Client Portfolio Health

Agency: Meridian Creative Group
Net Revenue Retention
112.4%
+3.1% vs prior quarter
Portfolio Health (Avg)
74.2
+2.8 pts
Avg Effective Rate
$118/hr
-$4 vs target
Clients at Risk
3
ACTION REQUIRED
Utilization (Senior)
64.1%
On target
Upsell Pipeline
$485K
2.4x coverage

Client Health Score Trend

Client Portfolio Map

NRR Waterfall Decomposition

Client Detail Table

Client Name Health MRR Effective Rate Scope Creep % Revision Avg NPS Invoice Aging Upsell Pipeline Trend
Apex Fintech 82 $42K $128
8% 2.1 78 Current $42K
BrightPath Education 71 $28K $112
12% 2.4 68 30-60 $22K
CedarPoint Retail 89 $65K $142
4% 1.8 86 Current $85K
Driftwood Media 43 $18K $72
34% 3.8 44 30-60 $8K
ElkRun SaaS 77 $35K $124
9% 2.2 72 Current $38K
FortLine Insurance 68 $52K $115
14% 2.6 64 30-60 $28K
GreenArc Energy 91 $31K $156
0% 1.4 94 Current $60K
HalfMoon Hospitality 55 $22K $98
18% 2.9 52 60+ $12K
IndigoLabs Biotech 84 $48K $136
6% 1.9 81 Current $54K
JetStream Logistics 38 $15K $84
22% 3.4 22 60+ $0
KiteWorks Construction 73 $27K $119
11% 2.3 70 Current $24K
LunaCycle DTC 80 $39K $132
7% 2.0 76 Current $46K
MintBridge Health 86 $58K $145
5% 1.7 84 Current $68K
NovaPeak Consulting 61 $12K $102
16% 2.7 58 30-60 $0

Utilization by Team Tier

Scope Creep Velocity (Last 6M)

Revenue Concentration

HHI: 0.18

Invoice Aging Snapshot

Total: $287K

Upsell Pipeline by Stage

Effective Rate vs. Scope Creep Correlation

NPS Distribution

Monthly Revenue & Margin Trend