Customers
Success view of every active customer, including health, usage, and expansion signals.
Active Customers
4
Lifecycle stage: Customer
Managed ARR
$144,000
Renewable revenue under management
Expansion Pipeline
$181,000
Upsell pipeline tied to current customers
At Risk
1
Customers flagged for intervention
Available Growth PlaysHigh-fit potential $181,000
Marketing Automation Suite
$36,000 / year
Email campaigns, lead scoring, marketing analytics
Advanced Security Suite
$42,000 / year
Encryption, compliance, audit trails, HIPAA coverage
AI Insights Platform
$60,000 / year
Predictive analytics, forecasting, automated insights
Customer Health & Expansion
| Customer | Subscription | Tenure | Usage | Key Indicators | Recent Activity | Expansion Plan |
|---|---|---|---|---|---|---|
DataVault Systems Jennifer Walsh • Head of Analytics Enterprise • Chicago, IL | Analytics Platform Pro ARR $48,000 Contract end 3/12/2024 | 2y 9m 3/12/2023 Healthy | Analytics: 97% Reports: 340/mo Campaigns: 0/mo | Pain Points • Data processing slowdowns during peak loads • Security audit requirements Requests • Real-time processing • Advanced security monitoring | Last touch 7/10/2025 • Complained about slow report generation • Asked about AI-powered analytics | AI Insights Platform $60,000 AI Insights Platform |
RetailMax Solutions Amanda Foster • Director of Customer Experience Mid-Market • New York, NY | Analytics Platform Basic ARR $24,000 Contract end 6/8/2024 | 2y 6m 6/8/2023 Watch | Analytics: 89% Reports: 245/mo Campaigns: 156/mo | Pain Points • Email campaign limitations • Budget constraints for Q4 Requests • Advanced email templates • Customer journey mapping | Last touch 7/9/2025 • Hit email sending limits • Asked about payment plans | Marketing Automation Suite $36,000 Marketing Automation Suite |
SecureBank Financial Robert Chen • Chief Risk Officer Enterprise • Boston, MA | Analytics Platform Pro ARR $48,000 Contract end 9/15/2024 | 3y 3m 9/15/2022 Watch | Analytics: 94% Reports: 278/mo Campaigns: 89/mo | Pain Points • Regulatory compliance gaps • Fraud detection delays Requests • Real-time fraud detection • Automated compliance reporting | Last touch 7/8/2025 • Escalated fraud detection issues • Requested compliance audit | AI Insights Platform $85,000 Advanced Security Suite |
Nimbus Labs Kevin Park • VP of Growth SMB • San Francisco, CA | Analytics Platform Basic ARR $24,000 Contract end 10/12/2024 | 2y 2m 10/12/2023 At Risk | Analytics: 45% Reports: 67/mo Campaigns: 234/mo | Pain Points • Email deliverability issues • Campaign performance tracking Requests • Better email analytics • Campaign ROI tracking | Last touch 7/7/2025 • Complained about email bounces • Asked about deliverability integrations | Stabilize No upsell recommended None - focus on deliverability partner |