Portfolio Health Overview
Executive summary · 20 accounts · $16,430/mo total revenue (ARR) · Avg risk score: 45.3
How to read this Thriving — healthy, no action needed At-Risk — showing warning signs, worth a check-in Churning — urgent, needs outreach now ARR = Annual Recurring Revenue
Thriving
12
▼ 2
$10,380/mo ARR
At-Risk
5
▼ 10
$4,080/mo ARR
Churning
3
▼ 8
$1,970/mo ARR at risk
Segment Breakdown
Health by vertical
Vertical Accounts Avg Score ✓ ⚠ ⚠⚠
Fintech 10 43.6 6 3 1
HR & People Ops 10 47.0 6 2 2
Expansion Pipeline
Top healthy accounts with upsell room
Veritas Capital AI +$399/mo
Fintech · Health score: 33.4
↗ Advanced AI Features
HireFlow AI +$399/mo
HR & People Ops · Health score: 32.2
↗ Advanced AI Features
Offerdesk +$399/mo
HR & People Ops · Health score: 31.7
↗ Advanced AI Features
Churn Risk
All 20 accounts ranked by risk · $23,640/yr churning ARR · $48,960/yr at-risk ARR
WorkflowHR Churning HR & People Ops · 3mo on platform $590/mo
98.0
— AI generation volume down 82% week-over-week
— workflow completion critically low (8%)
— login frequency near zero (0 session(s)/week)
OnboardAI Churning HR & People Ops · 4mo on platform $510/mo
93.9
— AI generation volume down 76% week-over-week
— workflow completion critically low (12%)
— login frequency near zero (1 session(s)/week)
RiskLedger Churning Fintech · 6mo on platform $870/mo
91.7
— AI generation volume down 72% week-over-week
— workflow completion critically low (15%)
— login frequency near zero (1 session(s)/week)
ComplianceTrack At-Risk Fintech · 12mo on platform $990/mo
68.1
— AI usage declining (-28.2% WoW)
— workflow completion rate weak (36%)
— integration depth low (2/10 integrations)
HRAssist Pro At-Risk HR & People Ops · 5mo on platform $600/mo
66.2
— AI usage declining (-25.5% WoW)
— workflow completion rate weak (41%)
— integration depth low (2/10 integrations)
Vault Credit AI At-Risk Fintech · 10mo on platform $950/mo
64.5
— AI usage declining (-25.4% WoW)
— workflow completion rate weak (40%)
— integration depth low (3/10 integrations)
ReconBot At-Risk Fintech · 7mo on platform $860/mo
62.3
— AI usage declining (-24.8% WoW)
— workflow completion rate weak (43%)
— integration depth low (3/10 integrations)
PolicyFlow At-Risk HR & People Ops · 8mo on platform $680/mo
60.3
— AI usage declining (-24.7% WoW)
— team seat count declining (-17%)
Veritas Capital AI Thriving Fintech · 7mo on platform $840/mo
33.4
— all signals within normal range
HireFlow AI Thriving HR & People Ops · 8mo on platform $620/mo
32.2
— all signals within normal range
Offerdesk Thriving HR & People Ops · 10mo on platform $660/mo
31.7
— all signals within normal range
Clearpath Lending Thriving Fintech · 9mo on platform $820/mo
29.6
— all signals within normal range
PeopleGraph Thriving HR & People Ops · 13mo on platform $700/mo
28.7
— all signals within normal range
Northbrook Risk Thriving Fintech · 11mo on platform $900/mo
27.8
— all signals within normal range
PulseHire Thriving HR & People Ops · 16mo on platform $750/mo
22.6
— all signals within normal range
Meridian Finance Thriving Fintech · 14mo on platform $950/mo
22.4
— all signals within normal range
TalentOS Thriving HR & People Ops · 20mo on platform $880/mo
19.8
— all signals within normal range
Stackline Credit Thriving Fintech · 22mo on platform $1,350/mo
18.4
— all signals within normal range
Apex Compliance Thriving Fintech · 18mo on platform $1,100/mo
17.5
— all signals within normal range
CompAssist Thriving HR & People Ops · 24mo on platform $810/mo
16.2
— all signals within normal range
Activation Tracker
14 underactivated · 6 on track · 30% activation rate
Sorted by overdue milestone count
WorkflowHR Churning ⚠ 7 overdue HR & People Ops · 3mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
OnboardAI Churning ⚠ 7 overdue HR & People Ops · 4mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
RiskLedger Churning ⚠ 6 overdue Fintech · 6mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
HRAssist Pro At-Risk ⚠ 6 overdue HR & People Ops · 5mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
PolicyFlow At-Risk ⚠ 5 overdue HR & People Ops · 8mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
Vault Credit AI At-Risk ⚠ 5 overdue Fintech · 10mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ComplianceTrack At-Risk ⚠ 4 overdue Fintech · 12mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ReconBot At-Risk ⚠ 4 overdue Fintech · 7mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
