Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.
$80K of cross-sell opportunity sits across 10 accounts on $570K of revenue, while 1 accounts ($30K) 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 Retention Rate 93.0% vs 95.0%, Recurring Fee Income ₹28Cr vs ₹32Cr, Dry Powder ₹60Cr vs ₹70Cr
1 accounts at high churn risk put $30K 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 ($10K whitespace). Protect share and pursue the open $40K 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 · $570K revenue · $80K of cross-sell opportunity · 1 at churn risk.
| Account | Industry | Revenue | ARR | NRR | DSO | Whitespace | Health | Verdict |
|---|---|---|---|---|---|---|---|---|
| Camcom | Human Capital Management | $100K | $20K | 108% | 47d | $10K | 89 | Grow |
| PagarBook | AI/ML | $90K | $30K | 119% | 44d | $20K | 92 | Grow |
| Bizom | Enterprise SaaS | $80K | $20K | 112% | 58d | $10K | 87 | Grow |
| Recykal | Adtech | $70K | $20K | 104% | 63d | $10K | 81 | Maintain |
| UPS | Human Capital Management | $60K | $20K | 106% | 49d | $10K | 84 | Maintain |
| IBM | AI/ML | $50K | $10K | 101% | 52d | $10K | 78 | Maintain |
| AI/ML startups | Adtech | $40K | $10K | 105% | 55d | $10K | 79 | Maintain |
| Lastaki Advisors | Retail | $30K | $10K | 97% | 67d | $0K | 64 | Defend |
| SMB founders (India) | AI/ML | $30K | $10K | 110% | 41d | $0K | 86 | Grow |
| B2B SaaS entrepreneurs | Business Support Services | $20K | $10K | 100% | 59d | $0K | 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.