Customer Success Stream
Customer Success
Bridget (Large Deals) · Anne (Renewals/Uplift) · Jonathan (IT Adjacency) · Thando (Account Health)
Annual Target
R 2 400 000
FY26 full year
Q1 Target
R 600 000
Locked
Actual YTDOn Track
R 698 288
116% achieved
Gap to CloseAt Risk
-R 98 288
Remaining Q1 pipeline
01
Q1 Progress
Actual vs Q1 target
100%Q1
GRR Target
≥ 90%
Current: 84%
At RiskDRR Target
≥ 110%
Current: 104%
At Risk02
Revenue Composition
Q1 target vs actual by category
- Target
- Actual
03
GRR & DRR Retention Trend
Monthly trend — target GRR ≥ 90%, DRR ≥ 110%
- GRR %
- DRR %
04
Key Account Health Monitor
Thando owns health mapping — flag at-risk 120 days out
Absa
Charlotte / Bridget
Health Score88%
R 2 751 425
Account value
Sanlam
Freddie / Bridget
Health Score82%
R 71 869
Account value
DLK Group
Thando
Health Score74%
R 46 950
Account value
Altron
Freddie
Health Score78%
R 5 250
Account value
Woolworths
Freddie
Health Score71%
R 55 487
Account value
Glacier Financial
Freddie
Health Score68%
R 27 063
Account value
05
7-Funnel BAR — Q1 Activity Targets
Weekly targets × 13 weeks
F1 Health Map65 / qtr
Thando
F2 Outreach52 / qtr
Thando + Anne
F3 Discovery39 / qtr
Anne + Bridget
F4 Proposal26 / qtr
Bridget reviews >R300k
F5 Renew/Uplift13 / qtr
Anne (renewals) | Jonathan (IT uplift)
F6 Adjacency13 / qtr
Jonathan + Bridget
F7 Buoyancy26 / qtr
Thando
06
PMF RAG Scorecard
Demand · Satisfaction · Efficiency
| Dimension | Score | Status | Implication |
|---|---|---|---|
| Demand (Adjacency) | 8/10 | On Track | Absa adjacency R2.75m pipeline — strong F6 motion |
| Satisfaction (Repeat) | 7/10 | On Track | Repeat CS R163,809 — Freddie Kleynhans accounts solid |
| Efficiency (New Logos) | 4/10 | Critical | New CS only R46,950 — Thando pipeline must grow |