See your whole book in one rollup.

“How is my whole book doing, and where am I leaking without knowing it?”

Scores every account on health, lays out renewals due, shows product adoption, and flags accounts going quiet.

EXPAND MORE REVENUEINTERMEDIATECRMPRODUCT-ANALYTICS TOOLMEETING TOOL✓ APPROVED 4/4
EXAMPLE PROMPTS
>Review my book and show me at-risk accounts and renewals due [pastes account export]
>Which accounts have gone quiet, and which are the best expansion candidates?
>Which of my accounts are single-product and ready for a second one?
ABOUT THIS SKILL

What this skill does

This skill turns your customer book into one rollup view. It pulls every account you own, scores each on a health composite, lays out the renewals coming due, shows which products each account has adopted and which it has not, flags accounts going quiet, and ranks the best expansion plays. It is built for the start of the week, when you need to know where to spend your time. It is a rollup, not a per-deal deep dive.

Inputs

  • Works today with: your account list with owner, ARR or contract value, and renewal date. Paste or upload a CSV.
  • More powerful connected to a CRM: the whole book with owners, value, and renewal dates, live.
  • More powerful connected to a product-analytics tool: per-account usage and active users, which power the health composite and the going-dark detector.
  • Sharper with a sales-activity tool (outreach overlay) and a support tool (sentiment overlay).

How it works

  1. 1
    1. Pull the book. Every account where the owner field matches the portfolio owner, with contract value, renewal date, and product lines.
    1. Score the health composite per account. Combine the inputs you mapped into one of four bands: HEALTHY, WATCH, AT-RISK, GHOST. Every band carries the reasons that produced it.
    2. Build the renewal queue. Bucket open renewals into 90, 120, 180-day horizons, each with a verdict.
    3. Build the multi-product penetration view. Per product line, count adopted vs total. The largest gap is the biggest opportunity.
    4. Run the going-dark detector. Flag accounts past the dark-days threshold or with falling active users. Pair each with contract value and renewal date.
    5. Compute retention contribution per account. Year-over-year value delta net of churn and downgrades, rolled to a portfolio figure.
    6. Rank expansion candidates. Single-product accounts at an adoption ceiling carrying the signals to take the next product.
    7. Close with named next moves tied to specific accounts.

Output format

PORTFOLIO ROLLUP  ·  47 accounts  ·  $4.2M ARR

Health composite:
  HEALTHY:  31 ($2.8M)   WATCH: 9 ($820K)
  AT-RISK:   5 ($412K)   GHOST: 2 ($168K)

Renewal pipeline:
  Next 90d:  6 renewals · $678K · 4 HEALTHY · 1 WATCH · 1 SAVE_NEEDED
  Next 120d: 11 renewals · $1.2M

Multi-product penetration:
  Core:     42 of 47 (89%)
  Add-on C:  8 of 47 (17%)  (34 expansion candidates, biggest gap)

Going-dark this week:
  - Account One   (-87% active users, $42K ARR, renewing 2026-08)

Retention contribution YTD: +$340K net · 108% net retention

Top expansion candidates:
  1. Account Four ($187K), Core only, ready for Add-on C

Tips

  • The health composite is sourced. Never "Acme is at risk," always "at risk because engagement dormant, zero activity in 30 days, champion left in March."
  • The renewal queue carries a risk overlay (HEALTHY / WATCH / SAVE_NEEDED).
  • Book comparisons are honest. Surface book mix, not just headline numbers. One owner may hold the harder accounts.
  • If a query needs a signal you have not mapped, the skill stops and says what to connect.
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