Customer metrics you can act on, today.
CSNook turns usage, engagement, lifecycle progress and revenue into dashboards your whole team reads. Measure performance, spot trends early and back every decision with data.
Understand your customers, and your team.
Report builder
Build dashboards from clients, tasks and people with metric, donut, line and bar widgets. Share folders with the team.
Overview dashboard
Health, ARR and MRR over twelve months, open tasks, people and users, all on your home screen.
Calculated metrics
Define your own formulas, like net revenue retention or average ARR, and use them everywhere.
NPS and surveys
Send multi-question surveys and see promoters, passives and detractors next to account health.
Team effectiveness
Compare tasks assigned and completed over time to see how CSM work turns into outcomes.
Export anything
Download companies and reports to CSV whenever finance or leadership asks.
Replace guesswork with clarity.
Hear it from your customers.
Pair the numbers with what customers actually tell you. Run NPS and post-onboarding surveys and see results by account and segment.
- Multi-question surveys
- NPS breakdown by segment
- Responses on the company profile
Quarterly NPS survey · 61 responses
Metrics that match how your business works.
Every company measures success differently. Calculated metrics let you define yours once and see them on profiles and reports.
- Formulas over any field
- Bulk upload of metric values
- Plans and tiers in your reporting
Calculated metric
Clients by plan
See which features drive adoption.
Product events show which features customers rely on. Compare usage before and after a release, or across plans and segments.
- Event trends per account
- Most and least used features
- Usage linked to health
Event frequency · last 12 months
Reports, answered by Nook AI
Some questions need a dashboard. Others just need an answer.
Generate a briefing for any account before the review.
Ask Nook a question and get the numbers back in seconds.
Nook explains why a metric moved, account by account.
3 accounts need attention before renewal.
Questions, answered.
What can I build in the report builder?
Dashboards made of metric, donut, line and bar widgets over clients, tasks or people, organised into public or private folders.
Can I track NPS?
Yes. Create surveys with multiple questions and see NPS results on the overview dashboard and on each company.
What is a calculated metric?
A formula you define, such as total MRR or average ARR. It appears on every company profile and can be used in reports.
Can I export my data?
Yes. Export companies and report data to CSV at any time.
See CSNook on your own accounts.
Book a 30-minute walkthrough. We'll connect a sample of your data and show you where Nook AI would have flagged risk this quarter.