Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$8.4M of cross-sell whitespace sits across 10 accounts on $62.3M of revenue, while 1 accounts ($3.8M) are flagged high-churn. Defend the at-risk book first, then attack whitespace where the portfolio expands fastest.
4 of 4 headline metrics improving vs prior · still off target: Recurring Fee Income $3.20B vs $3.50B, Untapped AUM Opportunity $90.00B vs $100.00B, Average DSO 17d vs 15d
1 accounts at high churn risk put $3.8M 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 ($1.2M whitespace). Protect share and pursue the open $4.9M 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 · $62.3M revenue · $8.4M of cross-sell whitespace · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| Bharat Insurance | Corporate Treasuries | $10.9M | $2.6M | 108% | 47d | $1.2M | 89 | Grow |
| State Bank of India Employees Pension Fund | Retail Investors | $9.4M | $3.0M | 119% | 44d | $1.9M | 92 | Cross-sell |
| Rajiv Mehra | Pension Funds | $8.3M | $1.8M | 112% | 58d | $820K | 87 | Grow |
| Brookfield Corporation | High Net Worth Individuals | $7.6M | $2.2M | 104% | 63d | $1.1M | 81 | Maintain |
| UPS | Corporate Treasuries | $6.6M | $1.7M | 106% | 49d | $940K | 84 | Maintain |
| IBM | Retail Investors | $5.7M | $1.5M | 101% | 52d | $640K | 78 | Maintain |
| ICICI Prudential Life | High Net Worth Individuals | $4.2M | $1.1M | 105% | 55d | $760K | 79 | Maintain |
| Reliance Industries Staff Superannuation Fund | Retail | $3.8M | $1.0M | 97% | 67d | $350K | 64 | Defend |
| HDFC Life Insurance | Retail Investors | $3.4M | $1.2M | 110% | 41d | $530K | 86 | Grow |
| Aditya Birla Sun Life Insurance | Institutional Investors | $2.4M | $700K | 100% | 59d | $230K | 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.