Renewal & Expansion Health — Q4 2024 View
| Account Name | ARR | CSM | Health Score | Seat Util% | Renewal Date | Risk Factor | Next Action |
|---|---|---|---|---|---|---|---|
| TechGiant Corp | $1.4M | Sarah Chen |
42
|
34% | 2025-01-15 | Disengaged | Executive alignment call |
| CloudSync Ltd | $280K | Marcus Rodriguez |
48
|
52% | 2025-02-01 | Usage Gap | Enablement workshop |
| Vertex Industries | $420K | Emily Wang |
53
|
68% | 2025-01-28 | Escalation | CSM-to-exec escalation |
| Quantum Networks | $185K | Sarah Chen |
56
|
44% | 2025-02-12 | Low NPS | Product feedback loop |
| DataFlow Systems | $310K | Marcus Rodriguez |
67
|
73% | 2025-03-05 | Usage Gap | Feature adoption review |
| Nexus Operations | $95K | Emily Wang |
82
|
87% | 2025-02-20 | Low NPS | Upsell conversation |
| Apex Solutions | $520K | Sarah Chen |
78
|
81% | 2025-01-31 | Disengaged | Stakeholder mapping |
| Pioneer Tech | $145K | Marcus Rodriguez |
91
|
94% | 2025-03-15 | Expansion Ready | Present upsell proposal |
| Risk Type | Accounts Treated | Intervention Used | Pre-Health Avg | Post-Health Avg | GRR Impact | Win Rate % |
|---|---|---|---|---|---|---|
| Usage Gap | 34 | Enablement workshop + weekly check-ins | 52 | 71 |
+8.2%
|
76% |
| Escalation | 18 | CSM-to-executive alignment call | 48 | 68 |
+6.5%
|
72% |
| Low NPS | 22 | Product feedback loop + roadmap preview | 56 | 69 |
+5.8%
|
68% |
| Disengaged | 26 | Multi-threading stakeholder mapping | 51 | 64 |
+4.1%
|
61% |
| Late QBR | 15 | Accelerated QBR with exec sponsor | 58 | 70 |
+3.2%
|
58% |
| Payment Issue | 9 | Billing resolution + contract extension | 62 | 73 |
+2.8%
|
44% |