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RetainCLM Data Visualization Library

Visualizations for customer intelligence, retention and revenue - each one with a short explanation of what it is, why it is useful, and how it applies to customer lifecycle management. Scroll to explore, or search for the question you are trying to answer.

DataCustomer, usage, billing and support signals, unified per account.
VisualizationThe form that makes the pattern in that data legible.
AI insightWhat the pattern means, stated in a sentence.
ActionThe retention play that follows from it.
Showing all 21 visualizations
Area Chart - underlying values in %
JanFebMarAprMayJunJulAugSepOctNovDec
Retention rate949493939292919090898887
Illustrative example RetainCLM area chart showing monthly active customer retention rate declining from 94 to 87 percent over twelve months
Chart 01 · Trends Over Time

Area Chart

Trend plus volume, in one shape.
What is it?
An area chart is a line chart with the space beneath the line filled in. The line carries the trend; the filled area carries the sense of accumulated volume, which makes the size of a change easier to feel than a bare line does.
Why is it useful?
It is the clearest way to show a single measure moving over time when the magnitude matters as much as the direction. A 4-point drop in retention reads as a visibly thinner band, not just a line that ticks down.
RetainCLM example
Track the share of customers still active month over month. The moment the band starts thinning, RetainCLM has a churn problem forming - weeks before it shows up in a revenue report.
AI Insight

Active-customer share has fallen for three consecutive months, and the decline steepened in the most recent one rather than levelling off.

Recommended action

Open the churn-risk heatmap to find which segment the decline is concentrated in before choosing a retention playbook.

Explore Area Chart
Line Chart - underlying values in %
JanFebMarAprMayJunJulAugSepOctNovDec
Enterprise1.11.01.21.11.01.11.21.11.01.11.01.1
Mid-market2.42.52.62.82.73.03.23.43.63.94.14.4
Self-serve4.85.05.25.65.96.46.97.47.98.69.29.8
Illustrative example RetainCLM line chart comparing monthly churn rate across enterprise, mid-market and self-serve pricing tiers
Chart 02 · Trends Over Time

Line Chart

The workhorse. Several series, one time axis.
What is it?
A line chart plots values against time and joins them in order. Slope is the whole message: how fast something is moving, and in which direction.
Why is it useful?
It is the only common chart that stays readable with four or five series on it, which makes it the default when you need to compare trends rather than describe one.
RetainCLM example
Plot churn rate for each pricing tier on one axis. When enterprise holds flat and self-serve doubles, the two lines separate visibly and the problem localises itself.
AI Insight

Self-serve churn has diverged from enterprise churn since March; the two tiers no longer behave like one population.

Recommended action

Score the two tiers against separate thresholds rather than one global high-risk cutoff.

Explore Line Chart
Stacked Area Chart - underlying values
JanFebMarAprMayJunJulAugSepOctNovDec
Healthy520528533539542545548549551550542541
Watch180186193199208215224233241252266274
At risk9599104110117124133141150161174186
Critical384042454852566166727986
Illustrative example RetainCLM stacked area chart showing customer base composition by health band over twelve months
Chart 03 · Trends Over Time

Stacked Area Chart

A total, and what it is made of, moving together.
What is it?
A stacked area chart layers several series on top of one another so each band is a part and the outer edge is the whole. It answers two questions at once: how big is the total, and how is its mix changing.
Why is it useful?
Composition shifts are invisible in a total and invisible in per-series percentages. Stacking is what makes 'the base grew but the healthy share shrank' a single glance.
RetainCLM example
Stack customers by health band - healthy, watch, at risk, critical. A base that grows while the critical band grows faster is a business buying revenue it is about to lose.
AI Insight

The customer base grew 18% over the year while the healthy band grew only 4%; nearly all net growth landed in the watch and at-risk bands.

Recommended action

Treat this as an onboarding-quality problem rather than a churn problem - new customers are arriving unhealthy.

Explore Stacked Area Chart

Live Line Chart streams a sliding window of the most recent readings; the seed window is 12, 14, 13, 15, 18, 17, 16, 19, 22, 21, 20, 23, 26, 24, 23, 25, 28, 27, 26, 29.

