Clients
Portfolio overview — priority is set here and syncs to Inbox, Calendar, and Account 360.
| Client | Priority | Health | ARR | Meetings | Last activity | Renewal | Owner | Status |
|---|---|---|---|---|---|---|---|---|
| Stripe | Default | User Avg AI Avg A/A | $520K | 5 | less than a minute ago | 60d | Anjum K. | Renewal |
| Salesforce | Default | User Good AI Good G/G | $480K | 12 | 3 days ago | 180d | Rahul S. | Active |
| HubSpot | High Priority | User Poor AI Poor P/P | $420K | 6 | 1 day ago | 45d | Anjum K. | At Risk |
| Workday | Default | User Good AI Good G/G | $380K | 4 | 5 days ago | 240d | Maya P. | Active |
| ServiceNow | Default | User Good AI Avg G/A | $340K | 7 | 2 days ago | 75d | Anjum K. | Renewal |
| Intercom | High Priority | User Poor AI Poor P/P | $310K | 8 | less than a minute ago | 88d | Anjum K. | At Risk |
| Zendesk | Default | User Avg AI Avg A/A | $240K | 4 | 2 days ago | 120d | Rahul S. | Active |
| Notion HQ | Default | User Good AI Good G/G | $180K | 3 | 6 days ago | 300d | Rahul S. | Expansion |
| Figma Inc. | Default | User Good AI Good G/G | $160K | 3 | 7 days ago | 365d | Maya P. | Active |
| Amplitude | Default | User Poor AI Poor P/P | $120K | 5 | 1 day ago | 90d | Rahul S. | At Risk |
| Acme Corp | Default | User Good AI Good G/G | $95K | 2 | 4 days ago | 200d | Maya P. | Active |
| Linear | Default | User Good AI Good G/G | $65K | 2 | 10 days ago | 7d | Maya P. | Renewal |