Customer Success Budgeting Template

Use this template to help itemize your budget requests for the next fiscal year.

Starting Annual Recurring Revenue (ARR) ($)*

Please provide a valid value.

Starting Monthly Recurring Revenue (MRR) ($)

Monthly ARR Growth (%)*

Please provide a valid value.

*Required Fields

CSM Ratio ($)*

Please provide a valid value.

CSM On-Target-Earnings (OTE) ($)*

Please provide a valid value.

CS Ops Ratio ($)*

Please provide a valid value.

CS Ops OTE ($)*

Please provide a valid value.

CSM Manager or Team Lead Ratio (%)*

Please provide a valid value.

CSM Manager or Team Lead OTE ($)*

Please provide a valid value.

Benefits, Taxes, and other Overhead (%)*

Please provide a valid value.

Travel Per Month ($ Per Member)*

Please provide a valid value.

Pulse Conference Admission ($ Per Member)*

Please provide a valid value.

Estimated Technology Investment (All CSM Tech)*

Please provide a valid value.

*Required Fields

Your data or budget inputs will not be stored in any way, whatsoever.

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Customer Success Budgeting Template