Name: Renewal Portfolio Segmentation Engine
Author: Michael Ewing

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Michael Ewing

Segment your entire renewal portfolio by risk tier, health band, ARR size, renewal proximity, and owner -- then get a prioritized action plan for each segment from your live HubSpot data.

Renewal Portfolio Segmentation Engine

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Your portfolio sliced five ways simultaneously: risk tier (Critical through Healthy based on composite signals), ARR band (Enterprise/Mid-Market/SMB based on your deal sizes), renewal proximity (0-30/30-60/60-90/90+ days), owner distribution, and engagement recency. See concentrations and gaps instantly.

Multi-Dimensional Segmentation

A matrix showing where revenue concentrates across risk and time dimensions. Immediately spot danger zones: "$420K in Critical risk renewing in the next 30 days" jumps off the page. Built for the board slide and the Monday standup.

Revenue-at-Risk Heatmap

See each CSM's book segmented by risk. Identify overloaded reps (too many Critical accounts), underutilized capacity, and coverage gaps. "Sarah has 8 Critical accounts worth $1.2M. Mike has 2 worth $180K. Rebalance recommended."

Owner Coverage Analysis

Not just segments — each segment gets a specific action plan. Critical/0-30 days: "These 4 accounts need executive intervention this week." Healthy/90+ days: "Low-touch check-in sequence, consider expansion conversations." Actions reference real account data.

Segment-Level Action Plans

Accounts moving between segments since last run. "3 accounts moved from Medium to Critical this week: Acme Corp (engagement dropped), Beta Inc (stakeholder departed), Gamma Ltd (stage stalled)." Early warning before problems become emergencies.

Renewal Portfolio Segmentation Engine

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