OperioCustomer Success
PRODUCTION
Customer Success · Retention & Adoption

Customer Success

Operio's retention and adoption command center — track onboarding, product adoption, renewals and expansion across every account.

Total Customers
20
active customer book
Customers Onboarding
3
ramping to live
Customers At Risk
0
needs attention
Upcoming Renewals
14
tracked pipeline
Avg Adoption Score
70
across active book
Expansion Opportunities
5
upsell-ready accounts

AIExecutive Insights

Current
Revenue Growth
$9.7K
Expansion Revenue
2
Customers At Risk
$40.6K
Renewal Pipeline
$19.7K
Partner Revenue
Retention RiskCritical

3 customers show declining workforce activity or low adoption and should be reviewed by Customer Success.

Recommended: Assign a success manager and schedule outreachAssign Success Manager
Billing AttentionHigh

$6,827 across 3 invoices are overdue or failed and need collection follow-up.

Recommended: Follow up on outstanding invoices this weekView Customers
Expansion OpportunityHigh

13 customers are eligible for plan upgrades or add-ons, representing approximately $11,100 in monthly expansion revenue.

Recommended: Engage top accounts with tailored upsell offersOpen Expansion Pipeline
Revenue GrowthMedium

MRR increased 6.4% this month, driven primarily by Enterprise and Professional customers.

Recommended: Review revenue composition and protect top accountsView Customers
Adoption TrendMedium

Payroll adoption increased 9% across Nigeria customers, now at 90% of eligible accounts.

Recommended: Promote payroll onboarding to remaining accountsSchedule Review
Health WatchMedium

7 tenants are in the Watch band (health 60-79). Early engagement can prevent escalation to at-risk.

Recommended: Review watch-list accounts before next cycleAssign Success Manager
Excellent
0
health 90-100
Healthy
14
health 70-89
Watch
6
health 50-69
At Risk
0
health below 50
Avg Onboarding
83%
across active book

Customer Success Book

20 accounts
CompanyCountryPlanCustomer Success ManagerOnboardingAdoptionLast Payroll RunLast LoginRenewalHealthActions
IW
Island Workforce Co.Staffing
JamaicaEnterprise
RG
Renee Gordon
100%
94Excellent12 Jul2d ago06 AugHealthy
LM
Lekki Marine & DredgingInfrastructure
NigeriaEnterprise
SA
Sade Afolabi
100%
69Watch17 Jul1d ago15 AugHealthy
JS
JamUtil ServicesUtility
JamaicaEnterprise
TA
Tobi Adeyinka
100%
78Healthy18 Jul1d ago03 SeptHealthy
AC
Anchor Construction GroupConstruction
NigeriaEnterprise
TA
Tobi Adeyinka
92%
66Watch14 Jul3d ago19 AugHealthy
CP
Caribbean Power ContractorsUtility
JamaicaProfessional
MS
Marcus Steele
91%
54WatchNot run this cycle8h ago03 AugHealthy
GB
Granite Builders NigeriaConstruction
NigeriaProfessional
RG
Renee Gordon
92%
76Healthy12 Jul3d ago02 SeptWatch
OR
Ocho Rios Marine WorksInfrastructure
JamaicaProfessional
TA
Tobi Adeyinka
90%
74Healthy21 Jul3d ago26 AugHealthy
LU
Lagos Utility WorksUtility
NigeriaProfessional
PN
Priya Nair
93%
87Healthy19 Jul2d ago11 AugHealthy
DP
Delta Power ContractorsUtility
NigeriaProfessional
MS
Marcus Steele
93%
74Healthy10 Jul2d ago20 AugWatch
CI
Crown Industrial BuildersConstruction
NigeriaProfessional
MS
Marcus Steele
98%
86Healthy14 Jul1d ago29 AugHealthy
SI
Sahara Infrastructure LtdInfrastructure
NigeriaProfessional
TA
Tobi Adeyinka
96%
68Watch12 Jul20h ago05 SeptWatch
KI
Kingston Infrastructure ServicesInfrastructure
JamaicaProfessional
MS
Marcus Steele
94%
62WatchNot run this cycle1d ago09 AugHealthy
AR
Abuja Roadworks ConsortiumInfrastructure
NigeriaProfessional
PN
Priya Nair
97%
64Watch16 Jul2d ago26 AugHealthy
PS
Portmore Staffing GroupStaffing
JamaicaGrowth
MS
Marcus Steele
94%
52WatchNot on plan2d ago27 JulHealthy
MC
Meridian Civil WorksConstruction
NigeriaGrowth
MS
Marcus Steele
61%
62WatchNot on plan5h ago—Healthy
NS
Naija Staffing PartnersStaffing
NigeriaStarter
TA
Tobi Adeyinka
30%
46At RiskNot on plan10h ago—Watch
NL
Northgate Labour SolutionsStaffing
NigeriaProfessional
SA
Sade Afolabi
62%
88Healthy18 Jul3d ago—Healthy
AE
Apex Energy ServicesUtility
NigeriaProfessional
MS
Marcus Steele
76%
55WatchNot run this cycle3d ago—Watch
BM
Blue Mountain ConstructionConstruction
JamaicaProfessional
MS
Marcus Steele
64%
73Healthy20 Jul2d ago—Healthy
MC
Montego Civil EngineeringInfrastructure
JamaicaProfessional
SA
Sade Afolabi
37%
65WatchNot run this cycle1d ago—Watch
Showing 20 of 20 accounts · avg adoption 70