Monthly Customer Success Report Template

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The monthly CS report helps your team improve onboarding and engagement in your product by tracking important engagement analytics. Improve your ongoing customer success efforts by keeping track of success strategies and engagement metrics to make more informed business decisions.

You should include any and all details about campaigns and success initiatives you’ve worked on throughout the past month, engagement metrics like customer service performance, renewals, health scores and more.

Yes! You can invite as many people as you’d like to collaborate on your support team reports. As a platform, Xtensio helps improve the way your team works.

Easily. Xtensio’s templates are fully customizable. You can use it as is simply by typing and editing the instructional text, and replacing images. If you’d like to go further apply any style you like. Change colors and fonts to match your branding. With drag and drop editor you can modify the layout, and repurpose the template for your specific needs. 

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Customer Success toolbox and Operations toolbox to find more templates and resources.