92%
Know which customers will grow - and which are about to leave.We model churn and expansion risk across the journey.
Customers is the heart of what we do: we model the full economic life of every relationship - who is at risk of leaving, who is worth the most, and who will expand - score churn risk early, and hand you the move to get ahead of it. Keep more, grow more, stop the silent leaks.
CustomersDemonstrative data
Customers by stage · last 13 weeks, churn & expansion risk scored
EnquiryQualifiedQuoteNegotiationWonNet rev. retention
112%
▲ 6pp
Churn rate
6.2%
▼ 1.4pp
At-risk revenue
$1.9M
21 accounts
Repeat rate
34%
▲ 3pp
Avg lifetime
$118K
per customer
Active customers
1,840
▲ 6%
Service analytics from the team behind $150M+ in revenue influenced
What it answers
The questions that decide whether you grow or leak.
Not a contact count. Who is about to leave, what each customer is worth over their life, and which accounts will expand.
01
Which customers are about to leave?
We score churn risk early from real behaviour - job frequency, response time, spend trend - and hand you the accounts to save while there is still time.
02
What is a customer worth over their whole life?
Lifetime value modelled from actual repeat and expansion revenue, so you invest in keeping the relationships that matter, not chasing one-off jobs.
03
Which accounts will expand, and which will shrink?
Net revenue retention by account, so growth from your existing base is a plan rather than a surprise.
04
Why do customers stop coming back?
The churn signals that actually predict it, ranked, so you fix the cause and not the symptom.
05
Where in the journey do we lose them?
The stage and moment relationships go cold, so retention effort lands where it changes the outcome.
06
Who are the best customers to protect?
Ranked by lifetime value and expansion potential, so your most valuable relationships get defended first.
Churn risk
Know which customers are about to leave - and act first.
The most valuable thing analytics can tell a service business is who is quietly leaving. We model churn risk from real behaviour and score every account, then hand you the at-risk list with the signal and the move - so you intervene before the revenue is gone, not after.
- Scored early - churn probability from your own behaviour signals
- The why, not just the flag - the signal driving each score
- A move per account - the action to get ahead of it
Customers · churn riskLive
Churn-risk model · at-risk customers, scored
| Customer | Value | Churn risk | Signal | Get ahead of it |
|---|---|---|---|---|
| Atlas Build Co | $142K | High | No job in 9mo, 2 quotes unanswered | Owner call + retention offer this week |
| Marrickville Group | $98K | High | Spend down 41% QoQ, slower replies | Account review, find the blocker |
| Coastal Facilities | $76K | Med | Smaller jobs, longer gaps | Check-in + maintenance upsell |
| Northgate Pty | $64K | Med | Single job, no repeat in 6mo | Nurture sequence + case study |
| Vertex Services | $51K | Low | Steady, on cycle | Monitor |
$1.9M of revenue sits in 21 accounts scored high or medium churn risk. Each carries the signal that flagged it and the move to get ahead of it - the model drives the save, not just the dashboard.
Retention
See how many customers - and dollars - you keep.
Acquisition gets the attention; retention pays the bills. Tracking logo and revenue retention over time turns a vague worry into a number you manage, and shows whether the customers you lose are the small ones or the ones that matter.
- Logo vs revenue - keep-rate of customers and of dollars
- Where it leaks - the months retention drops
- Cohort-aware - newer intakes against older
Customers · retentionLive
Retention · % of customers and revenue kept over time
You keep 76% of customers and 84% of their revenue at 12 months. The gap between the lines is where small accounts churn but big ones stay - and where a retention play pays back fastest.
Expansion & net revenue retention
Grow existing accounts faster than you lose them.
The strongest service businesses grow their base before they add to it. Net revenue retention nets expansion against contraction and churn, so you can see whether your existing customers alone are a growth engine - and which accounts to lean into.
- Expansion vs churn - the full movement of your base
- Above 100% - growth without new acquisition
- Account-level - who to grow, who to defend
Customers · expansionLive
Net revenue retention · expansion vs contraction & churn
Existing customers grew +22% through expansion, against -4% contraction and -6% churn - a net 112%. Above 100% means the base grows before a single new sale, the cheapest growth there is.
Where the numbers come from
Built on your systems, reconciled to your records.
Pipeline Money is not a parallel set of figures. It joins the systems you already run into one number that ties out, then keeps it current.
☷Your CRM
Every deal, stage, owner and close date. We map your real pipeline stages with you, so the funnel matches how your business actually sells.
↗Your marketing channels
Spend, clicks and campaigns from every paid source, joined to the deals they created with server-side tracking, lag-corrected to your sales cycle.
⚙Your operations software
Quoting, job management and finance, so contracted and settled revenue is grounded in delivery, not just CRM optimism.
Proof
What operators get when churn is modelled, not guessed.
When you can see who is about to leave and who is ready to grow, the saves and the upsells stop being luck. A sample of the outcomes.
Field services30:1return
Australian Air Conditioning & Electrical
Heating & cooling
$3M in closed revenue from $100K of spend - 2,600 qualified enquiries traced to the jobs they became over twelve months.
Read case study →
Field services$5Mnew revenue
I Heat & Cool
Heating & cooling
A full year of new revenue with cost-per-deal cut from $90 to $41.95 once spend was judged on closed jobs, not leads.
Read case study →
Field services$840Kpipeline
King Cooling
Heating & cooling
1,500 enquiries at a $27 cost per enquiry, with 28% converting to booked jobs - visible, stage by stage, in one view.
Read case study →The rest of the picture
One view of nine.
Every dimension of your revenue, at the same depth, reconciled to the same source.
Pipeline Money →
Where revenue is won, contracted and in-flight.
Channels & ROAS →
Where the work comes from and which we win.
People & Performance →
Region, team and rep performance.
Won / Lost →
Why deals close or die.
Customers ◆
The full journey and where revenue concentrates.
Geography →
Zone and branch benchmarks.
Velocity & Lag →
How fast deals move and mature.
Pipeline Economics →
CAC by stage, LTV:CAC, payback.
Questions
The things buyers ask.
We model behavioural signals - job frequency, response time, spend trend, unanswered quotes - against your own history, scoring each customer's churn risk and surfacing the accounts to act on now.
Your CRM shows what happened; we model what is about to. Churn-risk scoring, net revenue retention and lifetime value, reconciled across CRM and finance - granularity a standard CRM report does not reach.
It nets expansion against contraction and churn across your existing base. Above 100% means you grow before a single new sale - the cheapest, most durable growth there is.
Real closed and repeat revenue from your CRM and finance systems, so lifetime value is money received over the relationship, not modelled potential.
Every at-risk account comes with the signal that flagged it and a recommended move, so the model drives a save list your team can work, not just a chart.
Keep more customers, worth more, for longer.
Connect your CRM and finance systems. We model churn risk, retention and expansion across your base, and hand you the customers to protect and the move to make.
01
Connect your stack
CRM and finance. No data team required.
02
Map the journey
Your real stages, mapped with us.
03
Score churn risk
Every account, from real behaviour.
04
See retention & NRR
Logo, revenue and expansion.
05
Get the save list
The accounts to protect, with the move.