Operational Reports
Operational reports provide YeboLearn's teams with detailed, actionable metrics to drive day-to-day execution and tactical decisions. These reports focus on specific team performance, granular metrics, and operational improvements.
Daily Operational Reports
Morning Revenue Report
Delivery: Email (Automated) at 8:00 AM daily
Recipients: CEO, CFO, CRO
Format: Plain text email
Sample Report:
YeboLearn Daily Revenue Report
Tuesday, November 28, 2025
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REVENUE SNAPSHOT
Yesterday's MRR Change: +$2,400
Month-to-Date MRR Change: +$9,000
Current MRR: $247,000
Target MRR (End of Month): $250,000
Gap to Target: -$3,000 (99% achieved)
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NEW CUSTOMERS (Yesterday: 1 school)
1. Oakwood Academy (Professional)
- Location: Western Cape
- Students: 285
- MRR: $1,800
- Source: LinkedIn → Email nurture
- Sales Rep: David K.
- Notes: Converted in 32 days (fast!)
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EXPANSION REVENUE (Yesterday: 1 upgrade)
1. Maplewood High School
- Upgrade: Professional → Enterprise
- Reason: Student count exceeded 300
- MRR Change: +$1,800 → $4,500 (+$2,700)
- CSM: Jessica R.
- Notes: Proactive outreach led to upgrade
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CHURNED CUSTOMERS (Yesterday: 0)
No churn yesterday. 🎉
Last churn: Nov 24 (3 days ago)
MTD churn: 3 schools, $2,500 MRR
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AT-RISK ACCOUNTS (Requiring Attention)
1. Springfield Academy (Essentials, $833/mo)
- Risk: No login in 10 days
- Health Score: 32 (critical)
- Action: CSM Jessica scheduled call for today
- Owner: Jessica R.
2. Cedar Valley School (Professional, $1,800/mo)
- Risk: Support ticket unresolved for 8 days
- Health Score: 45 (at-risk)
- Action: Escalate to CPO, resolve today
- Owner: Support team + CPO
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PIPELINE ACTIVITY (Yesterday)
New Opportunities: 5 ($100,000 total value)
Demos Completed: 3
Proposals Sent: 2
Deals Closed: 1 (Oakwood Academy)
Deals Lost: 1 (to Competitor A, price)
Current Pipeline: $3,070,000 (107 opportunities)
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NEXT STEPS
- Follow up with 2 at-risk accounts today
- Close 3 Enterprise deals in final negotiation ($13.5K MRR)
- Conduct 4 demos scheduled for today
Full dashboard: https://analytics.yebolearn.internal/revenueEvening Sales Activity Report
Delivery: Email (Automated) at 6:00 PM daily
Recipients: Sales team, CRO
Format: Plain text email
Sample Report:
YeboLearn Sales Activity Summary
Tuesday, November 28, 2025
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TEAM PERFORMANCE (Today)
Total Team Activity:
- Calls made: 42
- Emails sent: 85
- Demos conducted: 4
- Proposals sent: 2
- Deals closed: 1
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INDIVIDUAL PERFORMANCE
Sarah M. (AE):
- Calls: 12, Emails: 22
- Demos: 1 (Riverview Academy - went well)
- Proposal: 1 sent (Lincoln Prep - $1,800/mo)
- Notes: Strong pipeline, 2 deals closing this week
David K. (AE):
- Calls: 15, Emails: 28
- Demos: 2 (Cedar Grove, Parkside School)
- Closed: 1 (Oakwood Academy - $1,800/mo) 🎉
- Notes: Hit monthly quota early!
Lisa P. (AE):
- Calls: 8, Emails: 18
- Demos: 1 (Mountain View - needs follow-up)
- Notes: Below activity target, coaching scheduled
New Rep (Ramping):
- Calls: 7, Emails: 17
- Demos: 0 (still in training)
- Notes: On track for first demo next week
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DEALS MOVING FORWARD (Positive Activity)
1. Lincoln Prep School
- Stage: Proposal → Negotiation
- Value: $1,800/mo (Professional)
- Expected close: Dec 2
- Owner: Sarah M.
2. Heritage Academy
- Stage: Demo → Proposal
- Value: $4,500/mo (Enterprise)
- Expected close: Dec 8
- Owner: David K.
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DEALS AT RISK (Need Attention)
1. Riverside School
- Stage: Negotiation (stalled 8 days)
- Issue: Budget approval delayed
- Action: CRO to contact Principal tomorrow
- Owner: CRO + Sarah M.
