Customer Ranking

Surface your most important customers, churn risks, and growth drivers with configurable rankings.

Preview in Dashboard

Head to Analysis Views › Customer Ranking to explore your accounts before you export:

• Rank as-of – pick any calendar month/quarter/year to anchor the ranking.
• Top N – choose the number of customers to display (Top 5, 10, 25 …).
• Toggle Overall · New · Upsell · Downsell · Churn to flip between ranking types.
• View results as Charts (bars & growth rates) or Tables (ARR $, % growth, CAGR).

Every control re-renders instantly, so you can sanity-check the story before creating a workbook.

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Ranking Types

Type	What It Shows
Overall	Customers with the largest ARR at the selected date
Top New	Customers first seen in the selected period
Top Upsell	Largest absolute ARR increases
Top Downsell	Largest absolute ARR decreases
Top Churn	Customers whose ARR dropped to 0

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Ranking Options

In Workbook Designer › Excel Output Selection:

1. Expand Customer Ranking.
2. Pick the Rank as-of date & Top N (shared across all ranking types).
3. Check Overall, New, Upsell, Downsell, and/or Churn.
4. Quikirr creates one fully-formatted worksheet per ranking type.

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Excel Output Details

Each ranking sheet displays the top customers based on the selected criteria (e.g., Overall ARR, New, Upsell). It typically includes columns for Rank, Customer Name, ARR for relevant periods, and growth metrics. All values are linked to supporting data.

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Workflow Recap

1 · Explore in Dashboard

Use interactive controls to validate ranking stories and spot anomalies.

2 · Lock Settings in Workbook Designer

Choose the anchor date, Top N, and ranking types; Quikirr remembers these for regeneration.

3 · Generate Excel

Get a dedicated sheet for each ranking—ready for board packs or deal models.