Account Intelligence & Expansion Revenue

Expansion Pipeline: $2.1M
Net Revenue Retention
108%
+4pp YoY
Expansion ARR (QTD)
$620K
+22% vs. last Q
ARR at Risk (90-day)
$890K
6 accounts
Expansion-Ready Accounts
14
Act within 14 days
Avg Health Score
72/100
-3pp declining
Logo Churn Rate
2.1%
3% threshold

Account Health Risk Matrix

NRR by Cohort Heatmap

1st Renewal
2nd Renewal
3rd Renewal
4th Renewal
Q1 2023
124%
128%
115%
112%
Q2 2023
121%
119%
110%
106%
Q3 2023
118%
114%
108%
98%
Q4 2023
116%
112%
105%
94%
Q1 2024
113%
109%
102%
91%
Q2 2024
110%
106%
99%
87%
Q3 2024
108%
104%
96%
84%
Q4 2024
105%
100%
93%
81%

Expansion ARR Trend

Stakeholder Breadth Distribution

1-contact accounts: 2.3x churn rate

Support Escalation Churn Correlation

At-Risk Accounts (Renewing Next 90 Days)

Account Name Tier ARR Renewal Date Health Score Primary Risk AM Owner Last QBR Next Action Expansion Signal
TechVenture Corp 2 $280K 34 days 38/100 Single-threaded Devon Park 97 days Executive QBR + risk plan
Orbis Group 2 $190K 28 days 42/100 2 P1 tickets Sarah Chen 82 days Escalation review call
Finmark Ltd 3 $110K 41 days 45/100 Low adoption Devon Park 104 days Adoption workshop
Nexus Analytics 1 $340K 58 days 62/100 QBR overdue Marcus Lee 95 days Schedule Q1 QBR 🚀
DataStream Partners 2 $215K 73 days 58/100 Usage decline James Rodriguez 46 days Usage health check
Quantum Insights 3 $95K 86 days 55/100 Champion left Sarah Chen 73 days Map new stakeholders

Feature Adoption Gap by Tier

Time-to-Expansion-Opportunity

QBR Completion Rate

Expansion Signal Breakdown

Logo Churn by Segment

Expansion Pipeline Opportunities

Account Current ARR Expansion Type Opportunity Amount Stage Close Date Signal Score Days Since Signal AM Owner
Stratford Systems $420K Seats $180K Proposal Sent Feb 28 84 8 Marcus Lee
Apex Solutions $310K Cross-sell $145K Negotiation Mar 15 78 12 Sarah Chen
Meridian Group $265K Upsell $95K Discovery Apr 5 72 19 James Rodriguez
Velocity Partners $195K Seats $78K Proposal Sent Mar 22 81 6 Devon Park
Catalyst Enterprises $380K Upsell $140K Negotiation Feb 20 76 15 Marcus Lee
Total Pipeline $638K