Account Plan Template

Explore

Account Plan Template

Account Analytics

This page can pull data and analytics from multiple sources so you can view the full picture of the account in one location. Products like Tableau, Mode, PowerBI can also be embedded directly on this page.

⁠

Activity Summary

Contract Utilization

Contracted Users:

550

⁠

The amount of doc makers on the original contract or renewal contract.

Billed Users:

550

⁠

The amount of doc makers from the most recent true up.

Paid Users Active:

964

⁠

Amount of seats currently being used. If this number is below

⁠

, there is likely risk in the account.

Account Engagement

Primary Users:

55

⁠

New Users (Current Qtr):

30

⁠

Churned Users:

35

⁠

May headlines

Total ARR

$396k

Annual Growth

34% ⬆️

Total Users

964

Customer Engagement

8.7 ⬆️

ARR

ARR

⁠

User Engagement

User Engagement

⁠

Interested in integrating Salesforce, Gong or any of your other sales tools with Coda?

⁠

Contact An Onboarding Specialist

⁠

to learn more!

Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.