Illustrative example RetainCLM live line chart showing real-time customer scoring throughput on a sliding sixty-second window
Chart 04 · Trends Over Time

Live Line Chart

A trend that keeps moving while you watch it.
What is it?
A live line chart is a line chart on a sliding time window: new points arrive at the right, the oldest scroll off the left, and the axis re-scales as it goes.
Why is it useful?
Some signals are only meaningful while they are happening. A support queue spiking, an integration sync failing, sessions dropping off after a release - these need to be visible now, not in tomorrow's report.
RetainCLM example
Watch scoring throughput while a large customer import is running, so a stalled pipeline shows up as a flat line rather than as a silence.
Explore Live Line Chart

Comparison

How groups stack up against each other at a point in time.

Bar Chart - underlying values in %
Onboarding frictionMissing integrationPriceSupport experienceChampion leftFeature gapMerged or acquired
Share of churn262117131085
Illustrative example RetainCLM bar chart ranking recorded customer churn reasons, led by onboarding friction at 26 percent
Chart 05 · Comparison

Bar Chart

The most accurately-read chart there is.
What is it?
A bar chart encodes value as length from a common zero baseline. Of every visual channel available - length, area, angle, colour, position - length on a shared baseline is the one people judge most accurately.
Why is it useful?
When the question is 'which of these is biggest, and by how much', a bar chart answers it with less effort and less error than anything else. That is not a style preference; it is a measured property of how people read charts.
RetainCLM example
Rank the reasons customers churned last quarter. The tallest bar is where retention work has the most leverage, and the gaps between bars say how much more.
AI Insight

Onboarding friction and missing integrations together account for 47% of recorded churn reasons - more than price and support combined.

Recommended action

Route new accounts without a completed integration into the activation playbook during their first 14 days.

Explore Bar Chart
Stacked Bar Chart - underlying values
StartupSMBMid-marketEnterprise
Low risk58214268132
Medium risk419613738
High risk37619214
Illustrative example RetainCLM stacked bar chart showing customer count by segment split into low, medium and high churn risk tiers
Chart 06 · Comparison

Stacked Bar Chart

Compare totals and their make-up side by side.
What is it?
A stacked bar chart splits each bar into segments, so the full bar is a total and each block is a part of it. A 100% stacked variant normalises every bar to the same height, which compares mix while discarding size.
Why is it useful?
It is the compact way to ask 'is this group's composition different from that one's' across many groups at once.
RetainCLM example
Break each customer segment into risk tiers. A segment whose bar is short but almost entirely red is a smaller problem than its colour suggests - and the stacked form shows both facts together.
AI Insight

Mid-market carries the largest absolute number of high-risk customers, but the highest high-risk *share* sits in the smallest segment, startups.

Recommended action

Size playbooks by absolute count for mid-market and by share for startups; the same threshold means different things at different segment sizes.

Explore Stacked Bar Chart
Radar Chart - scores out of 100
Usage depthFeature breadthEngagementSupport healthPayment healthIntegrations
Healthy accounts827888749280
At-risk accounts462839628524
Illustrative example RetainCLM radar chart comparing healthy and at-risk customer account profiles across six health dimensions
Chart 07 · Comparison

Radar Chart

The shape of a profile across many dimensions.
What is it?
A radar chart places each dimension on its own spoke radiating from a centre and joins the values into a closed shape. You compare profiles by comparing shapes.
Why is it useful?
When an account is scored on six or seven dimensions at once, the useful question is rarely 'what is the value of dimension four' - it is 'is this account lopsided, and where'. A shape answers that instantly.
RetainCLM example
Overlay a healthy account's profile with an at-risk one across usage depth, feature breadth, support load, engagement, payment health and integration coverage. The dent in the shape names the intervention.
AI Insight

At-risk accounts track healthy ones closely on payment health and support load, and diverge almost entirely on feature breadth and integration coverage.

Recommended action

Weight breadth-of-adoption signals more heavily than billing signals in the risk model for this cohort.

