Maya Chen
Owner view
Account 360
Complete view of all client accounts with health scoring, revenue tracking, and relationship management.
Total MRR
$87,000
Across all active accounts
At-Risk Accounts
1
Need immediate attention
Avg. Margin
42%
Portfolio gross margin
Open Approvals
15
Pending client reviews
4 of 4 accounts
Fintech
MRR
$32,000
Health
86
Margin
49%
Renewal
Sep 1
Beauty and wellness
MRR
$24,500
Health
92
Margin
58%
Renewal
Jul 31
Manufacturing
MRR
$18,000
Health
74
Margin
36%
Renewal
May 15
Real estate
MRR
$12,500
Health
61
Margin
24%
Renewal
Apr 30
Solace Skincare
Luma Finance
Apex Industrial
Fieldstone Properties
Luma Finance
Strategy
Solace Skincare
Paid ads
Apex Industrial
Web design
Fieldstone Properties
Social media
Fieldstone Properties
Daniel Mokoena
Apex Industrial
Daniel Mokoena
Solace Skincare
Daniel Mokoena
Luma Finance
Maya Chen