BDW
Baldwin Data Works
My Accounts
Account Cockpit
My Accounts
Impact Score 72 — At Risk
Sarah Jenkins
Account Manager
SJ
Region
All Regions
BC
Alberta
Ontario
Prairies
Atlantic
National
Industry
All Industries
Healthcare
Mining & Resources
Retail
Finance
Technology
Manufacturing
Hospitality
Tier
All Tiers
Platinum
Gold
Silver
Status
All
⚠ At Risk
⏳ Expiring <90d
💰 High TCV (>$5K)
📈 Upsell Ready
✅ Healthy Only
My Accounts
347 accounts · sorted by Account Impact Score
Account
Region
Industry
Impact Score
MRR
Last Contact
Next Best Action
Overall Health
At Risk
2 signals require attention
Tenure & Tier
4 Yrs
Platinum
Billing Status
⚠ Past Due
2 invoices · 45 days overdue
Open Tickets
0 Critical
1 Low priority · SLA: OK
Financial Health
At Risk
2 invoices ($2,240 total) 45 days past due. Contract expires in 65 days. TCV: $8,400/mo.
Service Delivery
Healthy
No critical tickets. VPN issue resolved yesterday. Bandwidth: 68% utilization. No SLA breaches.
Relationship & Sentiment
Declining
Sentiment: Neutral → Negative (−12 pts). CSAT: 3.2/5. Last meaningful contact: 22 days ago.
Action Intelligence Hub
3 active · sorted by Account Impact Score
Schedule Contract Renewal & Competitor ResponseChurn Score 0.89 · Severity Score 92
⚡ AI Proactive · Retention
Churn Risk Factors
Contract expiring <90d
+0.31
Competitor mention
+0.22
Sentiment declining
+0.18
Platinum tenure, 4 yrs
−0.16
Helpful?
Resolve Outstanding Billing Dispute — 2 InvoicesRisk Score 0.73 · Severity Score 85
🔴 AI Alert · Risk Mitigation
- 2 invoices ($2,240) are 45 days past due — auto-reminders have gone unanswered Src 4
- Billing friction precedes churn in 73% of EBM-flagged accounts at this overdue stage
- At $100,800 ARR, a proactive courtesy credit now costs far less than losing the account
Billing Risk Factors
Invoices overdue >30d
+0.28
2 unpaid invoices
+0.20
High TCV (retention)
−0.23
Helpful?
Recommend SD-WAN Enterprise — Multi-Site ExpansionNBO Score 0.84 · Severity Score 68
📈 AI Proactive · Upsell
- NBO model score: 84% — highest SD-WAN propensity across the entire portfolio
- 2 new branch offices opened last quarter (Calgary + Mississauga) — multi-site infrastructure now needed Src 5
- Fiber confirmed active at all 3 locations — ideal window for a no-commitment trial
NBO Propensity Drivers
New branches ×2
+0.29
Fiber at all 3 locations
+0.25
SD-WAN whitespace gap
+0.17
Helpful?
Serviceability Gauge
1 Site On-Net
Fastest Site
On-Net · HQ
Revenue-Ready
~2 weeks
Sites Covered
1 of 3 On-Net
Location 1: Vancouver, V6B 2W3, BC
On-Net
📱
🌐
☎️
On-Net
Near-Net
Off-Net
Future
Location 2: Calgary, T2P 1J9, AB
Near-Net
📱
🌐
On-Net
Near-Net
Off-Net
Future
Location 3: Mississauga, L5B 3A1, ON
Off-Net
📱
🌐
🌐
On-Net
Near-Net
Off-Net
Future
On-Net (0m)
Near-Net (<500m)
Off-Net (500m+)
· 🌐 Fiber · 📱 5G · ☎️ VoIP · faded = planned
Interaction Summary
View all 47
✦ AI Relationship Summary — RAG-Powered
Over the past 60 days, TechCorp Global's relationship sentiment has drifted from neutral to declining (−12 pts), driven by unresolved billing friction and a lack of proactive outreach Src 1. The pivotal risk signal is CTO David Lim's Apr 18 email, where Rogers was explicitly cited as an alternative for international roaming — indicating the account is in active competitor evaluation Src 2. A positive counter-signal emerged on Apr 10 when Lim attended the full Enterprise Security Webinar (4.5/5 rating), flagging interest in Zero-Trust architecture and suggesting he remains strategically engaged with our account team Src 3. Critically, two invoices totalling $2,240 remain 45 days overdue and must be resolved before any renewal conversation can proceed Src 4.