Explore Radar Chart
Composed Chart - underlying values
JanFebMarAprMayJunJulAugSepOctNovDec
Customers lost212324262729313334363841
Churn rate2.52.62.62.82.82.93.03.13.13.33.43.6
Illustrative example RetainCLM composed chart with bars for monthly churned customer count and a line for churn rate percentage
Chart 08 · Comparison

Composed Chart

Bars for the count, a line for the rate.
What is it?
A composed chart combines two mark types on one time axis - typically bars for a count on the left axis and a line for a rate or ratio on the right.
Why is it useful?
Counts and rates tell contradictory stories on their own. Churned-customer *count* rises simply because the base grows; churn *rate* can fall at the same time. Showing both prevents each from being read as the whole picture.
RetainCLM example
Bar the number of customers lost each month against a line for churn rate. When bars climb and the line is flat, the business is growing, not deteriorating.
AI Insight

Churned-customer count rose 40% over the year while churn rate rose only 1.1 points - most of the increase in losses is base growth, not decay.

Recommended action

Report rate to leadership and count to the retention team; they need different denominators to make correct decisions.

Explore Composed Chart

Distribution & Relationships

How two or three measures move together, and where the outliers sit.

Scatter Chart - one row per account
Engagement scoreChurn risk (%)
12, 881288
18, 791879
22, 842284
15, 721572
28, 682868
9, 91991
31, 743174
24, 612461
19, 661966
74, 817481
68, 766876
81, 728172
77, 667766
71, 637163
86, 698669
21, 342134
33, 283328
17, 411741
39, 223922
26, 372637
44, 314431
61, 196119
72, 147214
83, 118311
66, 246624
79, 217921
91, 9919
88, 178817
58, 275827
94, 139413
69, 316931
76, 367636
84, 298429
Illustrative example RetainCLM scatter chart plotting customer engagement score against predicted churn risk with four labelled quadrants
Chart 09 · Distribution & Relationships

Scatter Chart

Every customer is a dot. Patterns appear on their own.
What is it?
A scatter chart plots one measure against another, one point per entity. Nothing is aggregated away, so the relationship between the two measures - and every account that defies it - stays visible.
Why is it useful?
Averages hide the accounts that matter. A scatter is how you find the customer who is paying the most and using the product the least, which no bar chart of segment averages will ever surface.
RetainCLM example
Plot engagement score against churn risk, one dot per account, sized by nothing and coloured by risk tier. The high-risk dots sitting in the high-engagement region are the interesting ones - their risk is not coming from disengagement.
AI Insight

A cluster of high-value accounts shows high engagement *and* high churn risk - a combination that usually indicates a commercial or champion problem rather than a product-usage one.

Recommended action

Route this quadrant to an account-management review rather than a re-engagement email sequence.

Explore Scatter Chart
Bubble Chart - one row per account
Engagement scoreChurn risk (%)Annual contract value
Northwind Systems1486148000
Halcyon Group717496000
Vertex Labs2668122000
Bright Harbor826374000
Kestrel Co345741000
Lumen Retail197828000
Ardent Media584436000
Pinecrest443919000
Meridian Health762488000
Foxglove Inc881654000
Tidewater632123000
Aster Digital911231000
Quill & Co513312000
Basalt Ltd384716000
Illustrative example RetainCLM bubble chart plotting engagement against churn risk with bubble area showing annual contract value
Chart 10 · Distribution & Relationships

Bubble Chart

A scatter chart that also knows what each dot is worth.
What is it?
A bubble chart is a scatter chart with a third measure encoded as the area of each point. Two positional dimensions, one size dimension.
Why is it useful?
Risk without value is a to-do list in the wrong order. Sizing each account by revenue turns 'which accounts are at risk' into 'which risk is expensive', which is the question that actually decides where a team spends its week.
RetainCLM example
Plot engagement against churn risk and size each bubble by annual contract value. The big bubble in the high-risk region outranks a dozen small ones next to it.
AI Insight

Four accounts account for more revenue-at-risk than the other sixty at-risk accounts combined.

Recommended action

Handle those four as named account reviews; automate the long tail.

Explore Bubble Chart
Churn Risk Heatmap - values in %
JanFebMarAprMayJunJulAugSepOctNovDec
Enterprise111012111011121110111011
Mid-market242526272629343944495458
SMB313233343335363537383940
Startup424443454645474847495051
Self-serve555658575960616062636466
Illustrative example RetainCLM churn risk heatmap showing average churn risk by customer segment across twelve months, with mid-market risk rising
Chart 11 · Distribution & Relationships

Churn Risk Heatmap

Two dimensions, one intensity. Patterns you cannot miss.
What is it?
A heatmap lays values out on a grid and encodes magnitude as colour intensity. Rows are one dimension, columns another, and every cell is the value where they meet.
Why is it useful?
It makes concentration obvious. A dense dark corner in a grid of a hundred cells is visible in well under a second - the same information as a table nobody would read.
RetainCLM example
Put customer segments on the rows and months on the columns, and shade by average churn risk. Risk that is climbing in one segment shows up as a row that darkens from left to right, long before it lands in a churn number.
AI Insight

Churn risk in the mid-market row has risen every month since June, while every other segment is flat - the pattern is segment-specific, not seasonal.

