WORKBOOKEXECUTIVE BOARD PACK
BUILDER
createWorkbook()SHEETS
2OOXML PARTS
6 filesFEATURES
8DATASET
smallA board-facing workbook that turns typed portfolio data into executive summaries, watchlists, and regional rollups from one schema layer.
schema.ts
Board OverviewA1:O23, frozen at C4
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Portfolio Snapshot
Commercial
Adoption
Renewal
Account
Region
Sector
CSM
Current ARR
Expansion
Expansion Value
Projected ARR
NRR
Seats
Activated
Seat Utilization
Health
Renewal Date
Executive Note
Northstar Payments
AMER
Fintech
Eliezer Reichert
$764,759
15%
$114,714
$879,473
103%
1436
947
65.9%
65
2026-02-21
Risk is manageable if onboarding debt is reduced before procurement review.
Bluebird Health
EMEA
Retail
Kathy Conn
$509,118
24%
$122,188
$631,306
108%
568
489
86.1%
80
2026-03-20
Operational adoption is strong and the account is positioned for expansion.
Delta Retail Group
APAC
Healthcare
Scottie Lind Sr.
$1,121,839
5%
$56,092
$1,177,931
112%
1858
1469
79.1%
92
2026-04-10
Healthy usage trend, but commercial alignment still needs work before renewal.
Cinder Labs
AMER
Healthcare
Anastacio Mayer
$905,243
14%
$126,734
$1,031,977
97%
712
638
89.6%
60
2026-05-11
Healthy usage trend, but commercial alignment still needs work before renewal.
Atlas Commerce
EMEA
Healthcare
Mr. Broderick Nienow
$1,089,829
17%
$185,271
$1,275,100
105%
2110
1724
81.7%
83
2026-06-11
Operational adoption is strong and the account is positioned for expansion.
Meridian Bio
APAC
Manufacturing
Jared Doyle-Gusikowski
$776,661
4%
$31,066
$807,727
118%
1753
1196
68.2%
61
2026-07-18
Operational adoption is strong and the account is positioned for expansion.
Portfolio total
$5,167,449
$636,065
$5,803,514
Portfolio average
$861,242
$106,011
$967,252
107%
73.5
Portfolio max
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Executive Watchlist
Commercial
Adoption
Renewal
Account
Region
CSM
Current ARR
Projected ARR
NRR
Health
Renewal Date
Executive Note
Northstar Payments
AMER
Eliezer Reichert
$764,759
$879,473
103%
65
2026-02-21
Risk is manageable if onboarding debt is reduced before procurement review.
Cinder Labs
AMER
Anastacio Mayer
$905,243
$1,031,977
97%
60
2026-05-11
Healthy usage trend, but commercial alignment still needs work before renewal.
Meridian Bio
APAC
Jared Doyle-Gusikowski
$776,661
$807,727
118%
61
2026-07-18
Operational adoption is strong and the account is positioned for expansion.
Portfolio total
$2,446,663
$2,719,177
Portfolio average
$815,554
$906,392
106%
62
Portfolio max
65
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