The retention numbers your CFO has asked for — now in ClientPulse.

Most agency owners run the book on instinct. You can name the three accounts at risk. You can guess the save rate. You can usually feel which AM is having a quiet quarter. What you can't do, until now, is open one screen and see the actual numbers — the same numbers a SaaS CFO has had since 2014.

ClientPulse now has the retention analytics no other agency CRM offers: the five KPIs every B2B board asks for, plus five views built specifically for agencies running 10 to 50 clients. Every chart explains itself in plain English. Every number is decomposable — click any tile and you see exactly how it was computed.

Catch retention risks 6–12 weeks earlier. Save two accounts per quarter. That's the math; here's the surface that gets you there.

The five KPIs every CFO actually asks for

If you've ever sat in a partner meeting and been asked "what's our NRR" or "what's our logo retention rate this quarter" and shrugged, this is the page for you. The Insights surface now leads with a KPI strip:

• Net Revenue Retention (NRR) — the one number that proves your book is growing inside its own walls. Industry benchmark: median ~106%, best-in-class >130%.
• Gross Revenue Retention (GRR) — NRR's purity check. If expansion is masking real leakage, GRR shows it. Larger SaaS books run ~94%; smaller books typically 85%.
• Logo Retention — how many clients you kept, regardless of revenue. The cleanest signal of relationship strength.
• Churn Rate — the mirror image. The number every prospect will ask about by month three of conversation.
• Save Rate — of the clients that landed in red, how many came back to green. The single best measure of whether your retention work is actually working.

Each tile shows a 12-month sparkline. Each tile carries the same "(i) how this is calculated" popover the rest of ClientPulse uses — no hidden math. When the sample size is too small to be meaningful, we say so out loud with a "Sample < 5" badge instead of inventing a confident number.

The five killer views — what no other agency CRM ships

These are the views the enterprise customer-success platforms (Catalyst, ChurnZero, Planhat) charge $40k a year for. ClientPulse ships them from $299/mo:

1. Per-AM Scorecard. Every account manager on your team, ranked. Number of accounts they own, total MRR they manage, average health, dollars at risk, dollars saved this quarter, dollars churned, their portfolio NRR. This is the view that turns coaching from "I think Sarah needs help" into "Sarah's save rate dropped 18 points last quarter; let's pair her with Mike on the at-risk clients."

2. Forward Renewal Pipeline. Two cards — 0–90 day renewals, 91–180 day renewals — built from the contract dates you upload, colored by current health. A plain-English hero at the top reads "Call these three clients this week" with the actual names. Filter by AM, industry, or health band. Sort by date or by retainer value. This used to be a spreadsheet someone updated on Sundays. It's a live view now.

3. At-Risk MRR Breakdown. Waterfall chart: current MRR on the left, split into Healthy / Watch / At-Risk buckets in actual dollars. For the at-risk bucket, attribution by underlying signal cause — engagement decline, sentiment drop, support spike, missed milestone. Then a 90-day "if you do nothing" forward projection so you can put a number on the cost of ignoring the warning. The top-5 at-risk clients are listed beneath, ranked by dollars at stake.

4. Cohort Retention curves. Quarterly onboarding cohorts plotted as survival curves — x-axis months since onboard, y-axis percent retained, colored green to red. The horizontal benchmark line is the AgencyAnalytics 2024 industry median (75% retained at 12 months). This is the proof view — the one that tells you, with no ambiguity, whether your retention work is paying off. Newer cohorts dropping less than older cohorts is the receipt.

5. Customer Concentration. The view your CFO or an acquirer will ask for first. Share of revenue in your top 3 clients. HHI concentration index. The "if you lost your biggest client tomorrow" stress test. Most agencies are more concentrated than they think.

Reports — the Agency CEO Report

The new Agency CEO Report rolls the whole picture into one PDF. Portfolio bands. The five KPIs. At-risk MRR breakdown. Concentration. 90-day renewal pipeline. Top-5 at-risk clients. Per-AM scorecard. Designed for the conversation you have with your business partner on Sunday night, or with your accountant once a quarter, or with a prospective acquirer once in a lifetime.

On the Agency tier and up, you can schedule the report to email itself to you (or to a co-owner) every Monday. One PDF, one inbox, no dashboard fatigue.

Vault Explorer — the canonical signal home

Alongside the analytics, the Vault Explorer (where every signal across every source lives) got the premium treatment too. CSV and JSON exports honour your current filters. Saved views remember the filter combinations you use weekly. Bulk multi-select with tag application makes it easy to mark a wave of signals as "reviewed." A new "hide future matching signals" tool lets you mute noise from a specific pattern without losing the history.

What makes this premium — five honest answers

1. Plain-English narrative on every metric. Every chart and tile carries an inline "here's why, here's what to do" written for an agency owner. No data-science background required.
2. Communication-signal native. Email cadence, Slack volume, meeting frequency and contract drift sit on the same axis as financials. Retention risk shows up in communication weeks before it shows up in MRR.
3. Save-attribution at the action level. When an at-risk client comes back to green, ClientPulse logs which action did it — QBR, package change, AM swap. Your Save Rate stops being a vibes-based number.
4. Forward dollar projections at SMB pricing. "If you do nothing, Q3 ending MRR = $X." The forward-renewal and at-risk-MRR projections are the views the enterprise platforms charge $40k a year for. We ship them from $299/mo.
5. Built for the agency owner who is also the AM. Most customer-success platforms assume a separate CS org. ClientPulse assumes the owner is reviewing the book on Sunday night. Every view is built to be useful with 10–50 clients, not 5,000 users.

Honest cut

KPI tiles are live today for every account. Per-AM Scorecard, Forward Renewal Pipeline, At-Risk MRR Breakdown, Cohort Retention, Customer Concentration, the Agency CEO Report PDF: live today on Pro tier and above. Weekly email delivery on Agency and Suite.

Cohort curves need 6+ months of client history to be meaningful — we render an empty state with a clear "appears once you have 6+ months of history" message rather than a faked curve. The Forward Renewal Pipeline reads from the contract dates you upload on the Documents tab — the more contracts you ingest, the sharper the view. Aurora's prediction models also get sharper over time as your own outcomes feed back. All of that is on the labels — we don't pretend a thin dataset is anything else.

No invented benchmarks. No "AI-powered" anywhere it isn't doing real work. The LLM narration on the Forward Renewal Pipeline reads the actual data from your database, mentions clients by name, and falls back to a deterministic template if the model is offline. Every number is decomposable.

How to try it

The live demo at clientpulse.helloaurora.ai loads with sample agency data so you can poke around the new KPIs, killer views, and Agency CEO Report in five minutes. No signup, no card.