Recommended action

Investigate what changed for mid-market accounts in June rather than treating this as a company-wide retention decline.

Explore Churn Risk Heatmap

Customer Journey

How customers move between stages, and where they fall out.

Funnel Chart - customers reaching each stage
StageCount
Leads12400
Qualified4960
Customers1736
Activated1076
Renewed840
Illustrative example RetainCLM funnel chart showing the customer lifecycle from lead through customer, activated, at risk and churned
Chart 12 · Customer Journey

Funnel Chart

Where a sequence loses people, stage by stage.
What is it?
A funnel chart shows a fixed sequence of stages with the count remaining at each one. The narrowing between two stages is the drop-off between them.
Why is it useful?
In a strictly ordered process, the biggest single drop is usually where the biggest single improvement is available. A funnel puts that step-to-step loss in front of you instead of asking you to subtract.
RetainCLM example
Lead to customer to activated to at-risk to churned. RetainCLM reads the whole lifecycle as one funnel, so acquisition and retention losses are compared on the same scale rather than owned by two teams with two dashboards.
AI Insight

The largest single drop is between signup and activation, at 38%. That one step loses more accounts than every later stage combined.

Recommended action

Improving activation by 10 points would carry more customers to renewal than eliminating late-stage churn entirely.

Explore Funnel Chart
Customer Lifecycle Sankey - customers on each flow
TransitionCustomers
Healthy to Healthy430
Healthy to Watch96
Healthy to At risk24
Watch to Healthy68
Watch to Watch142
Watch to At risk74
At risk to Healthy21
At risk to Watch47
At risk to At risk118
Healthy to Retained498
Healthy to Downgraded21
Watch to Retained214
Watch to Downgraded51
Watch to Churned20
At risk to Retained68
At risk to Downgraded44
At risk to Churned104
Illustrative example RetainCLM Sankey diagram showing customer lifecycle movement between healthy, watch, at risk, recovered and churned states
Chart 13 · Customer Journey

Customer Lifecycle Sankey

Not just how many left - where they went.
What is it?
A Sankey diagram draws flows between states as ribbons whose thickness is proportional to volume. Every customer that moves from one state to another is part of a band you can trace end to end.
Why is it useful?
A funnel tells you 200 customers left a stage. A Sankey tells you 140 of them recovered, 45 downgraded and 15 churned outright - three completely different outcomes that a drop-off percentage flattens into one number.
RetainCLM example
Trace where last quarter's healthy accounts ended up. The thick ribbon from 'Healthy' into 'At risk' is the one to explain; the thin one from 'At risk' back to 'Healthy' is the one your playbooks are supposed to thicken.
AI Insight

Recovery flow from At risk back to Healthy is 31% of the volume moving the other way. The intervention path exists but is badly outpaced by decay.

Recommended action

Measure playbooks on recovered-to-decayed ratio, not on how many customers they touched.

Explore Customer Lifecycle Sankey
Lifecycle Flow - customers on each transition this month
TransitionCustomers
Onboarding to Active168
Onboarding to Dormant46
Active to At risk132
At risk to Active61
Active to Dormant88
At risk to Churned74
Dormant to Churned67
Dormant to Active29
Churned to Won back38
Won back to Active31
Illustrative example RetainCLM lifecycle flow diagram showing monthly customer transitions between onboarding, active, at risk, dormant, churned and won-back states
Chart 14 · Customer Journey

Lifecycle Flow

The lifecycle as a system, loops included.
What is it?
A lifecycle flow draws the states a customer can be in as nodes and the transitions between them as weighted arrows - including the ones that go backwards.
Why is it useful?
A real customer lifecycle is not a funnel. Customers recover, lapse again, upgrade after downgrading, and come back after churning. Only a diagram that permits cycles can represent that, and the size of the loops is exactly what retention work changes.
RetainCLM example
Show monthly transition volumes between onboarding, active, at risk, dormant, churned and won-back. The thickness of the at-risk-to-active arrow is the honest measure of whether the retention programme is working.
AI Insight

Dormant is the fastest-filling state: inbound exceeds outbound by roughly three to one, and almost all of its outbound flow goes to churned.

