Account Manager
24 active clients · June 15, 2026
24
Active Clients
3 this month
Rs 18.4L
MRR
+12% MoM
5
Renewals Due
In 30 days
8.6
Avg NPS Score
+0.4 vs last qtr
3
At-Risk Clients
Need attention
Client Health Scores
All clients →
AK
Ananya Kumar92
Healthy
RS
Rajiv Shah86
Healthy
MP
Meera Pillai62
At Risk
VG
Vikram Gupta38
Critical
ST
Sunita Trivedi78
Good
Upcoming Renewals
Manage →
AK
Ananya Kumar
Agency Plan · Rs 1,299/mo
Jun 30
15 days
RS
Rajiv Shah
Solo Plan · Rs 599/mo
Jul 05
20 days
VG
Vikram Gupta
Agency Plan · Rs 1,299/mo
Jul 08
At-risk ⚠
MP
Meera Pillai
Solo Plan · Rs 599/mo
Jul 12
27 days
MRR by Month
Jan
Rs 11.4L
Rs 11.4L
Feb
Rs 12.6L
Rs 12.6L
Mar
Rs 13.2L
Rs 13.2L
Apr
Rs 14.4L
Rs 14.4L
May
Rs 15.8L
Rs 15.8L
Jun ▶
Rs 18.4L
Rs 18.4L
NPS Breakdown
8.6 avg
Promoters (9–10)14 clients
Passives (7–8)7 clients
Detractors (0–6)3 clients
NPS Score = 58 − 13 = +45 (Industry avg: +32)
Upsell Opportunities
Rs 2.8L potential
Ananya Kumar
Solo → Agency upgrade · Rs 700/mo uplift
Rajiv Shah
Add invoicing module · Rs 299/mo uplift
Sunita Trivedi
Add white-label domain · Rs 499/mo uplift
At-Risk Clients
3 clients
Vikram Gupta
Health: 38 · No login for 18 days · 1 invoice overdue
Meera Pillai
Health: 62 · 2 approvals pending 7+ days
Deepak Rao
Health: 54 · NPS: 5 · Renewal in 14 days
All Active Clients
Export →
ClientPlanHealthNPSMRRRenewalStatus
Ananya Kumar
PixelKraft Studio
Agency929.2Rs 1,299Jun 30Healthy
Rajiv Shah
RS Consulting
Solo868.8Rs 599Jul 05Healthy
Meera Pillai
Meera Creative
Solo627.1Rs 599Jul 12At Risk
Vikram Gupta
Gupta Associates
Agency384.2Rs 1,299Jul 08Critical
Sunita Trivedi
Trivedi Digital
Agency788.0Rs 1,299Aug 01Good