Revenue at Risk

How It's Calculated

Viewing Revenue at Risk

Dashboard View

1. Go to Dashboard
2. See total revenue at risk
3. Breakdown by red health accounts, yellow health accounts, and accounts up for renewal soon

Account View

Open any account to see individual revenue at risk in the header.

Using This Data

Prioritize save efforts based on:

1. Highest dollar impact: Focus on large contracts first
2. Renewal timing: Accounts renewing in 30-60 days
3. Trend severity: Rapidly declining vs. slowly declining