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Customer Success
HubSpot · Slack
85 accounts · 47 expansion deals · 6 onboarding
Total Customers
85
HubSpot Type = Customer
Active Last 30 Days
—
Open Expansion Pipeline
—
In Onboarding
6
1 deal overdue close dates
QBRs Next 30 Days
—
Customer Verticals
📊 Overview
📋 Account Activity
📈 Expansion Pipeline
🚀 Onboarding
🩺 Account Health
💰 Revenue
Expansion Pipeline by Stage
Onboarding Pipeline
6 active
💬 Latest from Slack
#tier- channels
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85 accounts
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Lily T.
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Pipeline by Stage
Click a bar to see deals · Hover to preview · Scroll each column for full list
⚡ Recommended Actions
All Open Expansion Deals
48 deals
Deal
Stage
Amount
Close Date
Status
Owner
Q2 Avg Onboarding Time
20.7
days
10 customers · API · excl. OOCL outlier
April Avg
16.3
days
8 customers · excl. OOCL outlier
May Avg
—
days
0 customers closed in May
June Avg
11.5
days
2 customers · fastest month
📈 Avg Onboarding Time by Month — Q2 2026
10 completed
📉 Trend
Avg onboarding time is
improving
— Jun (11.5d) is 30% faster than Apr (16.3d).
⚠️ Outlier
OOCL Logistics
took 70 days — pre-Q2 carry-over from Jan 27. Incl. in overall Q2 avg of
28 days
.
🎯 UI vs API
All 10 Q2 completions are
API customers
. No UI onboardings closed in Q2.
Q2 Completed Onboardings — Day Breakdown
10 customers
Customer
Start
Close
Month
Days
Note
Onboarding Pipeline — CS Onboarding
6 active deals
Onboarding Deal Details
Deal
Stage
Target Close
Status
Owner
✎ Manual snapshot · 2025 invoicing data · entered June 10, 2026 — this tab does not auto-refresh
Dec-25 MRR
$147,684
+$11,041 · +8.1% MoM
↑ +17.8% vs $125K target
Dec-25 ARR
$1.77M
+18% vs $1.50M forecast
2025 Total Revenue
$1.47M
Sum of Jan–Dec 2025
Active Customers
63
Dec-25 · up from 48 in Jan
Monthly Recurring Revenue — 2025
Jan–Dec 2025
MRR by Tier
Jan–Sep 2025
MRR by Segment (BCO / FF / Tech)
Jan–Sep 2025
New vs Existing vs Churn
Jan–Aug 2025
Top Customers by Dec-25 MRR
Top 20
#
Customer
Tier
Dec-25 MRR
Jan-25 MRR
Growth