Portfolio Accounts
28
5 Class | 21 Collab | 2 Both
Portfolio ARR
$734K
28 accounts | Avg $26,207
ARR by Sales Stage
$196K Won
Open: $521K |
At Risk: $4K |
Lost: $10K
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
24 Active
● 11 Growing ·
● 4 Steady ·
● 9 Declining
2 No Usage Reporting · 2 Low Usage · 0 No Data
2 No Usage Reporting · 2 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.
13 Accounts
9 Declining · 2 Low Usage
2 No Usage Rpt · 0 Y1 No Usage · 0 Minimal
2 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
5 w/ Open Cases
0 accounts stale (30+ days)
0 critical · 0 Jira escalations
0 critical · 0 Jira escalations
Usage Adoption Distribution
Renewal Pipeline
28 renewals · $0.7M ARR
Q1 2026
8
renewals
$242,653
Won
$184K
76.0%
Open
$50K
20.6%
Lost
$8K
3.4%
76.0% Current Renewal Rate
Jan
1
$50K
Feb
1
$103K
Mar
6
$90K
LARGEST RENEWALS
TAFE SA
$103K
Universidad Senor de Sipan
$50K
Q2 2026
CURRENT QUARTER
5
renewals
$97,396
Won
$2K
2.6%
Open
$93K
95.9%
Lost
$2K
1.5%
2.6% Current Renewal Rate
Apr
2
$52K
May
1
$2K
Jun
2
$44K
LARGEST RENEWALS
American University...
$41K
Universidad Catolic...
$39K
Q3 2026
8
renewals
$331,085
Won
$9K
2.7%
Open
$322K
97.3%
2.7% Current Renewal Rate
Jul
4
$213K
Aug
1
$95K
Sep
3
$23K
LARGEST RENEWALS
North Carolina Comm...
$190K
South Carolina Depa...
$95K
Q4 2026
7
renewals
$62,660
Open
$63K
100.0%
At Risk
$4K
6.0%
Oct
2
$18K
Nov
1
$4K
Dec
4
$41K
LARGEST RENEWALS
NASFAA
$18K
Claflin University
$15K
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 |
|---|---|---|---|---|---|---|---|---|
|
Universidad Catolica Silva Henriquez
Class for Zoom
|
Nikolaos Galindo | Class | $39,165 | Q2 - Apr 1 | 5y 3m | 25 | 54,058 | Declining Usage |
|
Universidad Senor de Sipan
Class
|
Emmanuel Clemot | Class | $50,006 | Q1 - Jan 31 | 5y 10m | 0 | 0 | No Usage Reporting |
|
Suomen Diakoniaopisto - SDO Oy
Class Collaborate
|
Emmanuel Clemot | Collab | $12,985 | Q2 - Apr 10 | 2y 0m | 75 | 290,633 | Steady Usage |
|
Columbia Theological Seminary
Class for Zoom
|
Andee Bodenstein | Class | $8,960 | Q3 - Sep 18 | 2y 10m | 3 | 794 | Declining Usage |
|
OBAP - Organization of Black Aerospace Professionals
Class for Zoom
|
Robert Thayer | Class | $9,212 | Q3 - Sep 1 | 2y 6m | 10 | 21,239 | Declining Usage |
|
North Carolina Community College System
Class Collaborate
|
Andee Bodenstein | Collab | $190,000 | Q3 - Jul 1 | 2y 0m | 3 | 19 | Low Usage |
|
Prince George's County Memorial Library System
Class Collaborate
|
Andee Bodenstein | Collab | $2,755 | Q4 - Oct 1 | 2y 0m | 1 | 2 | Low Usage |
|
Humak University of Applied Sciences
Class Collaborate
|
Emmanuel Clemot | Collab | $3,758 | Q4 - Nov 5 | 2y 0m | 0 | 5,734 | Steady Usage |
