Where does this data usually come from?

A monthly export from your product analytics or admin database: one row per account per month with active users, seats and sessions. Most teams already drop it into a sheet, which is exactly what this template reads.

Can I filter to one CSM's accounts?

Add a CSM column to the export and describe the view you want in plain English, for example 'only accounts where csm is Dana'. The template builds a filtered version.

How often does it refresh?

Daily on the free plan, hourly on Professional. Connect the sheet once and it rebuilds whenever the export updates.

Template · Monthly customer usage report

One usage report for every account, refreshed monthly

This is the report a CS team looks at before deciding who needs attention. It takes the monthly per-account export, the one with active users, seats and sessions for each customer, and shows total adoption, which accounts are growing, which are shrinking, and how much revenue sits in each group. Point it at the sheet the export lands in and it stays current on its own.

Customer success teams reviewing adoption across their whole book of business.

Download the sample CSV

Starts an editable copy with the sample data. No account needed until you save.

What it looks like

Built from the sample CSV below. Every chart is stored as code, so it recomputes when the data changes.

The data it expects

One row per period or account with these columns. Names can differ; you map them once and the mapping is reused on every refresh.

month	account	plan	seats	active_users	sessions	mrr_usd
2026-03	Northwind Labs	Enterprise	120	88	792	6400
2026-04	Northwind Labs	Enterprise	120	91	826	6400
2026-05	Northwind Labs	Enterprise	120	95	869	6400
2026-06	Northwind Labs	Enterprise	120	98	903	6400
2026-07	Northwind Labs	Enterprise	120	102	946	6400

Showing 5 of 48 rows in the sample.

Questions

Where does this data usually come from?: A monthly export from your product analytics or admin database: one row per account per month with active users, seats and sessions. Most teams already drop it into a sheet, which is exactly what this template reads.
Can I filter to one CSM's accounts?: Add a CSM column to the export and describe the view you want in plain English, for example 'only accounts where csm is Dana'. The template builds a filtered version.
How often does it refresh?: Daily on the free plan, hourly on Professional. Connect the sheet once and it rebuilds whenever the export updates.

Other templates

Quarterly business review

A QBR that builds itself from the usage export

A quarterly business review template that turns a weekly product usage export into adoption, engagement and support charts. Upload the CSV or connect the sheet, and it rebuilds every quarter.

View template

Customer health and renewal risk

Who's at risk, and how much is riding on it

A customer health dashboard built from the account sheet a CS team already keeps: health score, ARR, renewal date and usage. Shows who is at risk, how much revenue is exposed, and what renews next.

View template