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Customer Intelligence Hub

Complete customer analytics - relationships, financials, projects & insights

ExxonMobil

Active

Oil and Gas Middle East

Projects

Contracts

$4,284K

Revenue

Shell

Active

Oil and Gas Europe

Projects

Contracts

$6,333K

Revenue

BP

Active

Commercial Construction Middle East

Projects

Contracts

$7,400K

Revenue

Chevron

Active

Oil and Gas Asia Pacific

Projects

Contracts

$2,555K

Revenue

Duke Energy

Active

Commercial Construction Latin America

Projects

Contracts

$1,149K

Revenue

NextEra Energy

Active

Oil and Gas Latin America

Projects

Contracts

$8,940K

Revenue

Southern Company

Active

Power Generation North America

Projects

Contracts

$2,179K

Revenue

Bechtel

Active

Commercial Construction Latin America

Projects

Contracts

$6,741K

Revenue

Fluor Corporation

Active

Commercial Construction Europe

Projects

Contracts

$5,058K

Revenue

Turner Construction

Active

Civil and Infrastructure Latin America

Projects

Contracts

$9,562K

Revenue

Skanska

Active

Commercial Construction Asia Pacific

Projects

Contracts

$7,089K

Revenue

Kiewit Corporation

Active

Civil and Infrastructure Asia Pacific

Projects

Contracts

$5,603K

Revenue

PCL Construction

Active

Civil and Infrastructure North America

Projects

Contracts

$8,625K

Revenue

Customer Name

Active Enterprise

Industry Region Since 2018 Key Account

Lifetime Value

12.5% vs last year

Total Revenue

8.3% YoY

Outstanding

5.2% reduction

Profit Margin

2.1% improvement

Active Contracts

Active Projects

Satisfaction

0/5

Churn Risk

Low

Customer Health

Strong Relationship AI Executive Summary

High-value enterprise customer with strong growth trajectory. Revenue up 18% YoY with 98% retention probability. Opportunity: $4.2M expansion potential in Q1 2026 turnaround projects. Action needed: MSA renewal due Jan 31 - schedule executive meeting.

Customer Risk Matrix

Churn Risk

Low (8%)

8-year relationship

Revenue Concentration

Medium (12%)

of total revenue

Payment Behavior

Excellent

Avg 28 days DSO

Satisfaction Score

4.7/5.0

Top 10% customers

Customer Scorecard - FY25 YTD

vs Prior Year & Target

Total Revenue

$14.2M

+18% YoY

Target: $15M

Profit Margin

26.4%

+2.1pp

Target: 25%

Active Projects

+3 new

Backlog: $6.2M

Contract Value

$22.8M

+$5M

3 Active MSAs

On-Time Delivery

96%

+4pp

Target: 95%

Safety TRIR

0.0

Zero incidents

420K man-hours

ACTION REQUIRED - Customer Q1 2026

3 URGENT | 4 HIGH

Urgent - Immediate Action

URGENT Jan 15, 2026

MSA Renewal Meeting - Schedule NOW

Contract expires Jan 31. Competitor submitted bid. Need executive alignment.

Contact: Sarah Johnson, VP Procurement

$15M

At Risk

URGENT Jan 10, 2026

Submit Port Arthur Phase 2 Proposal

RFP response deadline. We're incumbent. Include 3% price reduction to match competition.

Owner: Mike Reynolds, Regional Sales

$4.2M

Opportunity

URGENT Jan 8, 2026

Resolve Invoice Dispute #INV-2025-4421

Customer disputing $180K charge. Blocking $1.2M in pending payments.

Escalate to: Finance Director

$1.4M

Blocked AR

High Priority - This Week

HIGH

Quarterly Business Review - Prepare Deck

QBR scheduled Jan 22. Include Vision 2028 digital services pitch.

Jan 20

HIGH

Upsell Digital Scaffold Tracking

Customer expressed interest in IoT sensors. Pilot proposal ready.

+$280K

HIGH

COI Renewal - Insurance Certificate

Certificate expires Jan 18. Required for ongoing work permits.

GROWTH

Cross-sell Insulation Services

Turnaround includes 45K LF insulation. Currently using competitor.

+$1.1M

Strong AI Executive Summary

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Health Score

Performance Overview

Total Budget

Actual Cost

Variance

Customer Health

Overall Health Score

Grade: A

Active

Completed

AI-Powered Insights

Risk Alerts

No alerts

Recommended Actions

No recommendations

Advanced Analytics

Key Trends

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Industry Benchmarks

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Churn Prediction

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Anomaly Detection

No anomalies detected

Actions Required for This Customer

3 ACTIONS

URGENT 5 days left

Contract Renewal Discussion Needed

MSA expires Jan 31. Schedule renewal meeting with procurement.

$2.4M

At Risk

UPSELL

Cross-Sell: Insulation Services

Customer's Q2 turnaround needs insulation. We're not bidding yet.

+$850K

Opportunity

RISK

Invoice #4521 Overdue 45 Days

Escalate to AR manager. Payment usually within 30 days.

$124K

Outstanding

Growth Potential Analysis

Current Annual Spend

$4.8M

Potential (Based on Peers)

$8.2M

Wallet Share Gap

+$3.4M

Key Insight: Similar-sized refineries spend 71% more with us. Gap areas: Insulation (-$1.2M), Coatings (-$900K), Engineering (-$1.3M)

Key Decision Makers

Sarah Chen

VP Procurement | sarah.chen@customer.com

Mike Torres

Turnaround Manager | m.torres@customer.com

Industry Context (2026 Outlook)

Refining +3.2% growth

Gulf $1.07B pipeline

Labor Tight - plan early

Materials +2.8% - lock now

Contract Portfolio

Contract Name	Type	Value	Start Date	End Date	Status	AI Insight
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Project Portfolio

Project Name	Location	Budget	Revenue	Cost	Status	AI Insight
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Lifetime Value

Total Revenue

Total Billed

Avg Margin

Financial Breakdown by Project

Project	Budget	Revenue	Cost	Profit	Margin
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Products & Services Used

Product	Category	Unit Price	Quantity	Total
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AI-Powered Recommendations

High Priority

Upsell Opportunity: Based on usage patterns, recommend premium scaffolding solutions for upcoming Q2 projects.

Medium Priority

Contract Renewal: 2 contracts expiring in 60 days. Schedule renewal discussions.

Insight

Trend Analysis: Customer spending increased 23% YoY. Strong growth trajectory.

Engagement Trend

AI Intelligence Hub GPT-4

Enterprise Analytics

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Integrations

Connect Your Platforms

Microsoft Outlook

Calendar events, emails & tasks

Microsoft Teams

Meetings & channel messages

Slack

Messages & reminders

Default Action Platforms

Schedule Events

Send Emails

Schedule Meetings

Send Alerts

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Auto-schedule follow-ups

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