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TOMORROW'S SCHEDULE
Demos Scheduled: 5
- 9:00 AM: Valley View Academy (Lisa P.)
- 10:30 AM: Coastal School (Sarah M.)
- 2:00 PM: Greenfield Prep (David K.)
- 3:30 PM: Summit Academy (Sarah M.)
- 4:00 PM: Horizon School (David K.)
Proposals Due: 2
- Lincoln Prep (Sarah M.) - follow up call
- Mountain View (Lisa P.) - send proposal
Follow-Ups Needed: 8
- See HubSpot for full list
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QUOTA TRACKER (Month-to-Date)
Quota Actual %
Sarah M.: 5 4 80% (on track)
David K.: 5 5 100% (quota hit!) 🎉
Lisa P.: 5 2 40% (needs support)
New Rep: 3 0 0% (ramping)
────────────────────────────────────────
Team Total: 18 11 61%
Days remaining: 2
Target: 7 more schools to hit team quota
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Pipeline: https://analytics.yebolearn.internal/sales
Questions: Slack #sales-teamPlatform Health Dashboard
Delivery: Real-time dashboard (always available)
Recipients: Engineering team, Operations, CEO
URL: https://status.yebolearn.internal
Dashboard Sections:
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YEBOLEARN PLATFORM STATUS
Last Updated: Nov 28, 2025 14:32 UTC
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OVERALL STATUS: 🟢 ALL SYSTEMS OPERATIONAL
System Components:
🟢 Web Application Operational
🟢 API Services Operational
🟢 Database Operational
🟢 AI Services Operational
🟢 File Storage Operational
🟢 Email Delivery Operational
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REAL-TIME METRICS (Last 5 Minutes)
Active Users: 2,840 users
Requests/Second: 485 req/sec
Error Rate: 0.08%
Avg Response Time: 280ms
Queue Depth: 42 jobs
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PERFORMANCE METRICS (Last Hour)
API Response Time:
p50: 185ms ████████░░
p95: 420ms ████████████████░░
p99: 680ms ██████████████████████
Page Load Time:
p50: 1.2s ████░░
p95: 2.8s ███████████░░
p99: 4.1s ████████████████░░
Error Breakdown:
5xx errors: 12 (Server errors)
4xx errors: 28 (Client errors)
Timeouts: 3 (API timeouts)
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INFRASTRUCTURE STATUS
AWS Compute:
CPU Usage: 42% ████░░░░░░
Memory Usage: 68% ███████░░░
Disk Usage: 52% █████░░░░░
Database:
Connections: 285/500
Query Time: 45ms avg
Slow Queries: 2 (see logs)
CDN (Cloudflare):
Cache Hit Rate: 94%
Bandwidth: 2.8 TB/day
DDoS Blocked: 0 attempts
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UPTIME (30-Day)
Current Month: 99.94%
Last Incident: Nov 15 (26 min, database maintenance)
MTTR: 26 minutes
SLA Target: 99.9% ✓
Incident History:
Nov 15: Database maintenance (planned, 26 min)
Oct 28: API timeout (unplanned, 12 min)
Oct 12: CDN issue (unplanned, 8 min)
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ALERTS (Active)
⚠️ WARNING: Database CPU elevated (75%)
Time: 14:15 UTC
Action: Monitoring, will scale if persists
Owner: DevOps team
⚠️ WARNING: Memory usage high (68%)
Time: 14:20 UTC
Action: Scheduled restart at 22:00 UTC
Owner: DevOps team
No critical alerts. ✓
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SCHEDULED MAINTENANCE
Next Maintenance: Dec 5, 2025 22:00-23:00 UTC
Type: Database upgrade (PostgreSQL 14 → 15)
Expected Downtime: 30-45 minutes
Status: Scheduled, customers notified
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Sales Team Weekly Report
Delivery: Email at 9:00 AM every Monday
Recipients: Sales team, CRO
Sample Report:
Sales Team Weekly Report
Week of November 22-28, 2025
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TEAM PERFORMANCE
Weekly Results:
- New Customers: 4 schools
- Total New MRR: $6,600
- Team Win Rate: 44% (vs 42% target) ✓
- Avg Deal Size: $1,650/mo (vs $1,500 target) ✓
Activity Metrics:
- Calls: 210 (target: 200) ✓
- Emails: 425 (target: 400) ✓
- Demos: 18 (target: 15) ✓
- Proposals: 8 (target: 8) ✓
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INDIVIDUAL PERFORMANCE
Rep Quota Actual % Win Rate Avg Deal
──────────────────────────────────────────────────────
Sarah M. 5 2 40% 50% $2,250
David K. 5 1 20% 48% $1,800
Lisa P. 5 1 20% 40% $900
New Rep 3 0 0% N/A N/A
──────────────────────────────────────────────────────
Team Total 18 4 22% 44% $1,650
Status: Behind pace (need 14 more this month)
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PIPELINE HEALTH
Current Pipeline: $3,070,000 (107 opportunities)
By Stage:
Qualified: 45 opps, $1,280K value
Demo Complete: 32 opps, $890K value
Proposal Sent: 18 opps, $520K value
Negotiation: 12 opps, $380K value
Pipeline Coverage: 3.2x (healthy)
Pipeline Additions This Week: 22 new opps ($440K)
Pipeline Losses This Week: 15 opps ($300K)
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WINS & LOSSES
Wins This Week (4):
