Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$163.3M of cross-sell whitespace sits across 10 accounts on $1205.2M of revenue, while 1 accounts ($72.6M) are flagged high-churn. Defend the at-risk book first, then attack whitespace where the portfolio expands fastest.
3 of 4 headline metrics improving vs prior · still off target: Net Revenue Retention 105.0% vs 110.0%, Annual Recurring Revenue $410M vs $500M, Market Whitespace $3.50B vs $4.00B
1 accounts at high churn risk put $72.6M 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 $23.8M of whitespace — Education 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 · $1205.2M revenue · $163.3M of cross-sell whitespace · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| Limoges Plant | Education | $210.9M | $49.9M | 108% | 47d | $23.8M | 89 | Cross-sell |
| Retail Segment | Commercial Buildings | $182.5M | $59.0M | 119% | 44d | $36.3M | 92 | Cross-sell |
| North America Operations | Industrial Facilities | $161.0M | $35.1M | 112% | 58d | $15.9M | 87 | Cross-sell |
| Data Center Segment | Data Centers | $146.3M | $43.1M | 104% | 63d | $20.4M | 81 | Cross-sell |
| UPS | Education | $128.1M | $32.9M | 106% | 49d | $18.1M | 84 | Cross-sell |
| IBM | Commercial Buildings | $110.0M | $29.5M | 101% | 52d | $12.5M | 78 | Cross-sell |
| Group Legrand India | Data Centers | $81.6M | $21.5M | 105% | 55d | $14.7M | 79 | Cross-sell |
| Netatmo IoT Assets | Retail | $72.6M | $19.3M | 97% | 67d | $6.8M | 64 | Defend |
| BTicino International | Commercial Buildings | $65.8M | $23.8M | 110% | 41d | $10.2M | 86 | Cross-sell |
| Regional Operations | Residential Construction | $46.5M | $13.6M | 100% | 59d | $4.5M | 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.