Account Health & Retention Intelligence

Meridian Analytics | Portfolio: 187 accounts, $12.4M ARR | Updated: Today 9:14 AM

Portfolio NRR
108%
↓ 4% vs Q3
Avg Health Score
72
↑ 2 pts vs LW
ARR at Risk
$2.8M
14 accounts
Avg DAU/MAU
0.42
↑ 0.05
NPS Momentum
+12
30d delta
Support Sentiment
-0.04
Recovering

ARR at Risk by Health Score

Bubble size = Days to Renewal | Critical: <55, High Risk: 55-65, At Risk: 65-75

Health Score Distribution

187 accounts across health segments

Renewal Probability by Segment

ML-derived probability distribution

Feature Adoption Breadth vs. Renewal Probability

Accounts grouped by module activation rate (% of paid modules active)

Critical & At-Risk Accounts

Account Name ARR Health Score Days to Renewal Risk Level DAU/MAU NPS Δ CSM
Thorngate Logistics $420K 48 34 Critical 0.22 -18 S. Chen
Alvarez Financial $310K 51 22 Critical 0.28 -12 M. Rodriguez
Cerulean Health $280K 53 61 Critical 0.31 -8 J. Patel
Vanguard Manufacturing $245K 58 45 High Risk 0.35 -5 S. Chen
Nexus Technologies $198K 61 78 High Risk 0.38 +2 L. Thompson
Redwood Partners $176K 63 52 High Risk 0.41 +4 M. Rodriguez
Cascade Insurance $165K 67 91 At Risk 0.44 +6 J. Patel
Pinnacle Retail $152K 69 68 At Risk 0.48 +8 A. Kim
Horizon Energy $148K 72 105 At Risk 0.52 +11 L. Thompson
Meridian Ventures $134K 74 87 At Risk 0.56 +14 S. Chen

CSM Portfolio Risk Concentration

ARR at risk by CSM owner

Time-to-Value Achievement

% of accounts reaching activation milestones

Executive Engagement & Expansion Signals

Last 12 weeks | Blue: Exec touchpoints, Orange: Expansion opportunity score

Support Sentiment Trend by Risk Segment

16-week rolling sentiment index | Week 11: Platform outage impact visible