Revenue Intel
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The money

Revenue Intel

MRR, pipeline forecast, and churn risk — reviewed daily by the revenue agent, packaged for Travis weekly.

MRR
$22,450
+5.2% MoM
MRR added YTD
$4,650
6 months
Churn risk (MRR)
$6,000
2 clients flagged
Projected next 30d
$25,650
86% confidence

MRR Trend · 6 months

Monthly recurring · all contract types
🤖 AI
NovDecJanFebMarApr

New vs Lost per month

  • Nov 2025+$1,600
  • Dec 2025+$600
  • Jan 2026+$800
  • Feb 2026+$900
  • Mar 2026+$1,250
  • Apr 2026+$1,100

Revenue per client

Managed accounts ranked by MRR
  • Orlando Medical Group
    Healthcare · Managed
    $4,500
  • Lake County Dental Associates
    Healthcare · Managed
    $3,600
  • Central Florida Physical Therapy
    Healthcare · Managed
    $3,400
  • Clermont Family Law
    Legal · Managed
    $3,200
  • Ocala Industrial Supply
    Distribution · Managed
    $2,600
  • Sunshine State Roofing
    Construction · Managed
    $2,100
  • Mount Dora Real Estate Partners
    Real Estate · Managed
    $1,600
  • Winter Park Accounting
    Professional Services · Managed
    $1,450
🤖 AI

Pipeline forecast

Next 30 days MRR86% conf.
$25,650+$3,200
Next 90 days MRR71% conf.
$31,200+$8,750

Churn risk radar

  • Central Florida PT
    Renewal May 8 · proposal unsigned
    $3,400
  • Orlando Medical Group
    Active incident · ticket volume 4× baseline
    $4,500
Total exposure: $6,000/mo · 35% combined LTV impact

Recent wins

  • Diaz Capital Advisors—$2,900/movia David Rivera