Customer Value Report
Customer usage and value reporting
Builds the report that proves the value before a renewal conversation. Usage is translated into the customer's language — not "3,400 workflow executions" but what those did for them and roughly what they'd have cost in time. It's honest about weak adoption and pairs it with the fix, because a report that hides low usage fails at exactly the moment it matters.
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PostHogRequired
HubSpotRequired
SalesforceRequired
Google SlidesRequired
- +Custom toolConnect any other tool from thousands of available integrations.
Skills it ships with
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Sonnet 4.6
- Reasoning
- Medium effort
- Per run
- Up to 30 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Sales & Marketing
- Customer Success
- Reporting
- Renewal
Frequently asked questions
How does Customer Value Report explain workflow executions to a customer?
It translates raw usage into the customer's language, explaining what the executions did for them rather than presenting a count such as 3,400 on its own.
Will Customer Value Report disclose weak product adoption before renewal?
Yes. It is honest about weak adoption and pairs the gap with a fix, because hiding low usage fails when the customer is deciding whether to renew.
Can Customer Value Report estimate the time value of product usage?
Yes. It explains what the usage did for the customer and roughly what those actions would have cost in time.
Which data can feed a customer value deck?
PostHog, HubSpot, Salesforce and Google Slides are listed in the catalog for usage evidence, account context and the report presentation.
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