Welcome [User]
Overview Metrics
Total Accounts
72
Active accounts
Happy (65%)
Neutral (25%)
Upset (10%)
Expansion Attainment
55%
$1.38M / $2.5M target
ARR Churned
70%
$0.7M of $1M ARR churned
Key Metrics
ARR in Open Opportunities
$2,350,000
12%since last 30 days
ARR at Risk
$750,000.00
5%since last 30 days
Customers with Negative Sentiment
45(Human + AI flagged)
8%since last 30 days
Customers with No Contact
15
2%since last 30 days
Actionable AI Insights
| Account name | ARR | Risk Score | Status | Discovery Insights & Outcome | Recommended Next Steps (with AI) | Last Updated | Action Required |
|---|---|---|---|---|---|---|---|
| Highway Haul Inc. | $125,000 | 95 | In Progress | High volume of support cases with average resolution time of 8 days Customer frustration with slow support response | Escalate priority cases to engineering and assign dedicated support manager | 25 Sep 2025 | |
| Apex Logistics | $210,000 | 92 | Pending | Customer satisfaction score dropped to 6.2/10 Risk of churn within 60 days | Schedule executive business review and address pain points | 24 Sep 2025 | |
| NorthStar Freight | $180,000 | 88 | Blocked | Missing ELD logs across 12% of fleet Compliance at risk with DOT | Request missing driver logs and schedule compliance refresher | 26 Sep 2025 |
3 results