Performance Reviews
individual contributor
Customer Success Performance Review
CSM review — NRR, churn / save, expansion sourced, health, renewal execution.
Built for:
Customer Success
SaaS
What's inside this template
Numbers
- Net Revenue Retention (NRR)
- Gross retention / churn rate
- Expansion sourced ($)
- NPS / customer satisfaction trend
Account Management
- Health-score discipline (timely updates, accurate signals)
- QBR quality and frequency
- Proactive at-risk save behavior
Internal Collaboration
- Partnership with AE / Sales
- Voice-of-customer feedback to Product
Manager Assessment
- Top save / expansion this period
- Coaching focus for next period
Common use cases
Quarterly CS review
NRR-based comp calibration
Related templates
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