Customer Intelligence Dashboard

Behavioral Segmentation & Propensity Modeling

1,847 Accounts NRR 108.4% $1.8M At-Risk ARR

Helix Platform

Workflow Automation SaaS

Last Updated: Today 09:15 AM

Expansion Propensity Avg

0.58

+0.07 vs Q3

EDI Red Zone

$1.8M ARR

Cluster Churn Rate

14%

-9% from 23%

Adoption Depth Score

6.2

+1.3 (out of 10)

Model Calibration

9.1%

Within threshold

Expansion-Ready Accts

127

Propensity >0.72

Behavioral Segmentation — Usage × Engagement by Cluster

Power Users

Champion Accounts

Active Explorers

Passive Users

Onboarding

Lifecycle Stage Conversion Velocity

Propensity-to-Expand by Segment

Feature Adoption Depth by Behavioral Cluster

Workflows

Automations

Integrations

Analytics

Templates

Collaboration

API Access

Custom Fields

Power Users

9.2

8.7

7.9

7.2

8.5

7.4

9.1

8.3

Champion Accts

8.8

9.4

8.6

9.0

7.8

8.9

7.5

7.1

Active Explorers

6.9

7.3

5.8

6.6

7.6

6.4

4.9

5.2

Passive Users

3.2

4.1

2.8

3.0

4.3

3.5

1.9

2.4

Onboarding

4.7

5.4

3.6

4.2

5.9

4.5

2.1

3.3

Scale: 0–10 (depth of feature adoption)

Top Expansion-Ready Accounts (Propensity > 0.72)

Account	Cluster	Propensity	ARR	EDI	Adoption	Days to Renewal	Action
Acme Industries	Champion	0.89	$124K	Green	8.7	47	Schedule CSM
TechFlow Corp	Power User	0.86	$98K	Green	9.2	62	Upsell Ready
DataSync Solutions	Champion	0.84	$156K	Green	8.4	29	Tier Upgrade
CloudBridge Inc	Active Explorer	0.81	$67K	Green	7.6	91	Feature Expansion
Nexus Ventures	Power User	0.79	$143K	Green	8.9	54	Enterprise Path
Precision Labs	Champion	0.77	$89K	Yellow	8.1	38	Nurture + Expand
StreamOps Co	Active Explorer	0.76	$72K	Green	7.3	103	Add-on Package
Velocity Systems	Power User	0.74	$112K	Green	9.0	76	API Tier Upsell