Ļ†

šŸš€ Revenue Intelligence Hub

Where Mathematics Meets Business Optimization

Alex Thompson

Account Executive - West Region

Generated: May 29, 2025

Phi Intelligence Platform

Total Ļ† Optimization Pipeline
$0
+23% from last quarter
Mathematical Opportunities
0
4 high priority ($372K)
Customer Health Score
84
+5 points this month
TBs Under Management
1,247
+12% monthly growth
Overview
Opportunities
Customer Health
Product Usage
Competitive
Action Plan
Ļ† Revenue Opportunity by Account
Mathematical Opportunity by Product Type

šŸŽÆ Ļ† Optimization Recommendations

Healthcare Corp: Critical mathematical alert - 510% BaaS overconsumption indicates immediate Ļ† optimization need. Schedule C-level meeting within 48 hours. ($222K opportunity)
Labs Inc: High probability mathematical upsell - 130% FortKnox utilization with strong health score (92/100). Present premium tier upgrade. ($82K opportunity)
Tech Solutions: Cross-sell Ļ† optimization - High usage, missing security module. Schedule technical demo for next week. ($115K total opportunity)
Energy Co: Consolidation play - Multiple product overconsumption through Ļ† optimization. Propose enterprise package for 15% cost savings. ($37K opportunity)

šŸ’° Priority Ļ† Revenue Opportunities

Priority Account Product Utilization Entitled Actual Usage Ļ† Opportunity Value Probability Add to Salesforce

ā¤ļø Customer Health & Ļ† Expansion Potential

Customer Health Score Current ARR Product Adoption Ļ† Expansion Potential Risk Level Next Action

šŸ“Š Ļ† Product Adoption Matrix

Customer BaaS FortKnox BETB Data Security File Services Dev/Test Ļ† Adoption Score

āš”ļø Ļ† Competitive Intelligence

Account Primary Competitor Competitive Threat Win Probability Key Differentiator Ļ† Strategy

šŸ”„ Immediate Ļ† Actions (Next 7 Days)

HIGH Schedule executive briefing with Healthcare Corp for mathematical BaaS expansion ($127K)
HIGH Prepare FortKnox Ļ† optimization upgrade proposal for Labs Inc ($82K)
HIGH Complete security assessment for Tech Solutions Ļ† optimization ($67K)

šŸ“… This Month (Next 30 Days)

MED Present Ļ† optimization consolidated package to Energy Co ($37K)
MED Conduct mathematical health check with Manufacturing Plus ($33K)
MED Schedule Ļ† renewal discussion with Retail Corp ($27K)

šŸŽÆ Strategic Ļ† Initiatives (Next Quarter)

LOW Develop Ļ† optimization case study from Healthcare Corp success
LOW Competitive analysis for new Ļ† optimization prospects
LOW Territory expansion planning with mathematical modeling
Phi Intelligence Revenue Intelligence Hub - Powered by Ļ† (golden ratio) consumption analysis and predictive mathematical modeling.
All pricing calculations include enterprise discounts. Utilization data updated in real-time from customer telemetry.
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