Portfolio Accounts
72
18 Class | 34 Collab | 20 Both
Portfolio ARR
$2.5M
72 accounts | Avg $34,774
ARR by Sales Stage
$278K Won
Open: $1.91M |
At Risk: $214K |
Lost: $33K
Usage Status
Usage Status Definitions
Growing: 30d minutes up 15%+ vs prior 60d avg
Steady: Within ±15%
Declining: Down 15%+
Low Usage: Under 100 total minutes (90d)
No Usage Reporting: Zero minutes (90d) for a known customer
Year One accounts use ±30% thresholds
Time window: 90-day rolling
Steady: Within ±15%
Declining: Down 15%+
Low Usage: Under 100 total minutes (90d)
No Usage Reporting: Zero minutes (90d) for a known customer
Year One accounts use ±30% thresholds
Time window: 90-day rolling
62 Active
● 17 Growing ·
● 13 Steady ·
● 32 Declining
4 No Usage Reporting · 6 Low Usage · 0 No Data
4 No Usage Reporting · 6 Low Usage · 0 No Data
Needs Attention
Needs Attention
Accounts with usage signals that warrant investigation:
Declining Usage: Down 15%+ (30d vs prior 60d)
Low Usage: Under 100 minutes in 90 days
No Usage Reporting: Zero minutes for a known customer
Y1 No Usage / Minimal Adoption / Decreasing: Year One accounts with poor adoption
Based on objective usage data, not health scores.
Declining Usage: Down 15%+ (30d vs prior 60d)
Low Usage: Under 100 minutes in 90 days
No Usage Reporting: Zero minutes for a known customer
Y1 No Usage / Minimal Adoption / Decreasing: Year One accounts with poor adoption
Based on objective usage data, not health scores.
42 Accounts
32 Declining · 6 Low Usage
4 No Usage Rpt · 0 Y1 No Usage · 0 Minimal
4 No Usage Rpt · 0 Y1 No Usage · 0 Minimal
Support Health
Support Health
Open Cases: Accounts with active support tickets
Stale: Cases older than 30 days without resolution
Critical: High-priority or severity cases
Jira Escalations: Cases escalated to engineering
Stale: Cases older than 30 days without resolution
Critical: High-priority or severity cases
Jira Escalations: Cases escalated to engineering
24 w/ Open Cases
0 accounts stale (30+ days)
0 critical · 0 Jira escalations
0 critical · 0 Jira escalations
Usage Adoption Distribution
Renewal Pipeline
72 renewals · $2.5M ARR
Q1 2026
13
renewals
$340,833
Won
$266K
77.9%
Open
$42K
12.2%
Lost
$33K
9.8%
77.9% Current Renewal Rate
Jan
7
$173K
Feb
1
$3K
Mar
5
$165K
LARGEST RENEWALS
Monroe University
$56K
National Defense University
$42K
Q2 2026
CURRENT QUARTER
9
renewals
$459,318
Open
$459K
100.0%
At Risk
$116K
25.1%
Apr
3
$346K
May
2
$34K
Jun
4
$79K
LARGEST RENEWALS
U.S. Army Training ...
$231K
United States Army ...
$58K
Q3 2026
39
renewals
$872,559
Open
$873K
100.0%
At Risk
$98K
11.3%
Jul
26
$585K
Aug
6
$90K
Sep
7
$197K
LARGEST RENEWALS
Veterans Affairs, VHA, HRD
$69K
California Departme...
