Account Portfolio Depth & Multi-Product Adoption Dashboard

Helix Platform · 580 Accounts · $43M ARR · Target: GRR 95% by Q4 FY26

Avg Portfolio Breadth Score
48.3/100
+3.2
Gross Revenue Retention
91.4%
+1.8%
Dormant Module Rate
31.7%
+7.7%
Avg T2SPA
58d
-16d
Integration Depth Score
6.4/10
+0.7
Tier 4 Accounts
127 accts
+19

Module-to-Module Conversion Heatmap

Core HRIS
Analytics
Integrations
AI Insights
Security
Reporting+
Mobile
Core HRIS
73%
58%
34%
62%
61%
42%
Analytics
51%
38%
81%
29%
76%
33%
Integrations
47%
44%
23%
72%
39%
56%
AI Insights
14%
67%
18%
21%
69%
16%
Security
59%
27%
68%
22%
31%
43%
Reporting+
54%
83%
37%
74%
28%
32%
Mobile
45%
34%
57%
12%
41%
36%

Conversion rate = % of accounts with row module that added column module within 180 days

Portfolio Breadth Distribution

Cohort GRR by Portfolio Tier

Account Portfolio Detail Table

Account Name ARR Modules Breadth Score Tier Dormant Integrations T2SPA
TechFlow Systems $287k 6/7 84.2 Tier 4 1 8 41d
Quantum Retail Group $156k 5/7 72.8 Tier 3 2 5 52d
Apex Healthcare Partners $423k 7/7 96.4 Tier 4 0 12 34d
Meridian Financial $92k 3/7 48.1 Tier 2 0 3 67d
Velocity Logistics $64k 2/7 31.7 Tier 1 0 1 89d
Cascade Manufacturing $189k 5/7 68.9 Tier 3 1 6 59d
Summit Consulting $37k 1/7 18.3 Tier 1 0 0
Horizon Energy Solutions $214k 6/7 81.6 Tier 4 1 7 46d

Integration Depth Score vs. Churn Rate

Time-to-Second Product Adoption Trend

Dormant Module Activation Queue

Account Name Dormant Module Days Dormant ARR at Risk CSM Owner Priority Action
DataVault Inc AI Insights 127 $24k S. Martinez High
NexGen Media AI Insights 114 $18k K. Chen High
Peak Performance Co AI Insights 98 $31k A. Patel Medium
Silverline Enterprises Mobile Workflows 83 $12k J. Thompson Medium
Fusion Biotech AI Insights 76 $22k R. Johnson Medium
Orbital Solutions Reporting+ 64 $9k M. Lee Low
Ridgeline Capital AI Insights 58 $27k S. Martinez Low
Vertex Analytics AI Insights 51 $16k K. Chen Low

61 AI Insights licenses showing zero adoption events since Q2 FY25 launch — primary driver of 31.7% dormant rate