RetentionOS — Portfolio Dashboard

Client.RetentionOS

Portfolio Dashboard

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📊

Health Pulse

Monthly Revenue

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MRR from current clients

Retention Rate

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Current / (Current + Past)

Churn Rate

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Past / (Current + Past)

Avg Tenure

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Current clients

Avg Days to First Value

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Start to first value date

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Portfolio Snapshot

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Recovery Metrics

Revenue Recovered

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From reactivated clients

Win-Back Rate

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Outreach → Reactivated

Pipeline Value

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If all candidates return

Exit Intel Quality

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% with known exit reason

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Data Gaps — Clients Missing Critical Fields

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Monthly Archetype Review

These clients haven't had their archetype reviewed in 30+ days. A quick check ensures your classifications stay accurate.

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Renewal Pipeline (Next 90 Days)

Next 30 Days

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31–60 Days

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61–90 Days

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Client	Archetype	Risk	Renewal Date	MRR	Days Left	Intervention

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Reactivation Queue

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First 90 Days — New Client Tracker

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Current Client Stats

Total Current

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Monthly Revenue

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MRR from active contracts

Revenue at Risk

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Avg Tenure

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Average months as client

High Risk

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Require immediate attention

Active Interventions

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Planned or in progress

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Revenue Concentration

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Archetype Distribution

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Risk Distribution

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Risk Drivers (Medium + High Risk Clients)

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Expansion Candidates

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All Current Clients

Client ↕	Service	Archetype ↕	Risk ↕	MRR ↕	% Rev ↕	Renewal ↕	Intervention

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Past Client Stats

Total Past Clients

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In ledger

Historical Revenue

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Earned during engagement

Reactivation Candidates

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Qualified for re-engagement

Reactivated

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Successfully re-engaged

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Archetype Distribution (When Active)

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Exit Reason Distribution

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Reactivation Pipeline

Candidates

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Outreach Sent

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Responded

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Reactivated

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Declined

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Client	Archetype	Exit Reason	Hypothesis	Status

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All Past Clients

Client ↕	Service	Archetype ↕	Exit Reason ↕	TCV ↕	Reactivation

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Lead Stats

Total Leads

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All in ledger

Last 90 Days

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New leads recently

Micro-Buyers

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Purchased, never ascended

Reactivation Candidates

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Qualified for re-engagement

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Source Distribution

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Lead Type Distribution

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All Leads & Micro-Buyers

Name ↕	Type ↕	Service	Source ↕	Date Entered ↕	Reactivation

Client Details