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Customer 360

Per-account intelligence — health, cash, whitespace and the next move for sales, success and credit.

Pavion · FY26 (modeled)

#4 SDM Top Systems Integrators (2025)

2,800 employees · 70+ US sites · 23 countries

▲ Executive read· the answer, then the moves

$14.4M of cross-sell whitespace sits across 10 accounts on $106.3M of revenue, while 1 accounts ($6.4M) are flagged high-churn. Defend the at-risk book first, then attack whitespace where the portfolio expands fastest.

4 of 4 headline metrics improving vs prior · still off target: Net Revenue Retention 106.0% vs 110.0%, ARR (Recurring) $314M vs $330M, DSO (Days Sales Outstanding) 54d vs 48d

Do now — ranked by urgency

1
Defend the high-churn accountsAct now
Why it matters
1 accounts at high churn risk put $6.4M of revenue in play; a save here protects recurring ARR directly.
What's driving it
1 of 10 accounts flagged High churn
$6.4M revenue exposed
FYI
Portfolio revenue $106.3M; 6 live account signals tracked
Owner: Account / CSM
Open renewals →▤ open at-risk contracts
2
$8M ARR at risk — Q4 FY26Act now
Why it matters
Each churn point on the base ≈ recurring revenue lost.
What's driving it
renewal window Q4 FY26
Signal: Renewal risk
FYI
Of $51M due in Q4 FY26, $8M is churn-flagged.
Owner: Chief Customer Officer
Act →▤ open the at-risk contracts
3
$9M ARR at risk — Q2 FY27Act now
Why it matters
Each churn point on the base ≈ recurring revenue lost.
What's driving it
renewal window Q2 FY27
Signal: Renewal risk
FYI
Of $47M due in Q2 FY27, $9M is churn-flagged.
Owner: Chief Customer Officer
Act →▤ open the at-risk contracts
4
$6M ARR at risk — Q3 FY26Watch
Why it matters
Each churn point on the base ≈ recurring revenue lost.
What's driving it
renewal window Q3 FY26
Signal: Renewal risk
FYI
Of $42M due in Q3 FY26, $6M is churn-flagged.
Owner: Chief Customer Officer
Act →▤ open the at-risk contracts

📈 Growth & revenueStep 2 of 6 · accounts, cross-sell whitespace◀ Pipeline 360 Quote / CPQ 360 ▶All journeys

🌐 Enterprise 360 modules· on Customer 360Browse all 31 views ▾

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↗ Where this connects — act / drill across

🧩Customer Master· the golden record & terms 🔁Service / Contract 360· renewals & recurring 🧾Quote / CPQ 360· quote the cross-sell 💵Cash 360· the account's DSO & AR

● LiveBuilt forCRO · Sales VP· where to cross-sell nextAccount / CSM· renewal & expansion playsCredit · Collections· who to chase or hold

Pick an account for a one-page profile that turns the data into a move — a cross-sell play for sales, an expansion/renewal plan for success, and a collect-or-hold call for credit — each benchmarked against the portfolio.

Data backing: customer · opportunity · signal · kpi (NRR/DSO/GM peer benchmarks)

Select an account

FedEx

Cross-sell now

Global account · Distribution & Storage

Customer health

churnLow

Financials

Revenue

$18.6M

ARR

$4.4M

24% recurring

Backlog

$5.2M

Gross margin

31%

-1.6 vs peer

Net retention

108%

+2 vs peer

Whitespace

$2.1M

cross-sell

Cash & credit

DSO

47d

-6 vs peer

Aged AR

$102K

modeled >45d

Churn risk

Low

Signals & pipeline

📰 FedEx 10-K: elevated hub-automation capex (2026-05-10) → perimeter + analytics pull-through

Open: FedEx — hub perimeter + video analytics — $8.4M · Qualify @ 45% · signal-driven

Next best action · by stakeholder

Sales / CRO

Lead a cross-sell into $2.1M of whitespace — Distribution & Storage account already on 24% recurring; attach the missing discipline + monitoring.

Account / CSM

Healthy expansion (NRR 108%, +2 vs peer). Lock a multi-year renewal and reference-customer status.

Credit / Collections

Cash position healthy (DSO 47d, within peer). No action.

Exhibit 1

All accounts · one decision each

10 named accounts · $106.3M revenue · $14.4M of cross-sell whitespace · 1 at churn risk.

Account	Industry	Revenue	ARR	NRR	DSO	Whitespace	Health	Verdict
FedEx	Distribution & Storage	$18.6M	$4.4M	108%	47d	$2.1M	89	Cross-sell
Oracle	Data Centers & Technology	$16.1M	$5.2M	119%	44d	$3.2M	92	Cross-sell
Bloomberg	Finance & Insurance	$14.2M	$3.1M	112%	58d	$1.4M	87	Grow
Kaiser Permanente	Healthcare & Pharma	$12.9M	$3.8M	104%	63d	$1.8M	81	Cross-sell
UPS	Distribution & Storage	$11.3M	$2.9M	106%	49d	$1.6M	84	Cross-sell
IBM	Data Centers & Technology	$9.7M	$2.6M	101%	52d	$1.1M	78	Maintain
Align Technology	Healthcare & Pharma	$7.2M	$1.9M	105%	55d	$1.3M	79	Maintain
Staples	Retail	$6.4M	$1.7M	97%	67d	$600K	64	Defend
VeriSign	Data Centers & Technology	$5.8M	$2.1M	110%	41d	$900K	86	Grow
American Petroleum Institute	Government & Defense	$4.1M	$1.2M	100%	59d	$400K	72	Maintain