Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$540K of cross-sell whitespace sits across 10 accounts on $4.0M of revenue, while 1 accounts ($240K) are flagged high-churn. Defend the at-risk book first, then attack whitespace where the portfolio expands fastest.
3 of 4 headline metrics improving vs prior · still off target: ARR $5M vs $5M, Whitespace $6M vs $7M, DSO 56d vs 50d
1 accounts at high churn risk put $240K of revenue in play; a save here protects recurring ARR directly.
Each churn point on the base ≈ recurring revenue lost.
Each churn point on the base ≈ recurring revenue lost.
Each churn point on the base ≈ recurring revenue lost.
Pick an account for a one-page profile that turns the data into a move — a cross-sell play for sales, an expansion/renewal plan for success, and a collect-or-hold call for credit — each benchmarked against the portfolio.
Account is well-penetrated ($80K whitespace). Protect share and pursue the open $320K Security deal.
Healthy expansion (NRR 108%, +2 vs peer). Lock a multi-year renewal and reference-customer status.
Cash position healthy (DSO 47d, within peer). No action.
10 named accounts · $4.0M revenue · $540K of cross-sell whitespace · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| Reliance Retail | Apparel | $700K | $170K | 108% | 47d | $80K | 89 | Grow |
| Tata Cliq | E-commerce | $610K | $200K | 119% | 44d | $120K | 92 | Grow |
| Flipkart | Pharmaceuticals | $540K | $120K | 112% | 58d | $50K | 87 | Grow |
| Amazon India | Retail | $490K | $140K | 104% | 63d | $70K | 81 | Maintain |
| UPS | Apparel | $430K | $110K | 106% | 49d | $60K | 84 | Maintain |
| IBM | E-commerce | $370K | $100K | 101% | 52d | $40K | 78 | Maintain |
| Pharmeasy | Retail | $270K | $70K | 105% | 55d | $50K | 79 | Maintain |
| Myntra | Retail | $240K | $60K | 97% | 67d | $20K | 64 | Defend |
| Future Group | E-commerce | $220K | $80K | 110% | 41d | $30K | 86 | Grow |
| Croma | Consumer Goods | $150K | $50K | 100% | 59d | $20K | 72 | Maintain |
Read it as a worklist: Cross-sell = whitespace ≥ $1.5M · Grow = NRR ≥ 108% · Defend = high churn risk · everything else, maintain.
One click into the owning view — each reads the same live governed dataset.