Revenue at risk
$42k
Accounts with expansion intent but unresolved blockers in the last seven days.
Status Report Autopilot
Revenue cockpit for operators who need pipeline visibility, recent activity, account health, and clear next actions in one place.
Pipeline coverage
3.8x
Qualified expansion pipeline versus the target needed for the next 60-day plan.
Activation lift
+14%
Improvement after the latest onboarding workflow and account handoff changes.
Recent activity
- Northwind renewed early Expansion signed after the customer success review moved blockers out of finance. (12 min ago)
- Churn-risk workspace flagged Usage dropped in Apex Retail and the account owner was assigned a rescue play. (48 min ago)
- Trial-to-paid funnel improved The new setup checklist shortened first-value time for fresh accounts. (2 h ago)
Operator tasks
- Review the at-risk renewal accounts before the afternoon operator sync.
- Confirm billing handoff is complete for workspaces waiting on finance approval.
- Push the next onboarding milestone to the mobile quick-actions surface.
Customer segments
- Expansion-ready 18 accounts, $128k, healthy
- Needs operator follow-up 9 accounts, $41k, attention
- At-risk renewals 4 accounts, $23k, urgent
Workspace health
- Northwind score 92, owner Revenue Ops, Healthy
- Apex Retail score 67, owner Customer Success, Watch
- Orchid Labs score 81, owner Founding AE, Improving