Overview

Account Details

Comprehensive view of a single account

NE
Starter88/100 health

NextGen Solutions

Finance Chicago, IL nextgen.finance

Employees

95

ARR

$38k

Active Deals

1

Account Overview

Lifetime Revenue

$45k

ARR

$38k

Churn Risk

11%

Renewal

Jan 15

LP

Account Owner

Lisa Park

Last Contact

Yesterday

Quick Actions

Industry Benchmark

How this account compares to the Finance sector

Your ARR$38k
Industry Median$27k
Top Quartile$53k
YoY Growth+12%

Account Timeline

Discovery call completed

Jul 02

Deal moved to Negotiation

Jun 28

QBR with leadership team

Jun 15

New stakeholder added

May 03

Renewal contract signed

Apr 12

Account onboarded

Mar 04

Expansion Opportunities

Total potential: $11k

Premium Support Tier

$3k
75% likely

Advanced Analytics Module

$5k
60% likely

Additional User Licenses

$2k
85% likely

API Usage Expansion

$1k
50% likely

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