Portfolio Accounts
9
9 Class
Portfolio ARR
$180K
9 accounts | Avg $20,039
ARR by Sales Stage
$96K Won
Open: $84K |
At Risk: $0K |
Lost: $0K
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
8 Active
● 0 Growing ·
● 2 Steady ·
● 6 Declining
0 No Usage Reporting · 1 Low Usage · 0 No Data
0 No Usage Reporting · 1 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.
7 Accounts
6 Declining · 1 Low Usage
0 No Usage Rpt · 0 Y1 No Usage · 0 Minimal
0 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
8 w/ Open Cases
0 accounts stale (30+ days)
0 critical · 0 Jira escalations
0 critical · 0 Jira escalations
Usage Adoption Distribution
Renewal Pipeline
8 renewals · $0.2M ARR
Q1 2026
3
renewals
$96,369
Won
$96K
100.0%
100.0% Current Renewal Rate
Jan
1
$57K
Feb
2
$39K
Mar
0
$0
LARGEST RENEWALS
British Columbia In...
$57K
ABM College of Heal...
$32K
Q2 2026
CURRENT QUARTER
2
renewals
$13,971
Open
$14K
100.0%
Apr
0
$0
May
1
$7K
Jun
1
$7K
LARGEST RENEWALS
Medical Insurance G...
$7K
Morris Brown College
$7K
Q3 2026
3
renewals
$57,994
Open
$58K
100.0%
Jul
3
$58K
Aug
0
$0
Sep
0
$0
LARGEST RENEWALS
Te Aho o Te Kura Pounamu
$32K
Otterbein University
$17K
Q4 2026
0
renewals
$0
Oct
0
$0
Nov
0
$0
Dec
0
$0
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| Account Name | Account Manager | Product | ARR | Renewal | Customer Tenure | Sessions (Last 90 Days) |
Minutes (Last 90 Days) |
Product Usage |
|---|---|---|---|---|---|---|---|---|
|
Medical Insurance Group Australia
Class for Microsoft Teams
|
Sabina Cramer | Class | $7,146 | Q2 - May 1 | 2y 10m | 7 | 21,952 | Declining Usage |
|
Edison College Canada
Class for Zoom
|
Holly Hardin | Class | $6,893 | Q1 - Feb 1 | 1y 2m | 0 | 0 | Low Usage |
|
Te Aho o Te Kura Pounamu
Class for Microsoft Teams
|
Sabina Cramer | Class | $32,022 | Q3 - Jul 13 | 1y 9m | 507 | 158,018 | Steady Usage |
|
Otterbein University
Class for Zoom
|
Andee Bodenstein | Class | $17,372 | Q3 - Jul 1 | 3y 4m | 34 | 97,583 | Declining Usage |
|
Morris Brown College
Class for Microsoft Teams
|
Holly Hardin | Class | $6,825 | Q2 - Jun 1 | 1y 9m | 86 | 59,235 | Steady Usage |
|
ABM College of Health and Technology
Class for Zoom
|
Robert Thayer | Class | $32,460 | Q1 - Feb 1 | 1y 2m | 2,184 | 5,264,712 | Declining Usage |
|
British Columbia Institute of Technology
Class for Microsoft Teams
|
Holly Hardin | Class | $57,016 | Q1 - Jan 1 | 14y 1m | 2,890 | 6,979,608 | Declining Usage |
|
University of Scranton
Class for Zoom
|
Holly Hardin | Class | $8,600 | Q3 - Jul 1 | 3y 0m | 63 | 92,409 | Declining Usage |
|
Institute of Directors
NEW
Class for Microsoft Teams
|
Emmanuel Clemot | Class | $12,016 | Q1 - Jan 28 | Month 3 | 8 | 2,314 | Year One - Decreasing Usage |