Executive Overview

• Q3 revenue projected to beat forecast by 8%

  High impact

  Expansion revenue from Enterprise accounts is trending above plan for the third straight month — largely driven by add-on automation seats at Atlas Dental Network and Solace Health Clinics.

• 3 accounts show early churn signals

  High impact

  Login frequency and workflow usage dropped more than 30% over 14 days for Brightline Logistics and two other Growth-tier accounts. Recommend a proactive check-in this week.

• Negotiation-stage deals are closing faster than average

  Medium impact

  Average time-in-stage for Negotiation dropped from 11 to 7 days this quarter, likely tied to the new ROI calculator shared during demos.

Recent activity

• Lead Scoring & Routing

  Running

  Just now
• Follow up with Brightline Logistics on usage drop

  Due today

  5m ago
• Appointment Reminder Sequence

  Success

  8m ago
• Lead scoring updated for 6 leads

  Lunessa AI

  20m ago
• Lead Scoring & Routing

  Success

  22m ago
• Discovery call with Coastal Dental Group

  S. Amrani · 28 min

  35m ago
• Escalation Handoff

  Failed

  35m ago
• Inbox Triage & Draft Replies

  Success

  48m ago

Quick actions