$58K
Q4 2026
11
renewals
$831,001
Won
$13K
1.5%
Open
$818K
98.5%
1.5% Current Renewal Rate
Oct
3
$98K
Nov
4
$398K
Dec
4
$335K
LARGEST RENEWALS
DOD - E7
$254K
RMIT University Australia
$227K
Quick Filters
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| Account Name | Account Manager | Product | ARR | Renewal | Customer Tenure | Sessions (Last 90 Days) |
Minutes (Last 90 Days) |
Product Usage |
|---|---|---|---|---|---|---|---|---|
|
U.S. Army Training and Doctrine Command
Class Collaborate
|
Robert Thayer | Collab | $231,000 | Q2 - Apr 1 | 10y 3m | 87 | 5,718,300 | Steady Usage |
|
National Defense University
Class Collaborate
|
Robert Thayer | Collab | $41,744 | Q1 - Mar 30 | 1y 0m | 56 | 83,299 | Steady Usage |
|
United States Army Sergeants Major Academy
Class Collaborate
|
Robert Thayer | Collab | $57,750 | Q2 - Apr 1 | 1y 0m | 0 | 0 | No Usage Reporting |
|
United States Army Management Staff College
Class Collaborate
|
Robert Thayer | Collab | $57,750 | Q2 - Apr 1 | 1y 0m | 0 | 0 | No Usage Reporting |
|
U.S. Air Force - School of Aerospace Medicine
Class Collaborate
|
Robert Thayer | Collab | $22,000 | Q2 - May 3 | 2y 0m | 48 | 147,845 | Declining Usage |
|
Universidad Abierta Interamericana (UAI)
Class Collaborate
|
Nikolaos Galindo | Both | $85,000 | Q4 - Dec 8 | 4y 7m | 2 | 2,397,078 | Growing Usage |
|
Amarillo College
Class Collaborate
|
Andee Bodenstein | Both | $26,250 | Q3 - Sep 13 | 6y 8m | 1 | 217,614 | Growing Usage |
|
North Carolina A&T University
Class Collaborate
|
Andee Bodenstein | Class | $46,815 | Q3 - Jul 1 | 6y 3m | 12 | 14,654 | Declining Usage |
|
Frederick Community College
Class Collaborate
|
Robert Thayer | Both | $10,201 | Q3 - Jul 23 | 6y 9m | 3 | 27,415 | Declining Usage |
|
Adams State University
Class Collaborate
|
Robert Thayer | Both | $23,778 | Q3 - Jul 1 | 6y 3m | 1 | 31,129 | Growing Usage |
|
Central Texas College
Class Collaborate
|
Andee Bodenstein | Both | $20,000 | Q4 - Oct 1 | 6y 4m | 1 | 139,940 | Growing Usage |
|
Monroe University
Class Collaborate
|
Andee Bodenstein | Both | $56,224 | Q1 - Mar 31 | 5y 6m | 3 | 11,208,184 | Growing Usage |
|
Military Community and Family Policy
Class Collaborate
|
Robert Thayer | Collab | $3,000 | Q1 - Feb 1 | 1y 2m | 0 | 77 | Low Usage |
|
California Victims Compensation Board
Class Collaborate
|
Robert Thayer | Collab | $2,227 | Q3 - Jul 27 | 2y 0m | 0 | 9 | Low Usage |
|
Ashland University
Class Collaborate
|
Andee Bodenstein | Collab | $4,719 | Q3 - Jul 1 | 10y 0m | 1 | 0 | Low Usage |
|
Alabama A&M University
Class Collaborate
|
Andee Bodenstein | Both | $30,430 | Q1 - Jan 1 | 8y 3m | 16 | 174,760 | Steady Usage |
|
UNIVESP LTDA
Class Collaborate
|
Nikolaos Galindo | Collab | $8,254 | Q1 - Jan 24 | 1y 2m | 22 | 58 | Low Usage |
|
Christ College of Nursing and Health Sciences
Class Collaborate
|
Robert Thayer | Class | $16,773 | Q3 - Jul 1 | 6y 2m | 15 | 101,961 | Declining Usage |
|
National Center for Credibility Assessment-OSD
Class Collaborate
|
Robert Thayer | Collab | $20,460 | Q3 - Sep 30 | 2y 0m | 3 | 38 | Low Usage |
|
Texas Health and Human Services Commission
Class Collaborate
|
Robert Thayer | Collab | $31,500 | Q1 - Jan 19 | 1y 2m | 11 | 46 | Low Usage |
|
North Shore Community College
Class Collaborate
|
Andee Bodenstein | Both | $14,987 | Q3 - Jul 1 | 3y 9m | 0 | 78,305 | Growing Usage |
|
Salus University
Class Collaborate
|
Andee Bodenstein | Collab | $16,395 | Q2 - Jun 10 | 5y 10m | 15 | 1,865 | Declining Usage |
