RON noticed 12 things this week, ranked by likely impact on ARR and your key metrics — most important first. Click Show me the analysis → on any card to dig in with RON.
1
Critical
Accounts
2 hours ago
Verdant Health usage dropped 34% this week — Q3 renewal at risk
$487K ARR is at risk. Their CSM hasn't engaged in 21 days. The drop pattern matches 3 prior accounts that churned within 6 months.
HealthHealth 24
ARR at risk$487K
Last CSM touch21 days ago
If Verdant churns
$487K = 5.8% of $8.4M ARR · impact on subscription metrics
Net Retention
118%→106%
−12 pp
Gross Retention
94%→88%
−6 pp
ARR Growth
22%→16%
−6 pp YoY
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2
Important
Pipeline
5 days ago
Q2 close commitment is $1.2M behind plan — recoverable if Helix closes
3 deals (Helix, Brightpoint, Riverlane) make up $1.1M. Closing 2 of 3 puts you back on plan. All need direct exec attention this week.
Plan$4.6M
Forecast$3.4M
Recoverable$1.1M
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3
Important
Revenue
Today
Q2 expansion is 22% ahead of plan — and a clear pattern is emerging
9 of 14 expansions happened within 30 days after Customer Health moved from green to "growing." Your CSMs are reading the signal.
YTD expansion$580K
vs Plan+22%
Pattern hit rate9 of 14
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4
Note
Revenue
3 days ago
April ARR jumped $340K MoM — Health vertical led the way
Largest MoM jump in 6 months. Health vertical contributed $148K of the $195K expansion (76%).
MoM growth+$340K
Health share76%
vs 6-mo avg+$220K
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5
Important
Pipeline
2 days ago
Pipeline coverage dropped to 2.8× — below your 3.0× minimum
Coverage was 3.2× last month. The drop comes from late-stage deals slipping (Helix, Riverlane, Brightpoint), not new pipeline drying up.
Coverage2.8×
Slipped deals7 · $1.4M
vs Last mo−0.4×
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6
Important
Revenue
Yesterday
CAC is up 14% — driven by longer enterprise sales cycles
CAC moved from $7.2K to $8.2K. Enterprise cycle stretched from 64 to 78 days. Mid-market is unchanged.
Current CAC$8.2K
vs 6mo ago+14%
Cycle change+14 days
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7
Note
Cash & Finance
3 days ago
DSO crept up to 52 days — 3 enterprise customers paying late
DSO moved from 43 to 52 over 60 days. Meridian, Pinewood, Lumen are the slippage. No payment-difficulty signals — likely AP process delays.
DSO52 days
Cash impact~$214K delayed
Late accounts3 enterprise
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8
Pattern
Patterns
5 days ago
Snowflake-sourced deals close 38% faster than direct outbound
14 closed-won deals over 6 months. Channel: avg 41 days, 47% win rate. Direct: avg 66 days, 31% win rate.
Cycle delta−25 days
Win (channel)47%
Win (direct)31%
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9
Note
Cash & Finance
6 days ago
14 months of runway · burn flat at $420K/mo
Cash position is $5.9M, burn $420K/mo. Burn has been flat for 4 months despite growing revenue — gross margin is doing the work.
Runway14 mo
Months to CFN~9 mo
Burn$420K/mo
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