|
Tiffin University
Class Collaborate
|
Andee Bodenstein | Collab | $1,500 | Q2 - May 10 | 2y 0m | 0 | 7,193 | Steady Usage |
|
Children's Hospital Los Angeles
Class Collaborate
|
Robert Thayer | Collab | $9,520 | Q4 - Dec 31 | 2y 0m | 5 | 8,621 | Growing Usage |
|
NASFAA
Class Collaborate
|
Robert Thayer | Both | $17,700 | Q4 - Dec 30 | 7y 5m | 31 | 161,361 | Declining Usage |
|
QinetiQ Limited
Class Collaborate
|
Emmanuel Clemot | Collab | $8,226 | Q1 - Mar 28 | 1y 0m | 27 | 14,285 | Growing Usage |
|
Mercuria Business School
Class Collaborate
|
Emmanuel Clemot | Collab | $4,808 | Q3 - Sep 4 | 2y 0m | 40 | 61,284 | Declining Usage |
|
TAFE SA
Class Collaborate
|
Sabina Cramer | Collab | $102,633 | Q1 - Feb 22 | 6y 8m | 75 | 2,666,063 | Growing Usage |
|
UNSW Sydney
Class Collaborate
|
Sabina Cramer | Collab | $46,770 | Q1 - Mar 19 | 1y 0m | 80 | 1,696,486 | Growing Usage |
|
American University of Science & Technology
Class Collaborate
|
Emmanuel Clemot | Collab | $41,246 | Q2 - Jun 13 | 2y 0m | 76 | 1,353,483 | Growing Usage |
|
University of Charleston
Class Collaborate
|
Andee Bodenstein | Collab | $13,892 | Q1 - Mar 17 | 1y 0m | 65 | 498,191 | Growing Usage |
|
University of Providence
Class Collaborate
|
Andee Bodenstein | Collab | $10,025 | Q1 - Mar 15 | 1y 0m | 79 | 946,458 | Growing Usage |
|
College of Insurance
Class Collaborate
|
Emmanuel Clemot | Collab | $9,950 | Q3 - Jul 21 | 2y 0m | 79 | 2,136,031 | Growing Usage |
|
INSPE academie de Versailles
Class Collaborate
|
Emmanuel Clemot | Collab | $9,568 | Q3 - Jul 15 | 2y 0m | 55 | 501,771 | Declining Usage |
|
Te Pukenga Universal College of Learning
Class Collaborate
|
Sabina Cramer | Collab | $8,019 | Q4 - Dec 11 | 2y 0m | 54 | 320,830 | Growing Usage |
|
The Praxis Institute
Class Collaborate
|
Andee Bodenstein | Collab | $5,683 | Q4 - Dec 11 | 2y 0m | 57 | 342,226 | Growing Usage |
|
Associates in Emergency Care
Class Collaborate
|
Robert Thayer | Collab | $4,630 | Q1 - Mar 12 | 1y 0m | 54 | 56,048 | Declining Usage |
|
Athena's Advanced Academy
Class Collaborate
|
Andee Bodenstein | Collab | $3,100 | Q3 - Jul 5 | 2y 0m | 69 | 129,674 | Growing Usage |
|
Dreaming Spires Home Learning
Class Collaborate
|
Andee Bodenstein | Collab | $2,500 | Q2 - Jun 5 | 2y 0m | 64 | 169,232 | Steady Usage |
|
South Carolina Department of Education
Class for Zoom
|
Holly Hardin | Class | $95,487 | Q3 - Aug 1 | 5y 5m | 120 | 57,189 | Declining Usage |
|
Stenberg College
Class for Zoom
|
Andee Bodenstein | Both | $6,470 | Q1 - Mar 1 | 3y 2m | 406 | 2,257,933 | Declining Usage |
|
Claflin University
Class Collaborate
|
Andee Bodenstein | Collab | $15,225 | Q4 - Oct 1 | 2y 0m | 0 | 0 | No Usage Reporting |