Revenue Command Center

AT RISK
$2.4M
⚡
3 accounts need immediate action
EXPANSION READY
$840K
↗
5 accounts primed for upsell
SAVES COMPLETED
2
✓
$180K protected this week

Priority Actions

Schedule exec meeting TODAY
Champion left 2 weeks ago
Usage down 73% last 30d
Hit user limits 3x this week
Finance approved budget
Decision maker engaged
←
←
🎯 PRISM SAVE STRATEGY
Critical account requiring immediate executive intervention. Champion departure combined with 73% usage decline indicates imminent churn. Historical pattern analysis shows 89% save probability with C-level engagement within 48 hours. Focus on business value realization and new champion identification.

Immediate Actions

1
Schedule Executive Meeting
TODAY
Reach out to Sarah Chen (CFO) for urgent business review. Position as strategic alignment discussion, not retention call.
📧 Email Template
📅 Check Calendar
📱 Call Now
2
Identify New Champion
24 HRS
Previous champion (Tom Mitchell) left 2 weeks ago. Engage with his team to identify power users who can advocate internally.
👥 View User List
📊 Usage Report
3
Address Technical Issues
48 HRS
3 critical support tickets open. Escalate to engineering and provide hourly updates to customer.
🎫 View Tickets
🚨 Escalate
4
Prepare Value Presentation
48 HRS
Create ROI deck showing $450K in operational savings achieved. Include roadmap aligned to their digital transformation goals.
📈 ROI Calculator
🎨 Deck Template
📊 IF SUCCESSFUL
$90K
ARR SAVED
$270K
3-YEAR VALUE
89%
SUCCESS RATE
+15
NPS IMPACT

Resources & Templates

📧 Executive Outreach Email Template
📊 TechCorp Usage Analytics Dashboard
📄 Contract & Pricing History

Data Sources & Insights

Support Tickets (3 critical)
Source: Zendesk • Last sync: 2 hours ago
View in Zendesk →
Usage Analytics (-73% decline)
Source: Mixpanel • Real-time data
View in Mixpanel →
Last Login Activity
Source: Auth0 • 18 days ago
View login history →
Champion Departure (Tom Mitchell)
Source: Salesforce CRM • Updated 14 days ago
View in Salesforce →
Contract & Billing Status
Source: Stripe • $90K ARR, paid monthly
View in Stripe →
Email Engagement (No opens in 30d)
Source: Mailchimp • Last campaign: 32 days ago
View email stats →
Feature Adoption (3 of 15 features)
Source: Pendo • Updated daily
View feature analytics →
NPS Score (Dropped from 8 to 4)
Source: Delighted • Last survey: 45 days ago
View survey responses →
Team Communication
Source: Slack Integration • No mentions in 21 days
View Slack history →
Historical Pattern Match
Source: Prism AI • 89% similarity to 47 saved accounts
View similar cases →
Last full sync: 2 hours ago • Next update in 58 minutes
←
🚀 PRISM EXPANSION STRATEGY
Perfect expansion storm detected: Usage limits hit 3x this week + budget approved by finance + decision maker engaged. Historical win rate for this signal combination: 92%. Strike within 72 hours while all conditions align. Focus on ROI demonstration and seamless upgrade path.

Expansion Opportunity Details

🎯 Key Expansion Signals Detected

✓
Usage Limits Hit (3x this week)
API calls maxed Mon/Wed/Fri. Team size at 47/50 user limit.
✓
Budget Approved by Finance
CFO approved $200K for "critical infrastructure" in Slack #finance 2 days ago
✓
New Champion Identified
Jennifer Wu (VP Product) logged in 15x last week, created 3 dashboards

Immediate Actions

1
Send Enterprise Upgrade Proposal
TODAY
Email Jennifer Wu with pre-filled Enterprise proposal showing 3x API limits, unlimited users, dedicated support. Price at $240K (2x current) with immediate activation.
📧 Send Proposal
💰 ROI Calculator
📊 Usage Report
2
Schedule Success Review with Champion
24 HRS
Book 30-min call with Jennifer to review current limitations and Enterprise benefits. Have SE demonstrate advanced features she's been exploring.
📅 Book Meeting
🎯 Demo Script
3
Proactive Limit Increase
NOW
Immediately increase their limits by 20% as "goodwill gesture" while Enterprise contract is processed. This prevents friction and shows partnership.
⚡ Apply Increase
📧 Notify Customer
4
Create Expansion Business Case
48 HRS
Build slide deck showing: cost of hitting limits (downtime), team productivity gains with Enterprise, competitive advantages of advanced features.
📊 Build Deck
💡 Case Studies
💰 EXPANSION IMPACT
+$120K
ANNUAL UPLIFT
$240K
NEW ARR
92%
WIN PROBABILITY
3-5yr
EXPECTED LIFETIME

Intelligence Sources

Usage Limit Hits (3x this week)
Source: API Gateway • Real-time monitoring
View usage details →
Budget Approval Signal
Source: Slack Integration • #finance channel
View conversation →
Champion Activity (Jennifer Wu)
Source: Product Analytics • 15 logins, 3 dashboards created
View activity log →
Team Growth (+40% headcount)
Source: HRIS Integration • 47 active users
View org chart →
Feature Interest Tracking
Source: Pendo • Enterprise features viewed 12x
View feature analytics →
Competitor Research Activity
Source: G2 Intent Data • No competitor views in 60 days
View intent signals →
Pattern confidence: 92% based on 147 similar expansions
TOTAL REVENUE IMPACT
$2.4M
Since January 2025
$1.8M
Saved
$600K
Expanded
18.2x
ROI

Monthly Revenue Impact

Average per month
+$400K
Jan
Feb
Mar
Apr
May
Jun

Account Impact Summary

Saves

⚡ Risk
24
Accounts Saved
Total ARR Saved $1.8M
Avg Save Size $75K

Expansions

↗ Growth
18
Accounts Expanded
New ARR Added $600K
Avg Expansion $33K

Prism Performance Metrics

Save Success Rate 82%
Expansion Success Rate 76%
Alert Accuracy 91%

Top Revenue-Driving Actions

1
Executive Intervention
Within 48 hours of alert
$840K
saved
2
Usage Limit Upgrades
Proactive expansion offers
$420K
expanded
3
Champion Replacement
New advocate identification
$360K
saved

📊 With Prism vs Without

Churn Rate
18%
11%
-39% improvement
Expansion Rate
12%
23%
+92% improvement
Time to Identify Risk
Before: 45 days → Now: 3 days
15x
Last updated: Today at 9:42 AM