Customer Analytics
Deep dive: health, cohorts, customer-level risk, and AI-native retention playbooks
Decision Navigator
Customer overview
Customer Analytics
Deep dive: health, cohorts, customer-level risk, and AI-native retention playbooks
Customer health blends portfolio activity, concentration, payment behavior, and receivables pressure into one operating summary.
Customer health
The score rises when the active base stays broad, payment speed stays tight, and customer concentration does not distort the book.
AI Analysis
Get live AI-powered insights from your QuickBooks data. The agent will fetch real financial data and provide analysis.
Executive snapshot
The primary customer metrics stay intact, but now sit under the executive narrative.
Active Customers
Total Revenue
Avg Lifetime Value
Avg Days to Pay
Customer signals
Short reads that frame portfolio quality before the deeper analysis views.
Too much of the portfolio has gone inactive
0 of 0 customers are active, keeping the book at an 0% active rate.
Revenue concentration is contained
Top three customers represent 0% of customer revenue and should stay visible in planning.
Payment speed is supporting liquidity
Customers average 0 days to pay, with $0 still outstanding.
Lifetime value needs deeper expansion work
Average lifetime value across the portfolio is $0.