Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$440K of cross-sell opportunity sits across 10 accounts on $3.3M of revenue, while 1 accounts ($200K) 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: Net Revenue Retention 97.0% vs 99.0%, Recurring Revenue ₹154Cr vs ₹160Cr, Segment Whitespace ₹9Cr vs ₹12Cr
1 accounts at high churn risk put $200K 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 ($60K whitespace). Protect share and pursue the open $260K 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 · $3.3M revenue · $440K of cross-sell opportunity · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| Sinha & Co. | Portfolio Services | $570K | $140K | 108% | 47d | $60K | 89 | Grow |
| Gupta Enterprises | Private Wealth | $500K | $160K | 119% | 44d | $100K | 92 | Grow |
| Arora Family Office | Investment Banking | $440K | $100K | 112% | 58d | $40K | 87 | Grow |
| Sharma Group | Family Office | $400K | $120K | 104% | 63d | $60K | 81 | Maintain |
| UPS | Portfolio Services | $350K | $90K | 106% | 49d | $50K | 84 | Maintain |
| IBM | Private Wealth | $300K | $80K | 101% | 52d | $30K | 78 | Maintain |
| Bajaj Institutional Fund | Family Office | $220K | $60K | 105% | 55d | $40K | 79 | Maintain |
| Chaudhary Family | Retail | $200K | $50K | 97% | 67d | $20K | 64 | Defend |
| Kumar & Sons | Private Wealth | $180K | $60K | 110% | 41d | $30K | 86 | Grow |
| Singh Business Ventures | Real Estate | $130K | $40K | 100% | 59d | $10K | 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.