Multi Company Dashboard
Portfolio health across companies you can access
SaaS portfolio is trending mixed this quarter. 2 of 6 companies are on-track (Northwind EMEA, Peregrine Health Cloud) with net retention and ARR compounding. Halcyon DevTools is the clear at-risk story — ARR is down 15% period-over-period and gross margin has slipped below plan for three consecutive months. Northwind APAC and Meridian Commerce Cloud need coaching attention: pipeline health looks fine, but sales cycle and logo retention are drifting in the wrong direction. Aster Cloud Beta has no reporting for the period — recommend a check-in before next review.
Halcyon DevTools is the portfolio's biggest concern. ARR is off by $1.3M, gross margin has slipped 9 points, and MAUs are 27% below plan. Three of eight priorities are now off-track, including the self-serve motion. Recommend an unscheduled deep-dive; this is not a one-metric problem.
Northwind APAC is at-risk primarily because of sales cycle expansion — 58 days against a 45-day target, and trending longer for four consecutive weeks. Retention has also softened 3 points. ARR is holding but only because renewals are propping up a slowing new-business number. Suggested action: mid-quarter pipeline review with the RevOps lead.
Meridian Commerce Cloud hasn't set targets for the current period, so this read is directional only. ARR is off by $220k against last-set targets, and logo retention has slipped 4 points. The absence of an active target set is itself the flag — recommend a planning session before the next review.
Aster Cloud Beta has not recorded data in 42 days. No AI assessment can be produced without recent inputs — recommend re-engaging the operator before the next portfolio meeting.
Northwind EMEA is having its strongest quarter to date. ARR came in $110k over plan, gross retention ticked up to 94%, and new logo velocity is running 17% ahead of target. No blocking issues in the priority slate. Recommend using this company as the reference model for the APAC team's growth motion.
Peregrine Health Cloud is executing well. Active accounts are 6% over target, NPS jumped 6 points, and time-to-onboard dropped almost a full day. Every priority is on-track. The main risk here is capacity — the growth is real, but hiring hasn't been discussed in the last two check-ins.
| Company | Target | Actual | Δ | Status |
|---|---|---|---|---|
NL Northwind Labs EMEA | $4.20M | $4.31M | +$110.0k | On Track |
NA Northwind Labs APAC | $1.80M | $1.62M | $-180000 | At Risk |
HD Halcyon DevTools | $6.50M | $5.20M | $-1300000 | Off Track |
PH Peregrine Health Cloud | not tracked | |||
MC Meridian Commerce Cloud | $2.40M | $2.18M | $-220000 | At Risk |
AC Aster Cloud Beta | not tracked | |||
ARR spread across the SaaS portfolio is wide: Halcyon DevTools leads on absolute dollars but is furthest behind plan, while Northwind EMEA is smallest of the top three but the only one over plan. Median performance is roughly in-line, but the average is skewed by Halcyon's shortfall. Growth vs plan matters more than absolute size here.