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Dashboard

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Current Plan
Starter
Uploads This Month
3 / 1
Customer Limit
2,500
Last run: 50

Retention Intelligence

2026-02-20 14:30 - demo_transactions_starter.csv
P0 (Critical)
4
P1 (High)
12
P2 (Moderate)
13
P3 (Low)
21
Worklist Customers
50
Prioritized action list
Total Revenue at Risk
$275,395
Churn x 90-day revenue
Avg Churn Risk
36.6%
Across worklist

Top Customers by Revenue at Risk

Customer ID Churn Risk 90-Day Revenue Revenue at Risk Priority Action Status
CUST-10022 67.6% $24,182 $16,357 P1 Win-back email campaign Contacted
CUST-10033 67.2% $24,241 $16,300 P0 Renewal reminder with incentive Contacted
CUST-10036 85.5% $16,113 $13,777 P0 Win-back email campaign Not started
CUST-10030 48.9% $27,876 $13,639 P2 Cross-sell complementary product Not started
CUST-10002 59.7% $22,817 $13,628 P1 Personal outreach with loyalty offer Scheduled
CUST-10005 74.7% $17,899 $13,365 P0 VIP upgrade offer Scheduled
CUST-10023 48.3% $26,246 $12,679 P1 Cross-sell complementary product Scheduled
CUST-10042 56.0% $19,994 $11,207 P1 Personal outreach with loyalty offer Not started
CUST-10044 47.5% $22,455 $10,659 P2 Personal outreach with loyalty offer Not started
CUST-10035 54.9% $19,070 $10,468 P1 Proactive support check-in Contacted
CUST-10021 65.7% $15,867 $10,423 P0 Send exclusive discount code Contacted
CUST-10039 47.2% $20,994 $9,917 P2 Schedule account review call Not started
CUST-10031 46.5% $20,812 $9,669 P1 Personal outreach with loyalty offer Contacted
CUST-10032 37.6% $23,994 $9,015 P2 Schedule account review call Not started
CUST-10043 45.9% $16,644 $7,633 P2 Schedule account review call Not started
CUST-10015 55.9% $13,141 $7,342 P1 Proactive support check-in Won back
CUST-10049 61.5% $11,638 $7,158 P1 Proactive support check-in Not started
CUST-10003 30.4% $21,567 $6,552 P2 Win-back email campaign Not started
CUST-10006 22.8% $27,598 $6,287 P3 Send exclusive discount code Not started
CUST-10024 47.4% $12,525 $5,939 P1 Renewal reminder with incentive Not started
CUST-10046 23.6% $24,775 $5,859 P3 Personal outreach with loyalty offer Not started
CUST-10047 24.9% $22,852 $5,683 P3 Proactive support check-in Not started
CUST-10041 55.6% $8,326 $4,628 P1 Personal outreach with loyalty offer Scheduled
CUST-10020 41.8% $10,957 $4,579 P2 Cross-sell complementary product Not started
CUST-10038 38.6% $9,028 $3,483 P2 Personal outreach with loyalty offer Not started

Revenue Exposure Overview

Revenue at risk breakdown by priority tier.

Revenue at Risk by Priority

Top Customers by Revenue at Risk

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