See where your revenue is really going. In two weeks.
The Revenue Intelligence Diagnostic is a fixed two-week review of your own data. You find out where revenue is falling, how much is exposed and where to act first.
- 2 weeks
- Fixed scope
- Secure export
- No integration needed to start
- NDA first
- Signed before any data review
Sample report
Illustrative: synthetic data, not a client
A fictional payments business: 3,960 merchants, over 36 months. Reported attrition is 8.1%. The book lost 14.6% of its revenue.
Where the apparent $690K decline went
Real decline, $543K
- Closed accounts, $302K
- Open, not processing, $97K
- Processing less, $144K
Not a decline, $147K
- Seasonal dips that came back, $84K
- Same merchant, new merchant ID, $63K
Estimated exposure: $555K over the next 12 months
Assumes current loss rates hold in each segment. An estimate, not a prediction of what will happen.
Prioritized next steps
- Call 6 of the top 50 merchants. Their volume matches the pattern seen before past closures. $118K a year at stake
- Check 37 restaurants that have processed less for three months. Is a competitor's rate the cause? $96K a year at stake
- Review 212 open accounts that have stopped processing. $97K already lost
Needs a later phase: a rate-cut test. Past cuts went only to merchants who asked, so history cannot show whether they work.
At stake means yearly revenue on those accounts, not a predicted saving.
What you receive in two weeks. One fixed scope, on your own data.
The diagnostic shows where revenue is falling and how much is exposed. Historical data rarely proves why, or which action will work. Forecasting models, pricing tests and live alerts are a separate phase, if the findings justify one.
- Account-level revenue trends and unusual declines
- Seasonality and normal variation, where the data supports it
- Estimated revenue exposure, with clear assumptions
- Data quality findings and analytical limitations
- Prioritized questions, investigations or actions
- A recommended next phase, with scope and estimate
Who it is for.
Any business with repeat customers, whatever the sector. If you can export who paid what and when, that is where we start. If your data cannot answer the question, we tell you.
For ISOs and merchant portfolios
Your attrition report counts closed accounts. It can miss open accounts that stopped processing and merchants who process less, and it can count a merchant who changed IDs as lost. We run the diagnostic on your processor residual reports and deliver a Merchant Portfolio Diagnostic. This one-page sample uses made-up data.
Download the one-page sample (PDF)How it starts.
Start with a secure export from the systems you already use. We assess feasibility before proposing any integration. NDA signed first. Read-only access only, and we keep no copy of your data after the project.
- 1Discuss the problem.
- 2Check whether suitable data is available.
- 3Agree on a written scope before the engagement begins.