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Power BI Reporting for Freshsuccess: Drive Proactive Customer Success with Real-Time Health and Engagement Insights
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FreshSuccess to Power BI

Power BI Reporting for Freshsuccess: Drive Proactive Customer Success with Real-Time Health and Engagement Insights

Can Also be connected to 

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LIVE DASHBOARD
Explore It Yourself

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Power BI turns Freshsuccess customer success data into powerful dashboards that help teams monitor account health, track product adoption, and prioritise retention efforts. With automated reporting, behavioural analytics, and full visibility into the customer lifecycle, Power BI empowers success teams to scale personalised engagement and drive long-term value.

KEY FEATURES

  • Customer Health Scoring & Risk Tracking from Freshsuccess – Monitor engagement signals, usage trends, and renewal risks to proactively manage accounts

  • Product Adoption & Behaviour Analysis – Analyse feature usage and activation patterns to support onboarding and long-term retention

  • Integrated Customer Intelligence – Combine Freshsuccess with CRM, support, and subscription billing data for a 360° view of each account

  • Automated Dashboards & Churn Risk Alerts – Schedule success reports and trigger alerts for inactive accounts, health score drops, or missed success milestones

OTHER DATA SOURCES

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

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