Recommended action

Dormancy, not at-risk, is where this business loses customers. Intervene on the active-to-dormant edge.

Explore Lifecycle Flow

Segmentation

How a whole breaks down into parts, and parts into sub-parts.

Segmentation Sunburst - customers per segment path
Segment pathCustomers
Enterprise / Financial services / Scale44
Enterprise / Financial services / Growth18
Enterprise / Healthcare / Scale31
Enterprise / Healthcare / Growth12
Enterprise / Manufacturing / Scale29
Mid-market / SaaS / Growth96
Mid-market / SaaS / Starter34
Mid-market / E-commerce / Growth78
Mid-market / E-commerce / Starter41
Mid-market / Professional services / Starter52
SMB / E-commerce / Starter124
SMB / Agencies / Starter87
SMB / Other / Starter63
Illustrative example RetainCLM sunburst chart showing customer segmentation by segment, industry and plan tier
Chart 15 · Segmentation

Segmentation Sunburst

A hierarchy you can see all the way down.
What is it?
A sunburst draws a hierarchy as concentric rings. The inner ring is the top level, each outer ring subdivides the ring inside it, and every arc's angle is proportional to its share of the whole.
Why is it useful?
Customer segmentation is naturally nested - region contains industry contains plan tier. A sunburst shows every level at once and keeps each level's shares summing correctly, which stacked lists of percentages rarely do.
RetainCLM example
Break the customer base down by segment, then by industry, then by plan. Reading outward from a thick inner arc tells you not just that mid-market is large but what it is actually made of.
AI Insight

78% of mid-market revenue sits in two industries, both on the same plan tier - a concentration the segment-level view completely hides.

Recommended action

Model those two industries separately; a single mid-market churn baseline is averaging two very different populations.

Explore Segmentation Sunburst
Treemap - revenue and risk tier per account
AccountSegmentRevenue (USD)Risk
Northwind SystemsEnterprise148000high
Vertex LabsEnterprise122000high
Halcyon GroupEnterprise96000medium
Meridian HealthEnterprise88000low
Bright HarborEnterprise74000medium
Foxglove IncMid-market54000low
Kestrel CoMid-market41000high
Ardent MediaMid-market36000medium
Aster DigitalMid-market31000low
Lumen RetailMid-market28000high
TidewaterSMB23000low
PinecrestSMB19000medium
Basalt LtdSMB16000medium
Quill & CoSMB12000low
Other SMBSMB44000low
Illustrative example RetainCLM treemap showing revenue by customer account, sized by contract value and coloured by churn risk tier
Chart 16 · Segmentation

Treemap

Every pixel is revenue. Concentration is unmissable.
What is it?
A treemap fills a rectangle with nested rectangles whose areas are proportional to value. Grouping is shown by nesting and colour; magnitude is shown by area.
Why is it useful?
It uses space more efficiently than any other part-of-whole form, which means it can show a hundred segments at once and still make the top five obvious.
RetainCLM example
Size each block by account revenue and colour it by risk tier. A large red block is the single most expensive thing on the page and needs no legend to find.
AI Insight

The top 8 accounts hold 41% of total revenue, and three of them are in the high-risk tier.

Recommended action

Revenue concentration turns those three accounts into a business risk, not an account-management task.