1. Oakwood Academy - $1,800/mo (David K.)
Win factor: AI features, strong demo
2. Heritage School - $1,800/mo (Sarah M.)
Win factor: Ease of use, teacher testimonials
3. Valley Prep - $2,100/mo (Sarah M.)
Win factor: ROI demonstration, pricing
4. Coastal Academy - $900/mo (Lisa P.)
Win factor: Referral from existing customer
Losses This Week (5):
1. Riverside High - Lost to Competitor A (price)
2. Summit School - Budget constraints
3. Greenfield Prep - Lost to Competitor B (features)
4. Horizon Academy - Timing not right (follow up Q1)
5. Parkside School - Lost to Competitor A (existing relationship)
Win/Loss Ratio: 4:5 (44% win rate)
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TOP OPPORTUNITIES (This Week)
1. Lincoln Prep - $1,800/mo (Sarah M.)
Stage: Negotiation
Probability: 80%
Expected close: This week
Action: Final pricing approval needed
2. Mountain View - $4,500/mo (David K.)
Stage: Proposal
Probability: 60%
Expected close: Next week
Action: Executive demo scheduled
3. Cedar Grove - $1,800/mo (Lisa P.)
Stage: Demo → Proposal
Probability: 50%
Expected close: Dec 15
Action: Send proposal this week
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WEEK AHEAD PRIORITIES
Team Goals:
- Close 8 schools (catch up on monthly quota)
- Conduct 20+ demos
- Add 25+ new qualified opportunities
- Improve demo → proposal conversion (45% → 50%)
Individual Focus:
- Sarah: Close 2 Enterprise deals in negotiation
- David: Accelerate Professional pipeline
- Lisa: Increase activity (calls, emails)
- New Rep: Complete training, first demo
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COACHING & DEVELOPMENT
This Week's Training Topic:
"Handling Price Objections" - Tuesday 2pm
Win/Loss Sharing:
- Sarah to present Oakwood win (AI demo approach)
- David to discuss Riverside loss (competitive positioning)
1:1 Coaching Sessions Scheduled:
- Lisa P.: Monday 3pm (activity improvement)
- New Rep: Wednesday 10am (demo preparation)
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Questions or concerns: Slack #sales-team
CRM: https://yebolearn.hubspot.comMarketing Team Weekly Report
Delivery: Email at 9:00 AM every Monday
Recipients: Marketing team, CMO
Sample Report:
Marketing Weekly Report
Week of November 22-28, 2025
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FUNNEL PERFORMANCE
Weekly Results:
- Website Visitors: 3,120 (vs 2,850 target) ✓
- Leads Generated: 87 (vs 80 target) ✓
- MQLs: 31 (vs 30 target) ✓
- MQL Rate: 36% (vs 35% target) ✓
- Cost per Lead: $27 (vs <$35 target) ✓
Conversion Rates:
- Visitor → Lead: 2.8%
- Lead → MQL: 36%
- MQL → SAL: 48%
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CHANNEL PERFORMANCE
Channel Spend Leads CPL MQLs CPM ROI
────────────────────────────────────────────────────
LinkedIn $1,050 21 $50 8 $131 6.2:1
Email $375 28 $13 11 $34 14.8:1
WhatsApp $200 12 $17 5 $40 11.5:1
Content/SEO $300 16 $19 4 $75 7.8:1
Events $550 10 $55 3 $183 4.2:1
────────────────────────────────────────────────────
Total $2,475 87 $28 31 $80 8.5:1
Best Performer: Email (14.8:1 ROI)
Needs Work: Events (4.2:1 ROI, below target)
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CAMPAIGN HIGHLIGHTS
1. "AI Teacher Tools" Email Campaign
- Sent: 2,850 emails
- Open rate: 42% (above avg)
- Click rate: 8%
- Leads: 28
- MQLs: 11
- Status: Strong performance, continuing
2. LinkedIn "Teacher Pain Points" Ad
- Impressions: 68,000
- CTR: 1.3%
- Leads: 21
- CPL: $50 (target: $45, needs optimization)
- Status: Testing new creative this week
3. Product Demo Webinar (Thursday)
- Registered: 85
- Attended: 38 (45% show-up rate)
