What to ask your agent

Once your agent is connected to Summerbase, ask it about your metrics the way you’d ask a colleague. It looks up the numbers in Summerbase rather than guessing, and it can go from a number to the customers behind it, so follow-up questions work well.

The numbers are the same ones your reports show, worked out the same way. See the metrics glossary for what each one means.

A quick check

What’s our MRR, and how did it move last month?
How many paying customers do we have, and what’s our ARPA?
What’s our ARR today compared with a year ago?
Give me last month’s numbers for our investor update: MRR, growth, churn and net revenue retention.

Growth and churn

Break last quarter’s MRR change into new, expansion, contraction, churn and reactivation.
What’s our customer churn and gross revenue churn over the last six months?
How has net revenue retention trended this year?
Which months this year had the most new MRR?

The customers behind a number

Which customers churned last month, and how much were they paying?
Who expanded the most this quarter?
Who are our ten biggest customers by MRR?
Which customers drove new MRR in March?

Breaking it down

Your agent can split and filter a metric by anything Summerbase knows about your customers, such as their country, plan or when they first paid.

What’s our MRR by country?
How does churn compare between our monthly and annual plans?
Show MRR by cohort: what do the customers who first paid in each quarter of last year pay now?
Of the customers who signed up in the last six months, how many have started paying?

One customer

Tell me about Acme: what they pay, since when, and how that has changed.
Find the customer with the email ana@example.com.
Which plans is Acme on, and what does each cost them?

Going further

An agent can put several answers together, so you can ask for something bigger than one number:

Write a short summary of how revenue changed last month, with the customers who moved it most.
Our churn was higher than usual last month. Look at who churned and tell me whether they had anything in common.
Compare this quarter with the same quarter last year and tell me what stands out.

If your agent works in a codebase or a spreadsheet as well, it can take the numbers there too, such as into a board deck’s data or a forecast.

Interpret and predict

Your agent can interpret the historical numbers to help make decisions and do forecasting. Ask it things like:

Who is likely to churn?
Is our pricing too low, or can we raise it?
Which countries should we target with ads?
Show me a revenue forecast for the next six months.
What’s our biggest strength?

Answers like these are the agent’s reading of your numbers, not a figure from Summerbase, so treat them as a starting point and ask it what it based them on.

Things it can’t do yet

Integrations and customers. The agent can’t connect or change integrations, or edit customers. With full access it can manage your team and change project settings; see what your agent can do.
Costs and margin. Summerbase doesn’t take per-customer costs yet, so there’s no margin to ask about.
More than one organization at a time. Each connection reaches one organization. See More than one organization.