PothAnalysis complete · 37 of 412 calls in the analysis cohort
This illustrative workspace flags onboarding risk before renewal. In the sample cohort, 12 of 19 current accounts are stalled, concentrated among accounts that never connected a data source .
Accounts at risk 12 stalled of 19
| Account | Risk | Why |
|---|---|---|
| Brightquay Travel | High | Call sounds fine; usage shows 0 imports in 21 days |
| Fernwell Clinics | High | Stalled on CSV import; no data source connected |
| Copperline Freight | Elevated | Workspace permissions request still sitting in IT review |
| Veldt & Christy | Elevated | IT will not approve access until SSO is in place |
| Ostrander Media | Watch | Data connected, but nobody on their side knows the next step |
| + 7 more stalled accounts, lower risk | ||
- The riskiest account contradicts its own call. Brightquay Travel said onboarding went smoothly, but their usage shows zero imports in 21 days .
- Half of stalled accounts hit CSV import friction. Fernwell Clinics gave up when half their columns did not map and pushed the import to next sprint .
Priority: Review the missing data connection at Brightquay Travel and Fernwell Clinics before their renewal conversations. The joined sample records show that both accounts are stalled .