- MQLs: 12 (32% conversion)
- Status: Exceeded expectations
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CONTENT PERFORMANCE
Top Content This Week:
1. "5 Ways AI Saves Teachers 10 Hours/Week"
- Views: 620
- Leads: 18
- Conversion: 2.9%
2. Case Study: Maplewood High Success
- Views: 385
- Leads: 12
- Conversion: 3.1%
3. Blog: "Auto-Grading Best Practices"
- Views: 480
- Leads: 8
- Conversion: 1.7%
Published This Week:
- 2 blog posts
- 1 case study
- 5 social media posts
- 1 webinar
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LEAD QUALITY
MQL Quality Indicators:
- Sales acceptance rate: 48% (target: 50%)
- MQL → Customer: 14% (good)
- Avg time to close: 41 days
Top Quality Sources:
1. Webinars: 32% MQL conversion
2. Email nurture: 39% MQL conversion
3. Content downloads: 25% MQL conversion
Improvement Needed:
- LinkedIn lead quality (28% MQL conversion vs 35% target)
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WEEK AHEAD PRIORITIES
Campaigns:
- Launch "Year-End Planning" email series (Dec 1)
- Test new LinkedIn video creative
- Host webinar: "Curriculum Alignment Workshop"
Content:
- Publish 2 blog posts (holiday themes)
- Record 2 customer testimonial videos
- Create Q1 2026 content calendar
Optimization:
- Improve LinkedIn CPL ($50 → $45)
- Increase webinar show-up rate (45% → 55%)
- A/B test email subject lines
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EXPERIMENTS & TESTS
Active Tests:
1. Email subject line test
- A: "Save Time with AI" - 38% open
- B: "10 Hours Back Each Week" - 45% open
- Winner: B (launching to full list)
2. LinkedIn ad creative test
- A: Static image - 0.9% CTR
- B: Video - 1.4% CTR
- Winner: B (shifting budget)
Planned Tests:
- Landing page layout (form position)
- Webinar day/time optimization
- WhatsApp vs SMS outreach
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Questions: Slack #marketing
Analytics: https://analytics.yebolearn.internal/marketingProduct Team Weekly Report
Delivery: Email at 9:00 AM every Monday
Recipients: Product team, CPO
Sample Report:
Product Weekly Report
Week of November 22-28, 2025
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ENGAGEMENT METRICS
Weekly Engagement:
- Daily Active Schools: 109 avg (75% of base)
- Weekly Active Users: 11,240
- Teachers: 1,860 (80% activity rate)
- Students: 9,380 (63% activity rate)
- Platform Sessions: 58,400 total
- Avg Session Duration: 19.8 minutes
Trends:
- DAS: ↗ +2% week-over-week (good)
- WAU: ↗ +3% week-over-week (growing)
- Session duration: → Stable
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FEATURE ADOPTION
Top Features (Weekly Active Schools):
1. AI Lesson Planner: 118 schools (81%)
2. Smart Quiz Generator: 108 schools (75%)
3. Auto-Grading: 95 schools (66%)
4. Progress Tracking: 95 schools (66%)
5. Resource Library: 78 schools (54%)
New Feature Performance:
- Live Collaboration: 68 schools (47%)
Status: Growing 2% week-over-week ✓
- Student Analytics: 72 schools (50%)
Status: Hit 50% adoption milestone! 🎉
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PLATFORM PERFORMANCE
Uptime & Performance:
- Uptime: 99.96% (above SLA) ✓
- Avg Load Time: 1.8s (target: <2.0s) ✓
- Error Rate: 0.11% (low) ✓
- API Response: 275ms (good) ✓
Incidents This Week:
- Nov 24: Database slow query (resolved in 15 min)
- Nov 26: AI API timeout spike (OpenAI issue, 8 min)
Total Downtime: 23 minutes (acceptable)
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USER FEEDBACK
NPS Responses This Week: 42 responses
- Promoters (9-10): 28 (67%)
- Passives (7-8): 10 (24%)
- Detractors (0-6): 4 (9%)
