Portfolio Health
Business Unit
Region
All Regions▼
Regions
AllNone
Head
All Heads▼
Heads
AllNone
Owner
All Owners▼
Owners
AllNone
Sync error:
Total Kitty
—
Existing kitty customers
Active
—
Revenue in last 90 days
Silent
—
91–180 days no revenue
Inactive
—
181–365 days no revenue
Organic Lost
—
365+ days no revenue
Inter BU
—
Cross-BU kitty clients
Active (≤90 days)
Silent (91–180 days)
Inactive (181–365 days)
Organic Lost (366+ days)
Never Active
Portfolio Health Distribution · client status split · health score per head
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At-Risk Radar · Active clients approaching Silent in ≤30 days
⚠️
—
clients at risk
Last deal 61–90 days ago · will go Silent within 30 days
Portfolio Health Score · weighted by engagement depth per head
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Revenue at Risk
Reactivation Success Rate

Portfolio by Team Lead

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Team Lead BU Total Kitty Active Silent Inactive Organic Lost Never Active Health
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