A concise orientation before you dive in. Two scores, four classifications, one key question per account.
Health Score (0–100)
Current platform state across five dimensions: Engagement, Adoption, Value Delivery, Operational Health, and Trajectory. ≥60 = platform is working. Backward-looking — reflects today, not a forecast.
Growth Score (0–100)
Near-term expansion signals: bundle upgrade readiness, feature gap, customer headroom (commercial growth within current base), and peer benchmark gap. ≥50 = real expansion levers exist. Measures current opportunity signals, not future predictions.
The 2×2 Classification
Expand: Health ≥60 + Growth ≥50. Act now.
Maintain: Health ≥60 + Growth <50. Stable. Monitor.
Stabilize First: Health <60 + Growth ≥50. Upside exists — repair health first.
Intervene: Health <60 + Growth <50. Both need attention.
Peer Benchmarking
Each org compared to similar accounts. Tier 1 = vertical × bundle. Tier 2 = vertical only. Tier 3 = bundle only (valid, not a failure). Confidence: high / medium / low. Click into any account for full peer context and peer list.
Churn Risk & Modifiers
RM-1 = ARR >$5K + zero logins. RM-2 = severe value collapse (>60% drop). RM-3 = elevated support escalations. RM-4 = data staleness. When any modifier fires, churn_risk = true and Health is capped. Severity: immediate / near-term / monitored.
This Run: v2.5.0 Trusted
Run 2026-04-07. 103 scored orgs — all complete. Internal user contamination removed from denominators. RM-2 Portal routing fixed. 0 partial rows (gblx / soi / tel now fully scored). Trusted canonical baseline.
Canonical run 2026-04-07 — Health V2 v2.5.0 (trusted) · Peer Benchmark v1.1.0. 103 scored organizations across all active bundles. All 103 complete. Old 2026-04-06 provisional baseline superseded.
Classification Distribution Click any bar or legend item to filter the explorer
Each point is a scored org. Color = classification. Click any point to open its detail panel. Threshold lines: Health 60 (vertical) and Growth 50 (horizontal). ?
Highest-priority expansion opportunities, save/churn cases, and Stabilize First accounts where health repair unlocks real growth. Click any card to open the full detail panel.
Filter, sort, and search the full portfolio. Click any row to open the account detail panel.
| Account | Health ▾ | Growth | Classification | H. Band | Bundle | Peer Conf. | Tier | Peers (n) |
|---|
Parent entities with multiple scored accounts. Expand to see individual account health within each group.
Full scoring logic, classification definitions, peer confidence guide, and data quality signals.
Classification Logic
Expand
Health ≥60 and Growth ≥50. Platform is in good shape and credible expansion signals exist — bundle upgrade, feature adoption, or peer benchmark gap. Act on growth while protecting health.
Maintain
Health ≥60 but Growth <50. Platform is healthy but no near-term expansion trigger identified. Keep engagement high, monitor for emerging signals. No urgent action required.
Stabilize First
Health <60 but Growth ≥50. Real upside exists — expansion potential is present. But the health foundation must be repaired first. Stabilize First ≠ Intervene: this account has a credible growth path waiting behind a health repair gate.
Intervene
Health <60 and Growth <50. Both health and growth need attention. Diagnose, then stabilize. Not all Intervene accounts are equal — some are immediate save cases (RM fired), some are repair cases, some are monitor-tier. Use the detail panel to assess urgency.
Peer Confidence Guide
Health Dimensions
Engagement
Active rep logins and usage in 90 days. Most direct usage signal — low engagement is often the upstream cause of all other health gaps.
Adoption
Breadth of feature utilization. Low = narrow platform use. High = team engaged across catalog, ordering, and portal tools.
Value Delivery
Tangible business outcomes: orders, email/catalog workflows, portal engagement. Closest proxy to “is eCat generating ROI?”
Operational Health
Data freshness, import hygiene, catalog completeness. Stale or incomplete data degrades the catalog experience for reps and buyers.
Trajectory
Current 90d vs prior 90d. 100 = improving. 0 = declining. A leading indicator — declining trajectory often precedes deeper disengagement.
This report reflects the trusted 2026-04-07 canonical Health V2 (v2.5.0) and Peer Benchmark (v1.1.0) runs. Internal user contamination was removed from engagement denominators. RM-2 Portal routing corrected. All 103 scored orgs are complete. Eligibility based on canonical MAL + active subscription gate. Scores are decision support, not autopilot.