Total ARR
$2.92M40 managed accountsPORTFOLIO OVERVIEW
Customer Success Command Center
See where risk is building, why it matters, and where to focus next.
ARR at risk
$1.28M17 accounts · 44% of portfolioHealthy accounts
48%19 of 40 accountsRenewals · 90 days
$884K11 accounts approaching renewalPRIORITY QUEUE
View all 40 Needs attention today
Highest-impact situations across risk, onboarding, and growth.
P1ASAcme Systems$120K ARR · Enterprise · renews in 42dSchedule an executive value and renewal review48CriticalP1MTMeridian Telecom$174K ARR · Enterprise · renews in 82dCoordinate a support escalation and customer recovery plan48CriticalP1IHIndigo Health$137K ARR · Enterprise · renews in 73dSchedule an executive value and renewal review55At RiskP1PLPioneer Legal$61K ARR · Mid-Market · renews in 55dBegin a value-led renewal risk review53At Risk
PORTFOLIO HEALTH
Account distribution
40Accounts
Healthy1948%
Monitor410%
At Risk1538%
Critical25%
PORTFOLIO MOMENTUM
Last 6 monthsHealth and adoption trend
Interventions are reducing risk while adoption strengthens.
COMMERCIAL EXPOSURE
Open view Renewals in 90 days
$884Ktotal renewal exposure$569K currently at risk
ONBOARDING OPERATIONS5 stalled implementations
8 accounts are actively onboarding
CRITICAL RISK2 accounts need escalation
$294K ARR exposed
EXPANSION SIGNALS12 qualified opportunities
$1.06M ARR with growth signals
OPERATIONAL INSIGHTSWhat is driving portfolio change?
Explore patterns across segments
ARR BY HEALTH
Risk concentration
ONBOARDING