Vendor dashboard

Self-Service

Service revenue management view

Revenue in Service Lifecycle

Revenue in BRD

$287k

Scoped and active

+14% vs last period

Revenue in Delivery

$156k

In active delivery

+6% vs last period

Revenue Awaiting CSAT

$41k

Delivered, not yet signed off

-3% vs last period

MRR

$24.8k

Monthly recurring revenue

+12% vs last period

Revenue at Risk

Revenue exposure

Revenue at risk this period

$28k

total at risk  +$4k vs last period

SLA breach revenue

$19k

Stuck >30 days

$11k

8.4% of lifecycle revenue is currently at risk

Renewal risk indicators

Accounts flagged for churn risk

AccountRisk flagsRevenueRisk
Crestview Health
SLA BreachLow CSAT
$22kHigh
Northgate Finance
Ageing >28d
$34kMedium
Solaris Retail
Low CSATRework
$29kMedium
Meridian Legal
Blocked milestone
$19kLow

Delivery Velocity

Velocity metrics

Avg days BRD → Delivery

18days

-2 days vs last period

% Revenue delivered within SLA

76%

Target: 80%(4% below)

% Revenue delivered within SLA

Monthly trend vs 80% SLA target

Customer Satisfaction by Revenue

CSAT by revenue

Revenue-weighted satisfaction scores

Avg CSAT

4.6/ 5

+0.2 vs last period

Revenue-weighted CSAT

4.4/ 5

Weighted by deal size

Revenue below 4.0 threshold

$18k

Revenue awaiting CSAT

$41k

Service outcome health rate

Revenue delivered within SLA · CSAT ≥ 4.0 · signed off on time

68%

+4% vs last period

Of delivered revenue met all three service outcome criteria

Churn & Retention

Revenue retention

Gross revenue retention

92.8%

+0.8% vs last period

Revenue churned

$12k

Churn rate

7.2%

Retention by delivery speed

Gross retention rate by time-to-delivery band

Delivery bandRetentionRevenue
< 14 days97%$48k
14–21 days93%$62k
21–30 days85%$31k
> 30 days71%$15k

Lead to Scoped BRD Conversion

Conversion metrics

Lead to scoped BRD · February 2026

Lead to BRD conversion

63%

+4% vs last period

Revenue created at BRD

$287k

Avg days lead to scoped

11days

-1 day vs last period

Revenue funnel

Volume pre-BRD · Revenue post-BRD

Count (pre-BRD)
Revenue (post-BRD)

Revenue lost by stage

Drop-offs weighted by scoped revenue

StageLostRev. lost% stage rev.
BRD → Delivery64$131k45.6%
Delivery → Delivered30$12k7.7%
Delivered → CSAT23$41k28.5%

Top customers

By total spend · Revenue-weighted CSAT

CustomerLeadsDeliveredCSATRev. CSATTotal spendRev. awaiting CSAT
AI

Apex Industries

Top
2822
4.8
4.7$41,200
NF

Northgate Finance

2117
4.5
4.3$33,600$8k
SR

Solaris Retail

1914
4.7
4.5$28,900$5k
CH

Crestview Health

1511
4.3
3.9$22,100
ML

Meridian Legal

129
4.9
4.8$18,500