For revenue leaders
See revenue at risk
before it becomes churn.
Veermo turns scattered health signals into a board-ready retention number, broken down by segment, plan and account owner. No spreadsheets, no stale data, no surprises at renewal.
Board-ready reporting
Retention numbers your board can trust
Every quarter, you need a clear answer to one question: how much revenue is at risk, and what are we doing about it? Veermo gives you that answer in real time.
Instead of pulling data from billing, CRM and support into a spreadsheet, you open one dashboard. ARR exposure is broken down by segment, plan and owner. The numbers update daily, so the view you pull ten minutes before the board meeting is current, not a snapshot from last week.
Your CS team sees the same data, which means the save actions they take show up in your retention numbers automatically. No reconciliation, no version conflicts.
Before and after
What changes when retention reporting is live
| Before Veermo | With Veermo | |
|---|---|---|
| Retention reporting | Two days of spreadsheet work before every board meeting | One dashboard, always current, segment-level breakdown in seconds |
| Risk identification | Surprises at renewal; post-mortems reveal missed signals | At-risk accounts flagged weeks before renewal, with the reason attached |
| Renewal forecasting | Gut feel and anecdote; no dollar value on exposure | ARR at risk by segment, plan and owner, updated daily |
| Team alignment | CS and revenue teams work from different numbers | One shared view of account health and save progress |
Two views that move the retention number
ARR exposure by segment
See total at-risk revenue broken down by segment, plan and account owner. Know exactly where the exposure sits so you can direct saves to the accounts that matter most to the quarter.
Renewals ranked by risk and revenue
Every upcoming renewal is sorted by risk level and dollar value. Your team sees which QBR prep matters most and which accounts are safe to let renew on autopilot.
47 days
Average early warning before renewal
Daily
Revenue exposure updated automatically
1 view
Replaces three spreadsheets and two dashboards
“Board meetings used to mean two days of spreadsheet work. Now I pull up Veermo ten minutes before and have every retention number ready.”
Anna Lindberg
VP Revenue, Loom
“We identified $2.1M in at-risk ARR in the first month. Saved over half of it by getting the right CSMs on the right accounts early.”
Marcus Wright
CRO, Webflow
FAQ
Questions revenue leaders ask us
How does Veermo calculate revenue at risk?
Veermo scores each account’s health using product usage, billing and support signals, then maps that score to the account’s ARR. Accounts rated Watch or High are summed into total revenue at risk, broken down by segment, plan and owner.
Can I share retention reports with the board?
Yes. The revenue-at-risk view gives you a current, segment-level breakdown you can present directly. No exporting to a spreadsheet first.
Does Veermo replace our CRM or CS platform?
No. Veermo reads data from your CRM and sends alerts back into Slack, email and your existing tools. It adds a retention layer on top of what you already use. See how CS teams use Veermo.
Stop building retention reports from scratch.
Connect your data today and see your revenue at risk by tomorrow morning.