|
Fundacao Assis Gurgacz
Class Collaborate
|
Nikolaos Galindo | Collab | $8,560 | Q3 - Jul 1 | 2y 0m | 22 | 1,515 | Growing Usage |
|
Mercer County Community College
Class Collaborate
|
Andee Bodenstein | Both | $22,660 | Q3 - Jul 1 | 5y 11m | 16 | 136,489 | Growing Usage |
|
Norfolk State University
Class Collaborate
|
Robert Thayer | Both | $52,075 | Q3 - Jul 1 | 9y 11m | 41 | 44,956 | Declining Usage |
|
Centennial College
Class for Microsoft Teams
|
Holly Hardin | Class | $25,217 | Q1 - Jan 1 | 1y 3m | 0 | 1,185,599 | Steady Usage |
|
NAVAIR NAWCAD (US Naval Community College (USNCC))
Class Collaborate
|
Robert Thayer | Collab | $9,800 | Q3 - Aug 31 | 2y 0m | 35 | 670 | Declining Usage |
|
Waldorf University
Class for Microsoft Teams
|
Holly Hardin | Class | $23,759 | Q3 - Jul 1 | 1y 9m | 14 | 24,122 | Declining Usage |
|
Georgia Metro Resa
Class Collaborate
|
Andee Bodenstein | Both | $10,750 | Q1 - Mar 22 | 6y 4m | 39 | 422,382 | Declining Usage |
|
RMIT University Australia
Class Collaborate
|
Sabina Cramer | Both | $227,168 | Q4 - Dec 1 | 6y 0m | 25 | 5,921,469 | Growing Usage |
|
Confederation College
Class Collaborate
|
Robert Thayer | Both | $39,431 | Q3 - Jul 1 | 5y 9m | 0 | 1,317,620 | Declining Usage |
|
ESAMC
Class Collaborate
|
Nikolaos Galindo | Collab | $2,423 | Q4 - Dec 1 | 2y 0m | 0 | 414,896 | Steady Usage |
|
Kentucky Department of Criminal Justice Training
Class for Zoom
|
Robert Thayer | Class | $23,851 | Q3 - Aug 1 | 1y 5m | 0 | 77,220 | Steady Usage |
|
High Point University
Class Collaborate
|
Robert Thayer | Both | $16,236 | Q3 - Aug 2 | 6y 7m | 250 | 494,257 | Declining Usage |
|
UnidosUS
Class Collaborate
|
Robert Thayer | Collab | $10,183 | Q3 - Sep 5 | 3y 6m | 10 | 6,415 | Growing Usage |
|
NATO Special Operations School
Class Collaborate
|
Robert Thayer | Collab | $37,469 | Q2 - Jun 8 | 2y 0m | 40 | 7,995 | Declining Usage |
|
Owens Community College
Class Collaborate
|
Robert Thayer | Class | $17,650 | Q3 - Jul 1 | 5y 4m | 247 | 302,808 | Declining Usage |
|
eLearning Consortium Canada
Class Collaborate
|
Robert Thayer | Class | $1,684 | Q3 - Jul 7 | 6y 6m | 54 | 24,024 | Declining Usage |
|
Alaska Pacific University
Class Collaborate
|
Robert Thayer | Both | $7,500 | Q3 - Jul 1 | 6y 11m | 106 | 347,245 | Steady Usage |
|
Lakeshore Technical College
Class for Microsoft Teams
|
Andee Bodenstein | Class | $4,836 | Q2 - Jun 30 | 10y 9m | 45 | 54,852 | Declining Usage |
|
Pillar College
Class Collaborate
|
Andee Bodenstein | Class | $5,683 | Q3 - Aug 1 | 5y 1m | 51 | 290,673 | Declining Usage |
|
California Department of Motor Vehicles
Class for Microsoft Teams
|
Robert Thayer | Class | $64,135 | Q4 - Oct 15 | 6y 6m | 32 | 371,866 | Declining Usage |
|
Universidade La Salle (SOCIEDADE PORVIR CIENTIFICO)
Class Collaborate
|
Nikolaos Galindo | Collab | $29,769 | Q1 - Jan 1 | 1y 3m | 42 | 138,437 | Growing Usage |
|
New Mexico Health Care Authority
Class Collaborate
|
Robert Thayer | Collab | $6,918 | Q3 - Jul 1 | 2y 0m | 37 | 19,078 | Steady Usage |
|
Dallas Baptist University
Class for Microsoft Teams
|
Andee Bodenstein | Class | $14,069 | Q3 - Sep 6 | 6y 3m | 502 | 406,512 | Declining Usage |
|
Lakeland University
Class Collaborate
|
Andee Bodenstein | Class | $12,000 | Q3 - Jul 1 | 6y 11m | 130 | 750,306 | Declining Usage |
|
Florida National University
Class Collaborate
|
Andee Bodenstein | Both | $20,500 | Q4 - Dec 1 | 10y 9m | 180 | 671,032 | Steady Usage |
