customers Table.

View accounts by clicking on number of customers under engagement level

The pie chart highlights the proportion of accounts with that selected Engagement Level, compared to your entire book of business. In the example above, 14% of customers have a Very Low Engagement Level which is 16% of total revenue. This is represented by the red wedge in the pie chart.

Improving Engagement Levels

The Suggested Actions list is ordered according to potential impact on your book of business. Click on any Suggested Action to view all accounts where that suggested action will move the Engagement Level up by at least one level. These accounts can be added to a cadence. This view can be saved in the Customers Table and shared with others in your team.

Click suggested actions on customer distribution panel

Drill Down Into Customer Risk Using Filters

Filter the Customer Distribution panel by any fields or metrics available in the Customers Table. The Customer Distribution panel can be immediately filtered by:

  • Renews in (quarter): View your forecast for specific quarters, or overall.

  • CSM: Understand the risk in each CSM’s book of business.

  • Team manager: See the risk in accounts owned by your team.

  • Segment: View the difference in renewal likelihood for accounts in different segments.

  • Status: The Customer Distribution panel automatically shows active customers, but this can be changed to show churned customers.

Filter customer distribution panel

Add filters for custom fields or Key Metrics by clicking the + Add filter button. For example, add a filter for accounts where the percentage of users with browser extensions is greater than 75%.

Add a filter on Customer distribution

Compare Data using Customer Distribution

Click Compare data to compare the Customer Distribution panel between two different dates. See the difference in ARR and the number of customers in each Engagement Level. Analyse improvements in risk by seeing where accounts have moved Engagement Levels.

Compare data in Customer Distribution

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