Morning briefing · Live

Good morning, Jordan. Lumen Cloud is trending strong, but churn needs your attention today.

Revenue is up 6.4% month-over-month and the pipeline is healthy. However, churn rose to 2.1% — driven by three enterprise accounts flagged as at-risk. QUANRIXA has prepared 4 recommended decisions for you.

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Health Score

▲ Strong · +3 this week

Revenue & Expenses

· Interactive · hover any point

Sales Pipeline

· $1.94M open · hover a stage

Customer Growth

· new vs churned · hover a month

Cash & Burn

· runway view

Department Health

· composite score by function · hover a point

Revenue Quality

· MRR movement this month

AI Insights

Auto-generated

Critical Alerts

3 active

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QUANRIXA

Good morning, Jordan. I've analyzed Lumen Cloud's live data across finance, sales, and customer success. Ask me anything — I'll ground every answer in your actual numbers. A few starting points:

Daily Executive Briefing

Executive SummaryHealth 78/100

Lumen Cloud closed yesterday with $19,850 in new bookings and net revenue trending 6.4% ahead of last month. The quarter is pacing to hit 103% of plan. The primary concern is a rise in enterprise churn — three accounts representing $68K ARR are showing disengagement signals. Marketing efficiency improved, with blended CAC down 9%. Recommended focus today: retention outreach and reviewing the Q3 hiring plan against slowing headcount productivity.

Top Wins

Top Risks

Suggested Decisions & Priorities

Recommended Decisions 4 pendingRanked by expected impact

New Customers by Channel

· hover / click a bar

Revenue Contribution

· hover a segment

MRR Growth vs Churn Rate

· dual axis · hover for detail

Predictive Analytics AI forecast84% confidence

Revenue Forecast

· actuals + 6-month projection with confidence band

Churn Prediction

· projected vs target

Predicted Outcomes

KPI Center Updated 2 min ago · hover sparklines

Build a report

· choose what goes in

Period

Audience

Format

The file downloads to your computer with live figures already in it. Open it and print to PDF to share.

Scheduled delivery

· sent automatically

Report library

· everything generated so far

Revenue MTD

$612.4K

▲ 8.2% MoM

Gross Margin

81%

▲ 1pp

Net Profit

$148.9K

▲ 11%

Runway

18 mo

stable

MRR Bridge

· how MRR moved this month

Expense Breakdown

· stacked · hover a month

Cash Flow

· inflow vs outflow · hover

Pipeline

$1.94M

361 open deals

Win Rate

28%

▲ 3pp

Avg Deal

$4.3K

▲ 6%

Sales Cycle

34 days

▼ 4 days

Bookings by Rep

· this quarter

Monthly Bookings

· new vs expansion

Top Open Deals

Blended CAC

$1,180

▼ 9%

Leads (mo)

2,940

▲ 12%

Conversion

3.4%

▲ 0.3pp

Marketing ROI

4.6x

▲ 0.4x

Return on Ad Spend by Channel

· hover a bar

CAC by Channel

· lower is better

Spend vs New Customers

· trailing 12 months · dual axis

Customers

1,284

▲ 38 net

Net Retention

112%

▲ 3pp

Churn

2.1%

▲ 0.5pp

CSAT

94%

▲ 2pp

Cohort Retention

· % of each monthly cohort still active · hover a cell

Accounts

Model a decision before you make it

Move any lever and the 18-month projection recalculates live — MRR, cash, headcount, runway and profitability. Save a scenario to compare it against your base plan side by side.

Levers

· drag to model

Projected outcome

· month 18—

MRR & cash trajectory

· scenario vs base plan

Saved scenarios

· compare plans

What this scenario means

Company objectives

Add a key result

Objective

Key result

Start

Now

Target

Unit

Goal health

· pacing vs quarter elapsed

How you compare to other B2B SaaS companies at your stage

Each bar shows your value against the industry median and top-quartile mark for companies in the $1M–$10M ARR band. The green band marks the range where investors and boards expect a healthy business to sit.

Benchmark scorecard

· 11 operating metrics

Your valueIndustry medianHealthy range

Fix these first

· ranked by gap

Investor readiness

Does each customer pay back more than they cost to win?

Edit any input to see how lifetime value, payback period and margin per customer respond. The sensitivity grid shows which combinations of churn and acquisition cost keep you above a healthy 3:1 return.

Inputs

Unit economics

—

Payback curve

· cumulative gross profit per customer vs acquisition cost

Sensitivity: LTV : CAC

· monthly churn (rows) × acquisition cost (columns) · green clears the 3:1 bar, red does not

Headcount by team

· current vs plan

Revenue per employee

· annualised · hover a month

Cost per team

· fully loaded, monthly

Team pulse

· engagement survey · last 30 days

Hiring plan

Daily & monthly active users

· stickiness = DAU ÷ MAU

Activation journey

· signup to habit · hover a step

Feature adoption

· % of active accounts using

Net promoter score

· 412 responses this quarter

Reliability

· uptime & incidents

Support load

· tickets vs first-response time

Risk matrix

· click a cell to filter

Impact →

Register

Log a new risk

· it appears in the matrix immediately

Risk

Owner

New initiative

· approved decisions land here automatically

Initiative

Owner

Expected impact

Due

Priority

Competitive landscape

Estimated market share

· mid-market segment

Why we win

· closed-won reasons, last 90 days

Why we lose

· closed-lost reasons, last 90 days

Strategic position

Data sources

· toggle a source to connect or pause it

Data health

· what the numbers rest on

Import a file

Drop in a CSV export from any system that isn't listed. Columns are matched automatically and you confirm the mapping before anything is written.

Results

Click any document to have the assistant summarise it

Good morning, Jordan. Lumen Cloud is trending strong, but churn needs your attention today.

Revenue & Expenses

Sales Pipeline

Customer Growth

Cash & Burn

Department Health

Revenue Quality

AI Insights

Critical Alerts

Use your own model (optional)

Top Wins

Top Risks

Suggested Decisions & Priorities

New Customers by Channel

Revenue Contribution

MRR Growth vs Churn Rate

Revenue Forecast

Churn Prediction

Predicted Outcomes

Build a report

Contents

Scheduled delivery

Report library

MRR Bridge

Expense Breakdown

Cash Flow

Bookings by Rep

Monthly Bookings

Top Open Deals

Return on Ad Spend by Channel

CAC by Channel

Spend vs New Customers

Cohort Retention

Accounts

Model a decision before you make it

Levers

Projected outcome

MRR & cash trajectory

Saved scenarios

What this scenario means

Add a key result

Goal health

How you compare to other B2B SaaS companies at your stage

Benchmark scorecard

Fix these first

Investor readiness

Does each customer pay back more than they cost to win?

Inputs

Unit economics

Payback curve

Sensitivity: LTV : CAC

Headcount by team

Revenue per employee

Cost per team

Team pulse

Hiring plan

Daily & monthly active users

Activation journey

Feature adoption

Net promoter score

Reliability

Support load

Risk matrix

Register

Log a new risk

New initiative

Competitive landscape

Estimated market share

Why we win

Why we lose

Data sources

Data health

Import a file

Results

Settings

Notifications