|
Davenport University
Class for Zoom
|
Andee Bodenstein | Both | $22,310 | Q3 - Jul 1 | 3y 7m | 638 | 953,107 | Declining Usage |
|
Dun Laoghaire Institute of Art Design and Tech
Class Collaborate
|
Nikolaos Galindo | Both | $10,228 | Q4 - Nov 6 | 4y 11m | 52 | 173,494 | Declining Usage |
|
Navy Professional Development Center
Class Collaborate
|
Robert Thayer | Collab | $20,070 | Q2 - Jun 1 | 2y 0m | 32 | 93,141 | Declining Usage |
|
Meharry Medical College
Class for Zoom
|
Andee Bodenstein | Both | $18,284 | Q3 - Jul 1 | 6y 2m | 200 | 958,120 | Declining Usage |
|
SUNY Polytechnic Institute
Class for Zoom
|
Holly Hardin | Class | $14,112 | Q4 - Nov 17 | 3y 4m | 87 | 65,864 | Declining Usage |
|
Joint Personnel Recovery Agency
Class Collaborate
|
Robert Thayer | Collab | $8,760 | Q1 - Jan 8 | 1y 2m | 28 | 26,389 | Declining Usage |
|
DOD - E7
Class Collaborate
|
Robert Thayer | Collab | $253,650 | Q4 - Nov 5 | 2y 0m | 56 | 759,539 | Steady Usage |
|
SENAC - SP
Class Collaborate
|
Nikolaos Galindo | Collab | $120,285 | Q4 - Nov 11 | 2y 0m | 87 | 2,887,051 | Growing Usage |
|
Veterans Affairs, VHA, HRD
Class Collaborate
|
Robert Thayer | Collab | $68,550 | Q3 - Sep 30 | 2y 0m | 50 | 333,308 | Growing Usage |
|
California Department of Social Services
Class Collaborate
|
Robert Thayer | Collab | $58,043 | Q3 - Jul 1 | 2y 0m | 50 | 441,444 | Steady Usage |
|
University of Connecticut
Class Collaborate
|
Robert Thayer | Collab | $54,348 | Q3 - Jul 1 | 6y 6m | 83 | 1,114,935 | Growing Usage |
|
U. S. Naval War College
Class Collaborate
|
Robert Thayer | Collab | $38,640 | Q1 - Jan 1 | 1y 3m | 79 | 613,409 | Growing Usage |
|
Governors State University
Class Collaborate
|
Robert Thayer | Collab | $34,865 | Q3 - Jul 1 | 6y 6m | 74 | 280,145 | Growing Usage |
|
Justice Institute of British Columbia
Class Collaborate
|
Andee Bodenstein | Collab | $28,644 | Q1 - Mar 18 | 5y 10m | 84 | 1,592,986 | Steady Usage |
|
Carlos Albizu University-San Juan Campus
Class Collaborate
|
Nikolaos Galindo | Collab | $27,575 | Q3 - Aug 1 | 2y 0m | 71 | 266,540 | Declining Usage |
|
Coppin State University
Class Collaborate
|
Andee Bodenstein | Collab | $19,500 | Q3 - Jul 1 | 5y 3m | 56 | 140,239 | Growing Usage |
|
Saskatchewan Ministry of Education
Class Collaborate
|
Robert Thayer | Collab | $13,200 | Q3 - Jul 1 | 6y 10m | 59 | 487,339 | Steady Usage |
|
U.S. Department of Labor
Class Collaborate
|
Robert Thayer | Collab | $7,400 | Q3 - Jul 15 | 2y 0m | 54 | 416,391 | Declining Usage |
|
AmeriCU
Class for Microsoft Teams
|
Robert Thayer | Class | $13,500 | Q4 - Oct 1 | 1y 7m | 80 | 150,834 | Declining Usage |
|
Lamar University
Class for Microsoft Teams
|
Andee Bodenstein | Class | $32,662 | Q3 - Sep 1 | 4y 9m | 556 | 673,323 | Declining Usage |
|
Johnston Community College
Class for Microsoft Teams
|
Holly Hardin | Class | $12,047 | Q2 - May 27 | 4y 3m | 167 | 129,366 | Declining Usage |
|
Odessa College
Class for Zoom
|
Andee Bodenstein | Both | $24,470 | Q3 - Sep 1 | 6y 8m | 228 | 379,465 | Declining Usage |
|
Austin Community College District
Class for Zoom
|
Robert Thayer | Class | $45,750 | Q3 - Jul 15 | 4y 10m | 1,203 | 1,651,131 | Declining Usage |
|
California Adult Protective Services
Class for Zoom
|
Robert Thayer | Class | $27,900 | Q1 - Mar 28 | 1y 0m | 0 | 0 | No Usage Reporting |
|
Howard College
Class Collaborate
|
Andee Bodenstein | Collab | $7,335 | Q3 - Aug 27 | 2y 0m | 0 | 0 | No Usage Reporting |