- NPS Score: 58 (excellent)
Top Positive Feedback:
1. "AI lesson planner saves me hours" (15 mentions)
2. "Auto-grading is incredibly accurate" (12 mentions)
3. "Easy to use, intuitive interface" (9 mentions)
Top Complaints:
1. "Quiz generator is slow sometimes" (5 mentions)
2. "Want more curriculum options" (4 mentions)
3. "Mobile experience needs work" (3 mentions)
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BUGS & ISSUES
New Bugs Reported: 12
Bugs Fixed: 15
Bugs Remaining: 48 open
By Severity:
- Critical (P1): 0 ✓
- High (P2): 3 (in progress)
- Medium (P3): 18 (8 in progress)
- Low (P4): 27 (backlog)
Top Issues:
1. Quiz Generator timeout (P2) - fix in progress
2. Parent Portal email notifications (P2) - fixing this week
3. Mobile layout on tablets (P3) - scheduled for Dec
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DEVELOPMENT PROGRESS
Sprint Progress (Sprint 23):
- Planned: 35 story points
- Completed: 28 story points (80%)
- In Progress: 7 story points
- Status: On track, shipping Friday
Key Features Shipped:
✓ Auto-grading improvements (faster processing)
✓ Lesson planner template library expansion
✓ Student analytics dashboard redesign
In Development:
- Assessment Builder (60% complete, Jan launch)
- Mobile app (iOS) (45% complete, Q1 launch)
- Advanced reporting (30% complete, Q2 launch)
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USER RESEARCH
This Week's Activities:
- User interviews: 4 teachers, 1 administrator
- Usability test: Assessment Builder prototype (6 users)
- Survey: Mobile usage patterns (85 responses)
Key Insights:
1. Teachers want faster quiz generation (current: 15s, target: <10s)
2. Mobile app is highly anticipated (72% would use daily)
3. Assessment Builder prototype tested well (4.2/5 satisfaction)
Next Week:
- Beta test Live Collaboration v2 with 8 schools
- Survey Parent Portal users (usage patterns)
- Interview 3 Enterprise customers (advanced needs)
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WEEK AHEAD PRIORITIES
Development:
- Ship Sprint 23 features (Friday)
- Fix 2 high-priority bugs (Quiz Gen, Parent Portal)
- Complete Assessment Builder design
- Continue mobile app development (iOS)
Research:
- Conduct 5 user interviews
- Analyze mobile survey results
- Test Assessment Builder with beta users
Operations:
- Monitor platform stability (holiday traffic)
- Optimize quiz generation speed
- Prepare for year-end traffic spike
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Questions: Slack #product
Dashboards: https://analytics.yebolearn.internal/productCustomer Success Weekly Report
Delivery: Email at 9:00 AM every Monday
Recipients: CS team, CPO, CEO
Sample Report:
Customer Success Weekly Report
Week of November 22-28, 2025
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CUSTOMER HEALTH OVERVIEW
Health Score Distribution:
- Healthy (80-100): 92 schools (63%) 🟢
- Moderate (60-79): 31 schools (21%) 🟡
- At-Risk (40-59): 14 schools (10%) 🟠
- Critical (<40): 8 schools (6%) 🔴
Weekly Changes:
- Improved: 12 schools ↗ (intervention success)
- Declined: 8 schools ↘ (need attention)
- Stable: 125 schools →
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AT-RISK ACCOUNTS (Action Required)
Critical (8 schools, $6,800 MRR):
1. Springfield Academy ($833/mo)
- Issue: No login 12 days
- Action: Call scheduled today
- Owner: Jessica R.
2. Oak Valley School ($1,800/mo)
- Issue: Usage down 45%, support issues
- Action: On-site visit scheduled Wed
- Owner: Marcus T.
3. Riverside Prep ($900/mo)
- Issue: Single user, budget concern
- Action: Renewal call scheduled Tue
- Owner: Sarah L.
