SwarmReply Admin

Monthly Recurring Revenue

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from active subscriptions

Active Customers

—

paying accounts

Total Locations

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across all accounts

New This Month

—

signups

Churned

—

cancelled accounts

Recent signups

Customer	Plan	Locations	MRR	Signed up	Status
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All customers

Customer	Type	Plan	Locations	Integrations	MRR	Last login	Status	Actions
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Total MRR

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monthly recurring

Annual Run Rate

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projected annual

Avg Revenue / Customer

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per month

Total Locations

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revenue-generating

Revenue by customer

Customer	Plan	Locations	MRR	Since	Status
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Counts and outcomes across the customer base, sliced by the filters below. This is the foundation reports build on — Revenue, retention, and engagement views arrive in the next phases.

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Filters

As of

Plan

Billing status

Paying

Vertical

Acquisition source

Integration

Activation

Tenure

Signup cohort

Include demo / test accounts

Demo accounts are excluded by default.

Accounts

—

matching filters

Active

—

status active

Paying

—

billable

With integration

—

≥1 connected

Activated

—

first request or review

Revenue

MRR

—

monthly recurring

ARR

—

annual run rate

ARPU

—

per revenue account

Revenue accounts

—

paying > $0

MRR breakdown

By plan

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By vertical

—

By acquisition source

—

MRR movement & retention

Starting MRR—

→

Ending MRR—

Net change—

New

—

Expansion

—

Contraction

—

Churn

—

Retention

Net revenue retention

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NRR

Gross revenue retention

—

GRR

Logo retention

—

accounts kept

Net MRR churn

—

lower is better

Cohorts (by signup month)

Signup month	Accounts	Paying	% paying	MRR
—

Activation

Activation milestones

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Median time to first request

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Median time to first review

—

Outcomes

Review requests sent

—

Requests completed

—

Reviews collected

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Average rating

—

across reviews on file

Feature adoption

Adoption by feature

—

Feature breadth

—

Integration adoption & impact

Connected providers

No integrations connected yet.

Outcome comparison: with vs without an integration

Metric	With integration	Without integration
—

A correlation, not proof of cause — and small account counts make it noisy. It sharpens as the base grows.

Deliverability & opt-outs

Opt-out rate

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Send-success rate

—

Opted-out contacts

—

Accounts with opt-outs

—

flagged for review

Opt-out rate trend

Why this matters: a rising opt-out rate is the early-warning signal for A2P/TCPA trouble — carriers watch it, and sustained elevation can trigger message filtering. The watch line is set at 3%, above which the rate card turns red. It's a prompt to review messaging cadence and consent, not a hard limit.

Customer health

Healthy

—

Watch

—

At risk

—

MRR at risk

—

At-risk accounts

Account	Health	Score	MRR	Primary risk
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Score (0–100): activated +30, sends requests +15, gets reviews +15, integration +10, paying +25, healthy opt-out +5 (elevated −10). Cancelled or past-due is always red; brand-new accounts still ramping show as watch.

Expansion & plan-limit signals

SMS quota 80%+

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approaching limit

SMS quota reached

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at or over limit

Team seats full

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at plan seat cap

Location footprint

Upsell candidates

Account	Plan	Locations	SMS usage	Seats	Signal
—

Locations bill on a graduated curve ($99 for 1–2, $89 for 3–25, $79 for 26+), so footprint is your expansion lever; SMS quota and team seats (starter 3 / growth 10 / agency unlimited) are the plan-limit upsell triggers.

Support & deflection

AI support assistant · in-app

Deflection rate

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Questions handled

—

answered by AI

Escalated to human

—

to the ticket form

Logging starts with this release — fills in as customers use the in-app assistant.

Webchat · Wallabee widget

Deflection rate

—

Chat sessions

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total

Escalations

—

handed to a human

AI messages

—

Webchat sessions — weekly

Deflection is the share the AI resolved without a human — for the assistant, questions answered vs sent to the ticket form; for webchat, sessions closed vs handed off. The in-app assistant logs from this release forward; webchat reflects all history.

Phase 4 — support & deflection live

Support deflection (in-app assistant + Wallabee webchat) is now tracked above. Remaining Phase 4 pieces, in order: an as-of date picker to rewind the whole dashboard to any past snapshot, then threshold alerts (e.g. opt-out spikes or churn-risk MRR crossing a line).

Integration adoption

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Customers by integration

Customer	Google	Square	HubSpot	Shopify	Mindbody	Calendly	Acuity	Stripe	Zapier
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Churned customers

Customer	Plan	MRR Lost	Cancelled	Days active	Actions
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Flagged for follow-up

Customer	Reason	Flagged	Note	Actions
No flagged accounts

Admin audit log

Time	Admin	Action	Customer	Details
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Account details

Get Found scans

AI Visibility auto-scan

Rank Tracking auto-scan

Locations

Business name	Platform	Connected	Status

Team members

Name	Email	Role	Last login

Integrations

This month

Internal notes

Recent activity