+2 this qtr
4
Active Accounts
+8.3%
$2.4M
Total ARR
+4 pts
71
Avg Health Score
Needs action
1
At-Risk Accounts
Health Score Trend
Last 6 months
Jul
Aug
Sep
Oct
Nov
Dec
Account Portfolio
Health overview
Upcoming Renewals
Vertex TechLabsJan 2025 · 28d
Solara MedTechFeb 2025 · 55d
Nexaflow SystemsMar 2025 · 82d
AI Action Queue
Churn Rescue — Solara
Urgent · Due today
Expansion — Nexaflow
High · This week
EBR — Vertex TechLabs
Medium · Next week
Portfolio Health
Healthy (2)50%
At Risk (1)25%
Critical (1)25%
Account
Health
ARR
Stage
Renewal
CSM
AI Insights
Real-time intelligence across your portfolio
Churn Risk
Solara MedTech — Critical Signal
Login frequency dropped 78% over 30 days. Champion Adaeze Williams departed. Renewal in 45 days.
Solara MedTech · $350K ARR
Usage Drop
Vertex TechLabs — Adoption Decline
Analytics module usage dropped 45% this month. Schedule business review before January renewal.
Vertex TechLabs · $850K ARR
Expansion
Nexaflow Systems — Upsell Ready
94% feature adoption with 23% month-over-month growth. Enterprise tier upgrade opportunity of ~$120K.
Nexaflow Systems · $480K ARR
Prediction
Orion Retail Group — Q1 Renewal
91% renewal probability. Schedule call in January to lock in multi-year deal worth $1.6M.
Orion Retail Group · $720K ARR
Best Practice
Portfolio — Onboarding Optimization
Structured 90-day onboarding shows 34% higher retention. Apply Nexaflow model to Solara immediately.
All Accounts
NPS Drop
Vertex TechLabs — NPS Alert
NPS dropped from 42 to 18. Three detractors identified. Executive outreach recommended within 24 hours.
Vertex TechLabs
Playbooks
Automated workflows triggered by AI signals
Activity Timeline
Recent account activities and AI events
Solara MedTech — Churn Alert Triggered
AI detected 78% drop in login activity. Auto-escalated to Chiamaka Anumba.
Nexaflow Systems — QBR Completed
Quarterly business review completed. NPS 72. Expansion conversation initiated.
Vertex TechLabs — NPS Drop Detected
NPS fell from 42 to 18. Three detractors identified. Executive outreach dispatched.
Orion Retail Group — Renewal Forecast Updated
AI updated renewal probability to 91%. Multi-year proposal drafted.
Portfolio — Weekly AI Health Scan Complete
All 4 accounts scanned. Average health: 71. 2 risks and 1 expansion identified.
+12%
$2.4M
Total ARR
Pipeline
$240K
Expansion Pipeline
At Risk
$350K
At-Risk ARR
91%
$1.2M
Q1 Renewal Forecast
ARR by Account
Current fiscal year
Monthly Health Trend
Sep
Oct
Nov
Dec
Portfolio Summary
Total Accounts4
Avg Health Score71.3
Total ARR$2.4M
Renewal Rate YTD87%
Net Revenue Retention112%
🔗 Integrations
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CA
Chiamaka Anumba
Customer Success Manager
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Churn Risk AlertsImmediate alerts when an account enters churn risk
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AI Scan FrequencyHow often AI analyzes your portfolio
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Change PasswordLast changed 30 days ago
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CA
Chiamaka AnumbaCustomer Success Manager · chiamaka.anumba@company.com
You
TI
Tobenna IkennaCS Manager · tobenna@company.com
Manager
OA
Oluwaseun AdeyemiSenior CSM · oluwaseun@company.com
Senior CSM
EO
Emeka OkonkwoPlatform Admin · emeka@company.com
Admin