Veritas Capital AI Thriving ⚠ 4 overdue Fintech · 7mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
HireFlow AI Thriving ⚠ 3 overdue HR & People Ops · 8mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
Offerdesk Thriving ⚠ 3 overdue HR & People Ops · 10mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
Clearpath Lending Thriving ⚠ 2 overdue Fintech · 9mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
PeopleGraph Thriving ⚠ 2 overdue HR & People Ops · 13mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
Northbrook Risk Thriving ⚠ 2 overdue Fintech · 11mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
PulseHire Thriving ✓ On track HR & People Ops · 16mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
Meridian Finance Thriving ✓ On track Fintech · 14mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
TalentOS Thriving ✓ On track HR & People Ops · 20mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
Stackline Credit Thriving ✓ On track Fintech · 22mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
Apex Compliance Thriving ✓ On track Fintech · 18mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
CompAssist Thriving ✓ On track HR & People Ops · 24mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
TTV Benchmarks
Target vs portfolio average
Milestone Target Avg Actual
First AI generation 3d 340d
Workspace fully configured 5d 367d
First workflow automated 14d 392d
First integration connected 21d 425d
Second seat / API key added 45d 450d
10+ AI outputs generated 30d 462d
Expanded to second use case 75d 570d
AI output shared externally 60d 570d
Today's Action Queue
Accounts that need outreach this week · Emails drafted and ready to send
At-Risk Accounts
5
score ≥ 65
Revenue at Risk
$3,560
/mo combined
Urgent Save-Play
3
score ≥ 75
Re-Engagement
2
score 65–74
Sorted by highest risk first — 5 accounts
WorkflowHR 🔴 URGENT SAVE-PLAY
HR & People Ops · 3mo on platform · $590/mo
Churn Risk Score
98.0
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 82% week-over-week
— workflow completion critically low (8%)
— login frequency near zero (0 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
OnboardAI 🔴 URGENT SAVE-PLAY
HR & People Ops · 4mo on platform · $510/mo
Churn Risk Score
93.9
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 76% week-over-week
— workflow completion critically low (12%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
RiskLedger 🔴 URGENT SAVE-PLAY
Fintech · 6mo on platform · $870/mo
Churn Risk Score
91.7
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 72% week-over-week
— workflow completion critically low (15%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
ComplianceTrack 🟡 RE-ENGAGEMENT
Fintech · 12mo on platform · $990/mo
Churn Risk Score
68.1
Activation Gaps
✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-28.2% WoW)
— workflow completion rate weak (36%)
— integration depth low (2/10 integrations)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
HRAssist Pro 🟡 RE-ENGAGEMENT
HR & People Ops · 5mo on platform · $600/mo
Churn Risk Score
66.2
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-25.5% WoW)
— workflow completion rate weak (41%)
— integration depth low (2/10 integrations)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
Revenue Forecast
Net Revenue Retention (NRR) — the share of revenue you keep and grow from existing customers. Move the sliders to see what it takes to reach 110%.
Current Trajectory (Conservative)
If all Churning accounts leave in 90 days
−$23,640/yr
Projected ARR (conservative)
$173,520/yr
Projected NRR (no expansion)
88.0%
Portfolio Assumptions (fixed)
Accounts20
Total ARR$197,160
Gross retention88%
Retained ARR$173,500
Target NRR110%
Expansion needed for 110%$43,376
Enterprise Seat Expansion
0%
% of customers who add a seat pack (5+ seats) · $299/mo per pack
Impact: $0/yr expansion
API / Integration Tier Attach
0%
% of customers upgrading to API access tier · $199/mo
Impact: $0/yr expansion
Advanced AI Features Tier
0%
% of customers on advanced AI tier (custom models, higher limits) · $399/mo
Impact: $0/yr expansion
Blended NRR
88%
Target: 110%
$43,376 expansion needed to reach 110%
Retained ARR$173,500
+ Seat packs$0
+ API tier$0
+ Advanced AI$0
Total ARR (end of year)$173,500
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