Drill to the actual records behind every number — the open invoices, the offline devices, the duplicate accounts, the at-risk contracts. Sort, filter, and export the work-list.
Sites that own one solution but not the others (rule R5) — the qualified cross-sell list, ranked by value.
| Customer | Site | Region | Brand | Fire | Security | AV | Cross-sell gap | Value |
|---|---|---|---|---|---|---|---|---|
| S. Gupta | Memphis Hub | West India | Invesco Asset Management (India) | ✓ | — | — | Security + Analytics | $0.2M |
| UPS | Louisville WHQ | West India | Hybrid Fund B | ✓ | — | — | Security + perimeter | $0.1M |
| R. Mehta | 731 Lexington (NYC) | NRI/Global Indian Clients | ELSS Fund A | ✓ | — | — | Security + Portfolio Management Dashboard | $0.1M |
| Corporate Treasury: Tata Group | Austin DC | West India | NRI Wealth Portfolio | — | ✓ | — | Fire + Portfolio Management Dashboard | $0.1M |
| IBM | RTP Campus | South India | Invesco Asset Management (India) | — | ✓ | — | Fire + ITM | $0.1M |
| NRI Wealth Client: A. Patel | Oakland Med | West | Invesco Asset Management (India) | ✓ | ✓ | — | AV / nurse-call | $0.1M |
| Tax-saving Investor: M. Desai | San Jose Mfg | West | NRI Wealth Portfolio | ✓ | ✓ | — | AV / collaboration | $0.1M |
| R. Mehta | Princeton DC | NRI/Global Indian Clients | ELSS Fund A | ✓ | — | ✓ | Security | $0.1M |
| Retirement Planner: L. Singh | Reston DC | India | Invesco Asset Management (India) | — | ✓ | — | Fire + ITM | $0.1M |
| Institutional Client: ICICI Bank | Framingham HQ | NRI/Global Indian Clients | CRM / KYC Portal | ✓ | — | — | Security | $0.0M |