Portfolio Accounts
7
7 Collab
Portfolio ARR
$95K
7 accounts | Avg $13,506
ARR by Sales Stage
$35K Won
Open: $59K |
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
6 Active
● 5 Growing ·
● 1 Steady ·
● 0 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.
1 Accounts
0 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
1 w/ Open Cases
0 accounts stale (30+ days)
0 critical · 0 Jira escalations
0 critical · 0 Jira escalations
Usage Adoption Distribution
Renewal Pipeline
7 renewals · $0.1M ARR
Q1 2026
3
renewals
$35,187
Won
$35K
100.0%
100.0% Current Renewal Rate
Jan
3
$35K
Feb
0
$0
Mar
0
$0
LARGEST RENEWALS
Sao Leopoldo Mandic
$15K
FIUSA EDUCACIONAL
$14K
Q2 2026
CURRENT QUARTER
3
renewals
$22,060
Open
$22K
100.0%
Apr
2
$14K
May
0
$0
Jun
1
$8K
LARGEST RENEWALS
FUNDACAO EDUCACIONA...
$9K
Artmed Panamericana...
$8K
Q3 2026
0
renewals
$0
Jul
0
$0
Aug
0
$0
Sep
0
$0
Q4 2026
1
renewals
$37,296
Open
$37K
100.0%
Oct
1
$37K
Nov
0
$0
Dec
0
$0
LARGEST RENEWALS
Fundacao Escola Nac...
$37K
Quick Filters
No matches found
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| Account Name | Account Manager | Product | ARR | Renewal | Customer Tenure | Sessions (Last 90 Days) |
Minutes (Last 90 Days) |
Product Usage |
|---|---|---|---|---|---|---|---|---|
|
PAULO ZIULKOSKI & CIA
Class Collaborate
|
Nikolaos Galindo | Collab | $5,348 | Q2 - Apr 2 | 1y 0m | 0 | 7 | Low Usage |
|
FUNDACAO EDUCACIONAL LUCAS MACHADO FELUMA
Class Collaborate
|
Nikolaos Galindo | Collab | $9,037 | Q2 - Apr 3 | 1y 0m | 63 | 433,295 | Growing Usage |
|
FUNDACAO EDUCACIONAL MACHADO DE ASSIS
Class Collaborate
|
Nikolaos Galindo | Collab | $5,696 | Q1 - Jan 1 | 1y 3m | 13 | 44,695 | Growing Usage |
|
Fundacao Escola Nacional De Seguros Funenseg
Class Collaborate
|
Nikolaos Galindo | Collab | $37,296 | Q4 - Oct 1 | 2y 0m | 49 | 2,382,084 | Growing Usage |
|
Sao Leopoldo Mandic
Class Collaborate
|
Nikolaos Galindo | Collab | $15,101 | Q1 - Jan 1 | 1y 3m | 72 | 529,746 | Steady Usage |
|
FIUSA EDUCACIONAL
Class Collaborate
|
Nikolaos Galindo | Collab | $14,390 | Q1 - Jan 1 | 1y 3m | 63 | 158,800 | Growing Usage |
|
Artmed Panamericana Editora Ltda (outras HED)
Class Collaborate
|
Nikolaos Galindo | Collab | $7,675 | Q2 - Jun 7 | 2y 0m | 51 | 1,816,487 | Growing Usage |