Explore Treemap
Ring Chart - value per slice
SliceValue
Healthy541
Watch274
At risk186
Critical86
Illustrative example RetainCLM ring chart showing overall retention rate of 87 percent with customer health band composition
Chart 17 · Segmentation

Ring Chart

One headline number, with its composition around it.
What is it?
A ring chart - a donut - is a pie with the centre removed. The hole is not decoration: it is where the single number the chart exists to communicate goes.
Why is it useful?
It answers 'what is the headline, and roughly what is it made of' in one object, which is why it works as a summary tile above a more precise chart.
RetainCLM example
Put overall retention rate in the centre and the health-band split around it. One glance gives the number and whether it is built on healthy customers or fragile ones.
Explore Ring Chart
Pie Chart - value per slice
SliceValue
Scale46
Growth34
Starter20
Illustrative example RetainCLM pie chart showing share of recurring revenue contributed by each plan tier
Chart 18 · Segmentation

Pie Chart

Share of a whole, when there are very few parts.
What is it?
A pie chart divides a circle into wedges whose angles are proportional to each part's share of the total.
Why is it useful?
It has one genuine strength: it makes 'these are parts of one whole' unmistakable, in a way that separate bars do not. That is worth something when the part-of-whole relationship is the actual point.
RetainCLM example
Show what share of revenue each plan tier contributes. With three or four plans the wedges are instantly legible and the 'this sums to all revenue' framing is correct.
Explore Pie Chart

Retention & Revenue

What retention is actually worth, and where revenue came from or went.

Cohort Retention Heatmap - percent of each cohort still active
CohortSizeM0M1M2M3M4M5M6
Jan142100887461565351
Feb1381008773625754-
Mar15110089766459--
Apr164100928170---
May158100938372---
Jun171100948574---
Jul1661009486----
Aug17910095-----
Illustrative example RetainCLM cohort retention heatmap showing the percentage of each monthly customer cohort still active over six months
Chart 19 · Retention & Revenue

Cohort Retention Heatmap

Did the customers we signed last spring stay?
What is it?
A cohort retention heatmap groups customers by when they joined - one row per acquisition cohort - and reads across the columns to show how many were still active one month later, two months later, and so on. The result is a triangle, because newer cohorts have had less time to age.
Why is it useful?
A single overall retention number mixes customers acquired under different products, prices and onboarding flows. Cohorts separate them, which is the only way to tell 'retention improved' from 'we acquired more customers who had not churned yet'.
RetainCLM example
If the cohort that signed up after an onboarding change retains 12 points better at month three than the one before it, that is evidence the change worked - and no aggregate retention chart could have shown it.
AI Insight

Month-3 retention improves steadily for every cohort acquired after March, from 61% to 74% - the step change lines up with the onboarding release.

Recommended action

Attribute the gain to onboarding and hold the older cohorts as the control rather than re-running the comparison on aggregate retention.

Explore Cohort Retention Heatmap
Waterfall Chart - movement in $
StepValue
Opening MRR482000
New38400
Expansion21600
Contraction-17800
Churn-24900
Closing MRR499300
Illustrative example RetainCLM waterfall chart decomposing monthly recurring revenue movement into new, expansion, contraction and churn
Chart 20 · Retention & Revenue

Waterfall Chart

How you got from last month's revenue to this month's.
What is it?
A waterfall chart starts at an opening value, shows each positive and negative movement as a floating bar, and lands on a closing value. Every bar's position depends on the running total before it.
Why is it useful?
'Revenue went up 2%' is almost never the interesting fact. A waterfall decomposes it into new, expansion, contraction and churn - and those four can all be moving in directions the net number hides.
RetainCLM example
Opening MRR, plus new, plus expansion, minus contraction, minus churn, equals closing MRR. A month where expansion alone offsets heavy churn looks healthy in the net and alarming in the decomposition.
AI Insight

Net MRR grew 1.9%, but churn and contraction together removed 71% of what new and expansion added.

Recommended action

Growth here is being spent on replacing lost revenue. A retention point is worth more than an acquisition point at this ratio.

Explore Waterfall Chart

Gauge shows Net revenue retention at 104% on a scale from 80 to 130, against a target of 105%.

Illustrative example RetainCLM gauge chart showing net revenue retention at 104 percent against a target band
Chart 21 · Retention & Revenue

Gauge

One number, against the range that makes it mean something.
What is it?
A gauge places a single value on a bounded arc, with labelled bands marking the ranges that carry different meanings.
Why is it useful?
A number on its own is not information. '92%' means nothing until you know the target is 95% and anything under 88% triggers an escalation - and a gauge encodes exactly that context into the picture.
RetainCLM example
Show net revenue retention against its target band. The needle's position inside or outside the target zone is the entire message, readable from across a room.
Explore Gauge

See these charts on your own customer data

The library above runs on illustrative data. Book a demo and we will run the same visualizations against your customers, your segments and your revenue.

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