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Board OntologyFinance

Total Customer Success

Total customer-success operating expense for the period — the sum of the CS lines. Shown as its own OpEx section (some companies fold CS into COGS; the default here is OpEx). One of the four OpEx section totals. — Finance KPI, I'mBoard-authored (editorial tier).

I'mBoard-authored (editorial tier)

No public third-party standard anchors this KPI yet, so I'mBoard authors and maintains the definition — transparently labeled as editorial tier. See the ontology methodology for the published vs editorial tier system and the back-attribution workstream.

Rogue ID: finance.total_cs Type: Currency Domain: Finance

Definition

Total customer-success operating expense for the period — the sum of the CS lines. Shown as its own OpEx section (some companies fold CS into COGS; the default here is OpEx). One of the four OpEx section totals.

Formula

total_cs = cs_payroll + cs_tools_software + other_cs.

Why it matters

Isolates the retention investment so the board can weigh it against NRR.

How to interpret

Track against NRR and revenue; classification as OpEx vs COGS is a reporting choice (statementGroup).

  • finance.cs_payroll
  • finance.cs_tools_software
  • finance.other_cs
  • finance.total_opex

Source

I'mBoard editorial — authored and maintained by I'mBoard, first published 2026-04-01. No third-party standard is cited for this KPI; when one emerges, the definition is back-attributed and promoted to the published tier (a minor version bump). Read the ontology methodology for the published vs editorial tier system, attribution rules, and dispute process.

Stage relevance

Company stagePriority
Series ARecommended
Series BRecommended
Series C+Recommended
PublicRecommended

Suggested for stages: Series A, Series B, Series C+, Public.

Default owning functions

  • Finance

Machine-readable

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