Raw Interaction Log — 47 Events
Yesterday · 2:14 PM
VPN Support Ticket Resolved
Configuration issue fixed remotely. CSAT: 3/5 — customer noted "faster response needed."
Apr 18 · Email
Billing Inquiry — Roaming
CTO David Lim emailed about European team roaming charges. Competitor Rogers mentioned.
Apr 10 · Webinar
Enterprise Security Webinar Attended
David Lim (CTO) registered and attended the full 90-min session.
Mar 15 · Billing
Invoice #INV-2026-0812 Overdue
$1,120 outstanding — 45 days past due. Auto-reminder sent.
Growth & Whitespace Explorer
47 upsell opportunities · sorted by Urgency & Propensity Score
Account
Recommended Product
Why Now
MRR Lift
NBO Score
Northern Star Mining
Gold · 6 Years
SD-WAN Enterprise
⚡ New Fiber Live
+$2,800/mo
92%
Cascade Health Systems
Platinum · 9 Years
Advanced Security Suite
🔍 Portal Intent ×5
+$1,500/mo
88%
Pacific Retail Group
Gold · 3 Years
Dedicated Fiber Upgrade
📈 Bandwidth 94%
+$3,200/mo
81%
TechCorp Global Inc.
Platinum · 4 Years
SD-WAN Enterprise
🏢 New Branches ×2
+$2,100/mo
84%
Metro Foods Inc.
Silver · 2 Years
LTE Failover Backup
🏢 New Branch
+$450/mo
71%
Whitespace Matrix
Select an account to view their product matrix and AI upsell recommendations.
Portfolio — Weekly Summary
347 accounts · updated daily at 6:00 AM · Looker Semantic Layer · Apr 25, 2026
347
Total Accounts
277
Healthy (Green)
47
At Risk (Amber)
23
Critical (Red)
Portfolio Trend Analytics
Rolling 12-month view · sourced from CRM + billing data nightly
Portfolio MRR
$2.41M
↑ +14.2% YoY
$2.5M
$2.0M
$1.5M
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
At-Risk Accounts
70
↓ −18 vs. peak
100
55
10
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
NBA Acceptance Rate
68%
↑ +19pp vs. baseline
80%
50%
20%
Nov
Dec
Jan
Feb
Mar
Apr
Avg. Portfolio Sentiment
71
↑ +8 pts vs. 12w ago
90
60
30
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
Portfolio Sentiment Heatmap
47 Need Attention
Cascade Health
$18K/mo
NovaTech Corp
$14K/mo
TechCorp Global
$8.4K/mo
WestPac Logistics
$7K/mo
Northern Star
$6.2K/mo
Apex Pharma
$5.8K/mo
Pacific Retail
$5.5K/mo
Horizon Group
$4.2K/mo
Metro Foods
$3.8K/mo
SkyView Media
$3.1K/mo
Elmwood Co
Triton Ltd
BluePeak Inc
Redline
Fairview
Positive
At Risk
Critical
Severe
Tile size = TCV
🚨 Trending Friction Topics This Week
#1
International Roaming Charges
42 accounts · NLP cluster confidence 94%
Bulk Campaign →
#2
SD-WAN Install Delays · Alberta
18 accounts · Operations issue flagged
Escalate Ops →
#3
Self-Serve Portal Login Failures
12 accounts · Likely auth provider issue
View Ticket →
#4
Billing Disputes — Overcharges
8 accounts · Finance review in progress
Review →
🏆 Positive Signals & Recent Wins
⭐
Cascade Health Systems — Onboarding 10/10
Rated new Dedicated Fiber installation 10/10 yesterday. Primary contact Dr. Patel expressed interest in expanding to 3 more clinics.
→ Request Case Study
🔄
NovaTech Corp — 3-Year Contract Renewed
Signed 3-year mobility renewal (+$2,200/mo). CFO specifically cited "reliability and proactive support" as key factors.
→ Schedule QBR
⚡
Metro Foods Inc. — New Branch Live in 24hrs
Branch connectivity activated 24 hours ahead of schedule. GM called to express gratitude — strong sentiment signal detected.
→ Cross-sell LTE Backup