Executive Dashboard

Overview · Real-time

Total Customers

4,827

+12.4% vs last month

Monthly Recurring Revenue

$284K

+8.7% vs last month

Expiring This Month

138

Needs attention

Churn Rate

2.3%

−0.4% improvement

Revenue Performance

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

Revenue by Product

SaaS Subscriptions42%

AMC Services28%

Custom Dev19%

One-time11%

CRM Sales Pipeline

Total pipeline value: $1.24M

Leads

TechNova Solutions

IT Infra$18K

Orbis Logistics

ERP Setup$42K

CloudBridge Inc.

SaaS$9K

Qualified

MedCore Systems

AMC + Dev$67K

PulseFinance

Data Platform$125K

Proposal

Vertex Manufacturing

IIoT Suite$210K

AlphaRetail Group

CRM+ERP$88K

Negotiation

GreenGrid Energy

SCADA SaaS$340K

Closed Won

DataSphere Corp

Enterprise$290K

Nexus Pharma

AMC Annual$48K

Customer 360° View

Customer	Segment	Health	MRR	Status
DataSphere Corp. Enterprise · New York	VIP	87	$12,400	Active
Vertex Manufacturing Mid-market · Chicago	Standard	62	$5,200	At Risk
MedCore Systems SMB · Boston	High-risk	31	$2,800	Churning
PulseFinance Ltd. Enterprise · London	VIP	91	$18,900	Active
AlphaRetail Group Mid-market · Toronto	Standard	74	$4,600	Active

Live Activity Feed

Live

DataSphere Corp renewed Enterprise plan — $12,400/mo

2m ago

MedCore Systems churn risk flagged by AI model

14m ago

Call logged with Vertex Manufacturing — follow-up set

1h ago

Renewal reminder sent to 38 customers expiring in 14 days

3h ago

AI Revenue Forecast

This Month

$284K

Next Month

$311K

Q2 Forecast

$948K

AI confidence: 94.2% · Based on 36mo historical data

Subscription Overview

8 subscriptions expiring within 7 days — immediate action needed

Enterprise Cloud Suite

342 active · Annual · Auto-renew ON

$142K/mo

78% renewal rate

AMC Pro Package

187 active · Annual · Grace period: 30d

$58K/mo

⚠ 12 expiring

Custom Dev Retainer

64 active · Monthly · Rolling

$84K/mo

92% retention

Churn & Retention Intel

Retention Rate97.7%

Churned (MTD)28

Avg LTV$48,200

At-Risk Accounts43

Top churn reasons

Pricing concerns61%

Support quality24%

Product fit15%

Customer segmentation

Healthy 38%Growing 29%At-Risk 18%Churning 15%

Service Desk & AMC Tickets

Ticket ID	Customer	Issue Type	Engineer	SLA	Resolution	Status
#TK-4821	DataSphere Corp.	Network outage	Rohit M.	✓ Within SLA	1h 14m	Resolved
#TK-4820	Vertex Manufacturing	Server performance	Priya K.	⚠ Approaching	—	In Progress
#TK-4819	MedCore Systems	License activation	Unassigned	✗ Breached	—	Escalated
#TK-4818	PulseFinance Ltd.	Data migration	Arjun S.	✓ Within SLA	4h 32m	Resolved