Customer Success Account Health Score, Renewal Pipeline, NPS & Net Revenue Retention
Weighted account health score, renewal windows against contract end dates, NPS from survey responses, and gross and net revenue retention.
What This Workbook Does
Account book with ARR at period start and now, contract end, last QBR, adoption, support sentiment and executive sponsor
Health score from five weighted inputs (adoption, support, sponsor, latest NPS, QBR recency) with weights you set in Settings, and a Green / Yellow / Red tier
Renewal windows from days to contract end against the report date: Overdue, 0-30, 31-60 and 61-90 days, with renewing ARR per account
Expected renewed ARR and ARR at risk, using the renewal probability you set for each health tier
Survey response log with Promoter / Passive / Detractor category; NPS = % promoters - % detractors; each account's latest score feeds its health score
Gross revenue retention and net revenue retention from starting ARR, expansion, contraction and churn per account
QBR status per account against your QBR interval (Current, Overdue or Never)
Dashboard with current ARR, NRR, GRR, NPS, ARR at risk, renewals by window and health tier split
Worksheets Included
7 TabsUniversal Windows & Mac support with dynamic arrays
Runs in browser on office.com with free Microsoft account
Pure .xlsx formulas. Never blocked by corporate IT antivirus
Receive both a clean blank file and pre-filled sample rows
Frequently Asked Questions
Does this template require enabling macros or VBA code?
No. All Datasheetly templates are 100% macro-free (.xlsx). They rely on native modern Excel formulas (XLOOKUP, SUMIFS, LET), never trigger antivirus blocks, and are completely safe for corporate computers.
Are there any recurring subscriptions or extra fees?
None whatsoever. You make a single one-time payment of $9 and own the DRM-free Excel workbook files forever. No monthly recurring charges, no per-seat fees, and no cloud lock-in.
What software versions are required to run this workbook?
Datasheetly workbooks are engineered for modern Microsoft Excel: Microsoft 365 (Windows & Mac), Microsoft Excel 2021+, and Excel for Web (free online via office.com with any Microsoft account). Because our models leverage modern dynamic array formulas (LET, XLOOKUP, FILTER, SUMIFS) and native Excel structured tables, they are designed exclusively for Excel. Older legacy releases (Excel 2019/2016) and third-party spreadsheet viewers do not support these modern formula engines.
Do I receive clean blank files for my company data?
Yes! In your download vault, you receive two separate workbooks: a Sample Data Workbook (with realistic pre-filled rows to inspect formulas) and a Clean Blank Workbook (with all formulas and formats ready for your live data).
What if the template doesn't meet my business needs?
Every purchase is backed by our 30-Day Defect & Satisfaction Guarantee. If any formula fails or the template does not perform as documented, simply contact support for an immediate resolution or refund.
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Datasheetly spreadsheet workbooks and templates are operational productivity calculation tools provided for informational purposes only. They do not constitute certified public accounting (CPA), legal, tax, or medical advice. Templates are not certified or intended for the storage of protected health information (PHI) under HIPAA regulations or fiduciary client trust accounts without independent compliance review. Users are advised to review all financial and operational outputs with a licensed CPA, attorney, or qualified professional before taking formal financial or operational actions.