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CROS
Customer Revenue Operating System
AM
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Good morning, Alex. Here's where Customer Revenue needs attention today.

3 leadership priorities, $620K of ARR in Red accounts, and 3 open escalations. Two accounts need Resources from outside Customer Success.

Customer Revenue
$8.4M

+2.1% / 30d

Churn Risk ARR
$620K

+$85K / 30d

Expansion Opportunity
$1.1M

+$140K / 30d

NRR
108%

+1 pt / 30d

Open Escalations
3

2 unowned

Interactive product prototype. All data, Customers, Decisions and Outcomes shown are illustrative and simulated — they are not from actual customers.

What I Think You Should Focus On

Ranked by CROS

Northstar Health

$180K ARR at risk

Critical workflow adoption is down, support volume is increasing, and the executive sponsor is disengaged.

Priority
9
Confidence
High
ARR at risk
$180K

CROS interpretation: Customer Success action has not resolved the underlying adoption issue. Product Engineering involvement is recommended.

Resources involved

Sarah Mitchell| Customer SuccessMarcus Lee| Product Engineering

Vertex Systems

$240K expansion opportunity

Usage growth and broader stakeholder engagement indicate expansion readiness.

Priority
8
Confidence
High
Opportunity
$240K

CROS interpretation: Finance and Customer Success coordination is recommended before the renewal growth conversation.

Resources involved

Priya Shah| FinanceJordan Blake| Customer Success

DataCore Systems

Leadership escalation

Executive sponsor engagement has declined despite completed Customer Success actions.

ARR
$320K
Renewal
47 days
Confidence
Medium

CROS interpretation: Leadership escalation recommended ahead of the renewal window; Training can address residual enablement gaps.

Resources involved

Elena Torres| TrainingChris Patel| Customer Success

Portfolio Health and Opportunity

Simulated

Customer Health Distribution

58 customers
  • Green41 customers · $6.1M
  • Amber12 customers · $1.7M
  • Red5 customers · $620K

Renewal Risk

Next 90 days
WindowAccountsARRStatus
0–30 days4$310K1 at risk
31–60 days6$540K2 at risk
61–90 days9$880K3 at risk

Expansion Opportunity by Stage

Simulated
  • Signal detected$410K
  • Qualified$380K
  • In conversation$240K
  • Committed$70K

Risk and Opportunity Movement

Last 30 days
+7
New risks identified
-4
Risks reduced
+9
New expansion signals
+3
Opportunities closed

Customer Revenue Execution

Resources across teams

CROS coordinates Customer Revenue Activities across the Resources best suited to execute them.

ResourceTeamActive ActivitiesNeeds AttentionCompletion
Sarah MitchellCustomer Success142
91%
Marcus LeeProduct Engineering41
83%
Priya ShahFinance30
100%
Elena TorresTraining61
88%
Enterprise CSTeamCustomer Success112
86%

Adoption, Outcomes and Escalations

Recommendation Adoption

Adoption 72%
  • Accepted
    72% · 128
  • Modified
    14% · 25
  • Rejected
    8% · 14
  • Ignored
    6% · 11

Outcome Summary

Last 90 days
Risk Reduced
31
Expansion Identified
18
Renewal Secured
12
No Impact
9
Escalated
5

Open Escalations

3 open
  • Northstar Health

    P1

    Sarah Mitchell | Customer Success · open 6 days

  • DataCore Systems

    P2

    Chris Patel | Customer Success · open 3 days

  • Halcyon Retail

    P2

    Marcus Lee | Product Engineering · open 11 days

Interactive Product Prototype | Simulated Data