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Cedar Financial
Fintech · Owned by Owen Brooks
85/ 100
HEALTH SCOREHealthy
ANNUAL RECURRING REVENUE$132KEnterprise account
RENEWAL24 days24 Sept 2026 · 91% likelihood
ACTIVE SEATS204 / 28073% utilization
LAST MEANINGFUL CONTACT13 days agoExpected cadence: 18 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 85Product AdoptionActive seats, core feature depth, and weekly usage trend7530%
EngagementContact recency and stakeholder engagement trend7920%
Value RealizationOnboarding progress, blockers, and time to first value10015%
SentimentCustomer sentiment and CSAT9015%
Support ExperienceOpen-ticket load and critical issue severity8210%
CommercialRenewal likelihood, timing, and expansion signals9710%
NEXT BEST ACTION
Recommended focus
P2Introduce premium workflow capabilities
Strong adoption, sentiment, and usage momentum indicate credible expansion readiness.
73% seat utilization+5% weekly usage trend4/5 core features adopted
- Goal
- Validate a qualified expansion path without disrupting customer value.
- Channel
- Value review + discovery
- Deadline
- Within 5 business days
PRODUCT ADOPTION
Usage and capability depth
↗ +5%Seat activation204 of 280
17 assistants9 workflows4 knowledge sources ONBOARDING & VALUE
Value realization
100%
✓Contract Signed
✓Technical Setup
✓Training
✓First Value
✓Complete
- Current stage
- Complete
- Time to value
- Complete
- Days since signup
- 334
- Target completion
- 25 Nov 2025
RELATIONSHIP & SUPPORT
Customer signals
SentimentPositive9/10 CSAT COMMERCIAL
Renewal & expansion
Expansion potential- ARR
- $132K
- Renewal date
- 24 Sept 2026
- Days remaining
- 24
- Expansion signal
- Qualified
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointReviewed progress against success outcomes.
18 Aug 2026 Support case updated1 issue remain open.
9 Aug 2026 Health score recalculatedUsage trend moved to stable.
25 Jul 2026