Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$1.1M of cross-sell whitespace sits across 10 accounts on $8.1M of revenue, while 1 accounts ($490K) 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 91.8% vs 94.0%, Recurring Fee Income $45M vs $48M, Market Opportunity $8.20B vs $9.00B
1 accounts at high churn risk put $490K 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 ($160K whitespace). Protect share and pursue the open $640K 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 · $8.1M revenue · $1.1M of cross-sell whitespace · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| S. Gupta | NRI Wealth Management | $1.4M | $340K | 108% | 47d | $160K | 89 | Grow |
| Corporate Treasury: Tata Group | Retail Investment | $1.2M | $400K | 119% | 44d | $240K | 92 | Grow |
| R. Mehta | Mutual Funds | $1.1M | $240K | 112% | 58d | $110K | 87 | Grow |
| NRI Wealth Client: A. Patel | Institutional Investment | $990K | $290K | 104% | 63d | $140K | 81 | Maintain |
| UPS | NRI Wealth Management | $860K | $220K | 106% | 49d | $120K | 84 | Maintain |
| IBM | Retail Investment | $740K | $200K | 101% | 52d | $80K | 78 | Maintain |
| Tax-saving Investor: M. Desai | Institutional Investment | $550K | $150K | 105% | 55d | $100K | 79 | Maintain |
| Institutional Client: ICICI Bank | Retail | $490K | $130K | 97% | 67d | $50K | 64 | Defend |
| Retirement Planner: L. Singh | Retail Investment | $440K | $160K | 110% | 41d | $70K | 86 | Grow |
| Hybrid Fund Investor: K. Rao | Tax-saving Solutions | $310K | $90K | 100% | 59d | $30K | 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.