Active Portfolio
Live recurring revenue base
Active Sites
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Active MRR
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Active ARR
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Signed Under Contract
Booked revenue not yet active
Signed Under Contract
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CMRR
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CARR
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Portfolio Accounts
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Revenue Run Rate
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Churn Rate
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Avg Revenue / Contract
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Median Launch Time
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days
Median Account Age
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days
Unique Sites
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Failed Launches
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Monthly Activity Trend (New Sites Only)
Cumulative Growth
Revenue by Status
Revenue Type Mix
Top Group Concentration
OEM Mix
Plan Mix
Site Type Breakdown
Avg Revenue per Contract by Month
Activity Type Breakdown
Launch Time Distribution
Churn Timing Distribution
Revenue Intelligence
Revenue Waterfall
Breaks down how total portfolio revenue is built and eroded. Read left to right: start with active revenue, add signed pipeline and upgrades, subtract downgrades and churn to arrive at the net total.
Revenue Concentration (Pareto)
Bars show each group's revenue; the line shows cumulative % of total. The steeper the line rises early, the more concentrated revenue is in a few groups. Look for where the line crosses 80% to see how many groups drive most of the business.
Net Revenue Retention (NRR)
Tracks monthly NRR as a percentage. Above 100% means expansion revenue (upgrades) exceeds lost revenue (churn + downgrades). Sustained NRR above 100% signals healthy organic growth even without new sales.
Customer Lifetime Value Distribution
Each dot is an account plotted by tenure (x) and monthly revenue (y). Accounts in the upper-right are the most valuable — long-lived and high-revenue. Cluster position reveals whether value comes from retention or deal size.
ARPU by Sign-Up Cohort
Average revenue per account for each quarterly sign-up cohort. Rising ARPU over time indicates successful upmarket movement or price increases. Declining ARPU may signal market saturation or discounting.
Rep Performance
Rep Scorecard
Radar chart comparing top reps across five dimensions, normalized to the best performer in each. Larger area = stronger all-around performance. Spikes reveal strengths; dips reveal areas for coaching.
Rep Win Rate (Signed vs. Failed to Launch)
For each rep, shows the proportion of deals that launched successfully vs. those that were signed but never billed. Reps with high failure rates may need support with deal qualification or onboarding handoff.
Rep Revenue Over Time
Cohort Analysis
Cohort Retention Heatmap
Each row is a quarterly sign-up cohort. Columns show what % of accounts from that cohort are still active at each time interval. Green = strong retention, red = heavy churn. Read across a row to see a cohort's lifecycle; read down a column to compare retention at the same age across cohorts.
Cohort Revenue Retention Heatmap
Same structure as above but weighted by revenue instead of account count. A cohort can retain fewer accounts but retain more revenue if high-value accounts stick around. Compare this to the retention heatmap above to spot whether you're losing high-value or low-value accounts.
Upgrades & Downgrades
Upgrades & Downgrades Over Time
Upgrade / Downgrade Revenue Impact
Failure to Launch Analysis
Failed Launches by Cancellation Reason
Failed Launches Over Time
Failed Launch Revenue by Rep
Failed Launches by OEM
Churn Analysis
Churn Rate Over Time (3-Month Rolling Average)
Monthly cancellations as a percentage of the active portfolio at the start of that month, smoothed with a 3-month rolling average. Sustained rates above 3-4% signal a retention problem worth investigating.
Churn by Cancellation Reason
Churn by Tenure at Cancellation
When accounts churn relative to how long they've been active. Early-tenure spikes indicate onboarding or expectation-setting issues; late-tenure spikes suggest product-market fit erosion.
Churn Rate by Site Type
Churn Rate by OEM
Lost Revenue from Churn by Month
Retention / Survival Curve
Shows the probability an account survives to each tenure milestone. Steep drops indicate critical churn windows — focus retention efforts just before these inflection points.
Churn Rate by Rep
Growth Analysis
Net Site Growth by Month (Signed vs. Canceled)
Green bars = new signings, red bars = cancellations (negative). The blue net line must stay positive for the portfolio to grow. Months where the line dips below zero mean the portfolio shrank.
Month-over-Month Portfolio Growth Rate
Cumulative Net Portfolio Growth
Running totals of all signings, all cancellations, and the net difference. The gap between the signed and net lines shows total churn impact over time.
Net Revenue Growth by Month (New vs. Lost)
Growth Rate vs Portfolio Size — Law of Large Numbers
Illustrates why growth rate naturally declines as the portfolio scales. Orange dots show net new accounts each month; the blue line shows the resulting growth rate. Even steady deal flow produces a compressing growth curve — to maintain the same growth rate, net additions must increase proportionally with portfolio size.
Growth Rate vs Net New Revenue
Correlates monthly portfolio growth rate with the net new revenue added that month (signed minus churned). When both metrics move together, growth is revenue-backed. Divergence — growth rate falling while net revenue rises — means the portfolio is scaling value even as percentage growth compresses.
Operational Health
Launch Funnel (Signed → First Billed → Active)
Tracks conversion through the onboarding pipeline. Drop-off between Signed and Billed represents failed launches; drop-off between Billed and Active represents early churn after first payment.
Seasonality — Monthly Patterns
Aggregates all activity by calendar month to reveal seasonal patterns. The net flow line (signed minus canceled) highlights which months drive portfolio growth and which are contraction risks. Use this to time campaigns, hiring, and retention outreach.
Time to First Bill Distribution
Revenue at Risk
Each dot is an active account plotted by tenure (x) and monthly revenue (y). Risk level is based on how close the account's tenure is to the average churn age — accounts approaching that window are flagged as higher risk. Red dots in the upper region represent your highest-value accounts most likely to churn soon.