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CASE 02 / NORTH STAR
CUSTOMER-RISK ANALYSIS · EXCEL

Five accounts.
$2.358M exposed.

I brought account, adoption, interaction, support, and follow-up data into one leadership review queue. The goal was simple: show what needs action now and what still needs to be checked.

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Full high-risk set22 accounts · $4.149M ARR
Leadership subset5 highest-ARR high-risk accounts · $2.358M
OutputLeadership brief + traceable workbook
LEADERSHIP ATTENTION QUEUE

The table below is a five-account review subset—not the whole high-risk portfolio. It contains the highest-ARR accounts currently labeled High risk.

ACCOUNTARRADOPTION ΔOPEN / ESC.REVIEW
Cedar Industries$628K−2.1 pts4Act now
Silver Industries$586K−3.5 pts5Act now
Aspen Industries$437K+4.6 pts0Validate
Bright Systems$396K−3.9 pts1Review
Atlas Health$311K−2.4 pts2Review
VERIFIED FIVE-ACCOUNT SUBSET$2.358M

Adoption Δ is the latest month-over-month change in adoption rate, shown in percentage points. “Open / Esc.” counts cases whose current status is Open or Escalated.

HOW THE TOTAL RECONCILES

$628K + $586K + $437K + $396K + $311K = $2.358M

WHY OTHER WORKBOOK TOTALS ARE LARGER

The workbook’s $4.149M figure covers all 22 High-risk accounts. The queue above intentionally narrows that population to five accounts for leadership review.

INSIDE THE WORKBOOK

The leadership brief in Excel.

The opening sheet brings the verified totals, five-account queue, decision notes, unknowns, and source records into one review page.

North Star Excel leadership brief showing verified risk totals, an account attention queue, and source notes
Actual workbook view · Select the image to inspect it at full size.
HOW I BUILT THE REVIEW

Every summary number can be checked.

North Star is a working 12-sheet Excel file, not a set of screenshots. I kept the source data, definitions, calculations, and leadership summary separate so each final number can be checked.

DATA

60 accounts linked by Account ID to 720 monthly metric rows, 738 interactions, 470 support cases, and 120 actions.

EXCEL

COUNTIF and SUMIF calculate the high-risk count, at-risk ARR, escalated cases, and overdue actions.

MEASURES

The KPI dictionary documents suggested DAX for ARR, weighted forecast, adoption, case status, action completion, and evidence coverage.

CHECK

The five-account queue totals $2.358M; the full 22-account High-risk population totals $4.149M.

DOWNLOADABLE ARTIFACT

The workbook includes the leadership brief, source tables, metric definitions, and reconciliation notes.

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Self-directed portfolio analysis using synthetic B2B SaaS data. The figures demonstrate the method; they are not client results.