Early Warning

Proactively identify and address potential risks before they impact your business performance with Early Warning Template. Designed for B2B SaaS companies, this template provides a structured approach to monitoring key indicators that signal early signs of trouble, such as customer churn, declining engagement, or financial discrepancies.
Loved by business users
Everyone from line-of-business leaders to CEOs should be able to solve problems with the most complete and current data available, but that hasn’t been possible until now. Scoop combines the power of traditional tools with the ease of use of spreadsheets, enabling operations teams and execs to immediately work with any data in business using only the spreadsheet skills they already have.
Scott Whitaker
Head of Finance at Codesmith

Maximize Safety with Our Free Early Warning Template

Enhance your risk management by presenting data in an easily digestible format. This template uses pre-made charts, graphs, and infographics to highlight potential issues.

  • Instantly generate this canvas with data from any CRM or system where you store your business data (like Salesforce or Zendesk)
  • Track key metrics such as customer health scores, usage patterns, support tickets, financial anomalies, and sales pipeline health
  • Customize fields and metrics to align with your specific risk factors and operational goals
  • Quickly spot potential issues through visual indicators like color-coded alerts and trend graphs
Get Started

Maximize Safety with Our Free Early Warning Template

Enhance your risk management by presenting data in an easily digestible format. This template uses pre-made charts, graphs, and infographics to highlight potential issues.

  • Instantly generate this canvas with data from any CRM or system where you store your business data (like Salesforce or Zendesk)
  • Track key metrics such as customer health scores, usage patterns, support tickets, financial anomalies, and sales pipeline health
  • Customize fields and metrics to align with your specific risk factors and operational goals
  • Quickly spot potential issues through visual indicators like color-coded alerts and trend graphs

Who It's For and Benefits

  • Who It's For: Customer success teams, revenue operations, risk management, and executives who need to stay ahead of potential problems.
  • Value: Streamline your risk monitoring process, save time on data preparation, and deliver clear, actionable insights that enhance customer retention and maintain overall business health.
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Deliver Customer Success in Four Simple Steps

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Frequently Asked Questions

What if I already have a data warehouse?

That's great! If you already have a data warehouse, Scoop has a connector to grab data straight from there. Scoop can also blend data from different systems with your data from the data warehouse. We're always happy to hop on a call and determine the best ways to get the data for your use case.

What if I want to delete all my data from Scoop?

No problem. Just reach out to our support team and we’ll immediately wipe out.

What if I already have analytics / BI tools?

No need to replace them (unless you want to). Chances are, you’re unable to carry out all the day-to-day tasks that you need in your existing analytics / BI tools. You probably find yourself frequently exporting data into spreadsheets, just to be able to work with it. Scoop lets you do all your spreadsheet exploration within our platform using data that stays up-to-date. No more rebuilding the same spreadsheets over and over or wondering if the data they show is correct.

How does my data get “scooped” into the platform?

Scoop’s revolutionary data scoop process is the first of its kind. Unlike traditional data platforms, you will not need data extraction, transformation, or loading tools (ETL) to move your data into Scoop. Instead, Scoop fetches your data directly using the operational reports you are already familiar with, pulling them directly from your applications like Salesforce or NetSuite, snapshotting them, and stacking them over time to create a time series dataset that is ready for analysis and presentation without any additional technical overhead​​ .

Do I need to have SQL and database skills to use Scoop?

Never. Unlike other analytics tools, Scoop is designed entirely for business users without a technical skill set. All it takes to use Scoop are some basic spreadsheet skills.

Can I import my own spreadsheets into Scoop?

Absolutely. You can upload any spreadsheet and join it together with other data you’ve brought into Scoop.

Does my company need to have a data warehouse?

Scoop does not require you to have a data warehouse. Data warehouses are a tool used by IT to store raw data. Scoop, by contrast, operates on consumer-readable reports. Scoop “understands” your reports and creates its own behind-the-scenes columnar data store where data inferred from your reports is stored securely. However, that data store is entirely managed by Scoop and does not require maintenance or interaction by your IT department.

Will I need a data team to set up Scoop for me?

Nope. Unlike other data platforms, there is zero technical setup. Every feature in Scoop is designed for users who don’t have a technical background so you’ll never run into things you can’t do.