Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$808.1M of cross-sell whitespace sits across 10 accounts on $5965.0M of revenue, while 1 accounts ($359.1M) 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 102.0% vs 105.0%, Recurring Revenue $11.20B vs $12.00B, Market Whitespace $25.00B vs $30.00B
1 accounts at high churn risk put $359.1M 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.
Lead a cross-sell into $117.8M of whitespace — Oral Care account already on 24% recurring; attach the missing discipline + monitoring.
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 · $5965.0M revenue · $808.1M of cross-sell whitespace · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| Walmart | Oral Care | $1043.7M | $246.9M | 108% | 47d | $117.8M | 89 | Cross-sell |
| CVS | Cosmetics | $903.5M | $291.8M | 119% | 44d | $179.6M | 92 | Cross-sell |
| Carrefour | Fragrances | $796.8M | $174.0M | 112% | 58d | $78.6M | 87 | Cross-sell |
| Sephora | Skincare | $723.9M | $213.2M | 104% | 63d | $101.0M | 81 | Cross-sell |
| UPS | Oral Care | $634.1M | $162.7M | 106% | 49d | $89.8M | 84 | Cross-sell |
| IBM | Cosmetics | $544.3M | $145.9M | 101% | 52d | $61.7M | 78 | Cross-sell |
| Target | Skincare | $404.0M | $106.6M | 105% | 55d | $73.0M | 79 | Cross-sell |
| Amazon | Retail | $359.1M | $95.4M | 97% | 67d | $33.7M | 64 | Defend |
| Ulta Beauty | Cosmetics | $325.5M | $117.8M | 110% | 41d | $50.5M | 86 | Cross-sell |
| Douglas | Haircare | $230.1M | $67.3M | 100% | 59d | $22.4M | 72 | Cross-sell |
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.