Portfolio
The book of business at a glance — health distribution, net retention, and where the at-risk dollars concentrate by renewal urgency.
NRR (true)
—
Needs two months of ARR history
GRR
—
Needs two months of ARR history
NRR proxy
94.7%
Retention-only proxy over 8 resolved renewals · last 90 days
At-risk share
40.1%
$578,000 ARR flagged at churn risk
Total book
$789,000
12 monitored accounts
Health distribution
$ARR by classification
- Likely churn
- $316,000 · 3
- At risk
- $262,000 · 3
- Standard
- $103,000 · 3
- Expansion
- $108,000 · 3
Accounts by severity
- HIGH
- 3 · $316,000
- MED
- 3 · $262,000
- LOW
- 6 · $211,000
At-risk by renewal cohort
$578,000 at risk in horizon| Renews within | Accounts | At-risk ARR | High | Med | Low |
|---|---|---|---|---|---|
| ≤14 days | 1 | $72,000 | $72,000 | $0 | $0 |
| ≤30 days | 1 | $148,000 | $148,000 | $0 | $0 |
| ≤60 days | 3 | $274,000 | $96,000 | $178,000 | $0 |
| ≤90 days | 1 | $84,000 | $0 | $84,000 | $0 |
At-risk accounts (at-risk or likely-churn) with a dated renewal inside the next 90 days, split by severity. Monthly-cadence accounts are on the rollup cards.
Top at-risk accounts
cus_acme_robotics
HIGH
likely churn
Exec sponsor intro
$148,000
21d to renewal
cus_helix_cloud
MED
at risk
Feature unlock
$120,000
52d to renewal
cus_brixton_labs
HIGH
likely churn
Exec sponsor intro
$96,000
34d to renewal
cus_pelican_health
MED
at risk
CSM check-in
$84,000
63d to renewal
cus_mailroom_inc
HIGH
likely churn
Discount offer
$72,000
11d to renewal
cus_cobalt_forge
MED
at risk
CSM check-in
$58,000
46d to renewal