(See full list in dashboard)
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CHURN & RETENTION
This Week:
- Churned: 0 schools 🎉
- Saved: 2 schools (were at-risk)
- Valley Prep: Usage intervention successful
- Coastal School: Feature training resolved issues
Month-to-Date:
- Churned: 3 schools ($2,500 MRR)
- Churn rate: 2.1% (target: <3%) ✓
- Churn reasons: Budget (2), Competition (1)
Retention Actions:
- Outreach calls: 15 completed
- Training sessions: 8 conducted
- Feature adoption campaigns: 3 launched
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EXPANSION OPPORTUNITIES
Upgrade-Ready Schools (15 schools, $42K MRR potential):
Essentials → Professional (8 schools):
1. Cedar Grove Academy
- Trigger: Student count grew to 120
- Potential: +$1,100 MRR
- Action: CSM outreach scheduled
- Owner: Jessica R.
Professional → Enterprise (3 schools):
1. Maplewood High School
- Trigger: Using 10+ features, 320 students
- Potential: +$2,700 MRR
- Action: Already upgraded this week! 🎉
- Owner: Marcus T.
(See full list in expansion dashboard)
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SUPPORT PERFORMANCE
Ticket Metrics:
- New tickets: 52
- Resolved: 45
- Open: 48 (up from 35 last week)
- Backlog: Growing (needs attention) 🟠
Response Times:
- First response: 18 min avg (target: <30 min) ✓
- Time to resolution: 4.2 hours (target: <24 hours) ✓
Ticket Breakdown:
- How-to questions: 22 (42%)
- Bug reports: 12 (23%)
- Feature requests: 10 (19%)
- Login issues: 8 (15%)
Top Issues:
1. "How to use quiz generator" (8 tickets)
→ Action: Create video tutorial
2. "Parent portal email not sending" (6 tickets)
→ Action: Bug fix in progress
3. "Slow loading times" (4 tickets)
→ Action: Performance optimization
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CUSTOMER ENGAGEMENT
Quarterly Business Reviews (QBRs):
- Completed: 4 QBRs this week
- Scheduled: 8 QBRs next week
- Outcomes: 2 upsells identified, 3 feature requests
Training Sessions:
- Webinars hosted: 2 (85 attendees)
- 1:1 training: 6 schools
- Topics: AI features, advanced grading
Product Feedback:
- Feature requests collected: 15
- User interviews: 3
- NPS surveys sent: 120 (42 responses)
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WEEK AHEAD PRIORITIES
Retention:
- Contact 8 critical at-risk accounts
- Conduct 3 on-site visits
- Follow up on 12 moderate-risk accounts
Expansion:
- Outreach to 8 upgrade-ready schools
- Complete 8 QBRs (identify upsell opportunities)
- Launch feature adoption campaign for Essentials tier
Support:
- Reduce ticket backlog (48 → 35)
- Create 3 help center articles (top issues)
- Fix Parent Portal email bug
Engagement:
- Host 2 customer webinars
- Send monthly product update newsletter
- Conduct 5 check-in calls with new customers
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Questions: Slack #customer-success
Dashboard: https://analytics.yebolearn.internal/csMonthly Business Review (MBR) Meeting
Schedule: First Thursday of each month, 9:30 AM
Duration: 90 minutes
Agenda:
Executive Summary (5 min) - CEO
- Overall status and key highlights
- Critical decisions needed
Revenue Deep-Dive (15 min) - CFO
- MRR movement analysis
- Cohort performance
- Unit economics review
Sales Performance (15 min) - CRO
- Pipeline review
- Win/loss analysis
- Team performance
Marketing Analytics (15 min) - CMO
- Channel performance
- Campaign results
- Lead quality
Product Metrics (10 min) - CPO
- Engagement trends
- Feature adoption
- User feedback
Customer Success (10 min) - Head of CS
- Churn and retention
- Expansion opportunities
- Support metrics
Strategic Initiatives (10 min) - CEO
- Key projects progress
- Roadmap updates
Open Discussion (10 min) - All
- Questions, concerns, ideas
Action Items: Documented and tracked for next month
Quarterly Planning Reports
Purpose: Align team on Q1 2026 goals and priorities
Reports Created:
Quarterly Goals Document
- Company-level OKRs
- Department goals
- Individual goals (cascade)
Resource Allocation Plan
- Headcount plan by department
- Budget allocation
- Tool/infrastructure needs
Risk Assessment
- Top 10 risks identified
- Mitigation plans
- Owners and timelines
Competitive Analysis
- Market landscape update
- Competitor movements
- Positioning adjustments
Customer Insights Report
- NPS trends
- Feature requests summary
- Churn analysis
Distribution: Full leadership team, board observers
Timeline: Completed 2 weeks before quarter start
Next Steps
- Executive Reports - Board-level and strategic reports
- Reports Overview - Full reporting framework
- Business Analytics - Underlying metrics and analysis