Portfolio dashboard
Portfolio data last refreshed 2 hours ago
Fictional data · Human review required
Total accounts
12
Portfolio ARR
£1.3M
Green accounts
6
Amber accounts
3
Red accounts
3
At-risk ARR
£677K
Renewals next 90 days
3
Accounts with stale data
1
No contact 30+ days
2
Onboarding behind schedule
4
Health distribution
Today's priority queue
Ranked by health tier, renewal proximity, score movement, ARR, contact gap, data freshness, support severity and onboarding delay.
Main risk: Onboarding 8 weeks behind, sponsor disengaged, critical ticket open, renewal in under 90 days.
Why prioritised: Red health tier · Renewal in 62 days · Health score down 15 points in 30 days · High ARR exposure · No contact for 34 days · Signal data is stale · 2 open issues at high or critical severity · Onboarding behind schedule
Next action: Escalate internally and request a joint recovery review with the COO within five working days.
Main risk: Champion departed, sponsor seat vacant, 43 days without contact and renewal in 54 days.
Why prioritised: Red health tier · Renewal in 54 days · Health score down 12 points in 30 days · High ARR exposure · No contact for 43 days
Next action: Run a stakeholder mapping exercise and secure a new executive sponsor within two weeks.
Main risk: Recurring integration defect is blocking rollout velocity and eroding confidence.
Why prioritised: Amber health tier · Health score down 4 points in 30 days · 1 open issue at high or critical severity · Onboarding behind schedule
Next action: Escalate the EPOS connector defect to engineering and publish a dated rollout recovery plan.
Main risk: Strong usage but no agreed outcome measurement with renewal 41 days away.
Why prioritised: Amber health tier · Renewal in 41 days · High ARR exposure
Next action: Run a value-evidence workshop with finance to agree the utilisation baseline before renewal.
Main risk: Onboarding stalled on customer-side security approval; no first value 74 days in.
Why prioritised: Red health tier · Onboarding behind schedule
Next action: Ask the champion for an executive nudge to IT security and set a dated credential deadline.
Onboarding 8 weeks behind, sponsor disengaged, critical ticket open, renewal in under 90 days.
Onboarding stalled on customer-side security approval; no first value 74 days in.
Champion departed, sponsor seat vacant, 43 days without contact and renewal in 54 days.
Recurring integration defect is blocking rollout velocity and eroding confidence.
Strong relationship but narrow feature adoption and an onboarding blocker before peak season.
Strong usage but no agreed outcome measurement with renewal 41 days away.
Excellent relationship, but value is capped by shallow feature adoption ahead of renewal.
Healthy overall, but LATAM adoption is falling and unmeasured.
No material risk. Low-touch account performing to plan.
No material risk. Maintain cadence and protect the reference relationship.
No risk. Expansion readiness is the active opportunity.
No risk. Protect the relationship and convert the expansion opportunity.