Cohort = month of first subscription invoice. % of that cohort's original customers still active in each subsequent month. Click any cell for the customer list.

Cohort = month of first subscription invoice. % of that cohort's original customers still active in each subsequent month. Click any cell for the customer list.

Every PulseIQ customer, their signup cohort, and status each month. Green = active (MRR shown) · Red = churned that month · Click a row or cell for that customer's full history.

Editable — models the classic MQL → SQL → Demo → Opportunity funnel feeding the pipeline below, plus the pipeline win-rate haircut. Forecast horizon: June-December 2026.

Forward-looking top-of-funnel model (forecast months only). MQL/SQL/Demo/Opportunity counts are informational and roughly track deals opened in the pipeline below; Closed Won, Coverage and New Revenue read directly from the pipeline.

Editable — edit any field, add or remove deals. Probability-weighted value lands in the deal's expected close month and drives the Projects revenue forecast.

Editable — baseline churn now applies only to the non-escalated base; escalated accounts are modeled separately via the save rate. Forecast horizon: June-December 2026.

Escalated accounts churn at (1 − save rate); the rest of the base churns at the baseline rate. Downgrade/upsell $ impact assumes a flat $2,000/mo tier gap between Basic and Advanced.

Editable — customer success team's flagged at-risk accounts. Churn Prob. = likelihood of churn if unresolved (informational risk score); Status tracks the save motion. Add or remove rows freely.

Editable — COGS/Opex scaling, D&A growth, interest and tax assumptions for the Jun-Dec 2026 forecast. New-logo, churn, upsell/downgrade assumptions live on the Churn Escalations tab; funnel and pipeline assumptions live on the Sales Pipeline tab.

Purple-shaded columns are forecast, computed live from the assumptions on this tab plus the Sales Pipeline and Churn Escalations tabs.