2025
Portfolio Geo Analytics
A cutting-edge analytics product inspired by power of location intelligence and predictive modeling. Portfolio Geo Analytics merges immersive design with real-time insights, empowering sales teams to anticipate churn and drive proactive retention
Know More
Inspired by the synergy of spatial intelligence and predictive analytics, this project reimagines how businesses visualize risk - balancing sleek, immersive visuals with AI-driven insights to predict and prevent customer churn.®
Leading the Future of Portfolio Analytics
Inspired by the interconnected rhythms of modern cities, this platform blends interactive design with predictive modeling to unlock insights hidden within location data. The goal was to create a seamless experience that empowers teams to visualize their portfolio, predict churn, and act before customers are lost. Using key indicators such as NPS, down units, mean time between callbacks, and callback frequency, the platform forecasts cancellation risks and much more in real time - allowing sales teams to prioritize visits, optimize routes, and drive retention with precision. From immersive geo-layers to AI-driven alerts, Portfolio Geo Analytics transforms complex data into actionable stories.
Problem
Balancing geographic precision with operational efficiency required innovative thinking and a deep understanding of both sales strategy and customer retention. Our goal was to create a platform that not only visualizes risk but empowers teams to act before customers are lost.
In today’s competitive service industry, retaining high-value customers is more critical than ever. Post-pandemic challenges and limited new construction acquisitions made it essential to prevent cancellations. Yet, sales reps, district managers and HQ faced key obstacles:
Limited Geographic Visibility: Identifying at-risk customers and evaluating service routes was time-consuming and inefficient.
Complex Portfolio Data: Metrics like NPS, down cars, and callback frequency were scattered across systems, making it difficult to identify churn patterns.
Missed Retention Opportunities: Without predictive insights, sales teams often prioritized visits based on proximity rather than profitability, risking the loss of high-value accounts.
The challenge was clear: create a platform that combines geo-analytics, AI-driven churn prediction, and actionable insights to help teams prevent cancellations, optimize routes, and maximize revenue retention.
Solution
Portfolio Geo Analytics is the breakthrough solution that unites real-time geographic visualization with AI-driven churn prediction to create actionable insights for every role:
- For Sales Representatives:
Interactive Mapping: Identify at-risk customers at a glance using an intuitive geo-location dashboard.
Slice-and-Dice Data: Prioritize visits with dynamic filters based on contract expiration, service issues, and key performance metrics.
Mobile-Ready Navigation: Plan efficient routes and schedule in-person meetings—integrated with Google Maps for turn-by-turn directions.
- For General Managers:
Regional Overviews: Visualize service performance across territories to identify hotspots of cancellation risk.
Resource Optimization: Allocate manpower and plan targeted retention efforts based on predictive insights.
- For Headquarters Executives:
Strategic Analytics: Aggregate data company-wide to benchmark performance, uncover trends, and develop policies that drive retention.
Impactful Decision-Making: Leverage multi-dimensional analytics to secure a proactive stance against churn, resulting in a 40% reduction in cancellations and multi-million-dollar retention.
Concept
Concept
Portfolio Geo Analytics isn’t just another tool - it’s a strategic evolution in how we manage service contracts and customer relationships.
Portfolio Geo Analytics is more than just a data product - it’s a strategic tool designed to help sales teams retain high-value customers and optimize service routes. By visualizing churn risks on an interactive map, teams can prioritize visits based on profitability, distance, and cancellation risk. The platform’s intuitive design ensures that even non-technical users can quickly identify retention opportunities, while real-time alerts keep teams informed of emerging risks.
Enhanced Mobility: Sales reps access the platform on the go, seamlessly integrating with navigation tools to cover high-priority areas efficiently.
Collaborative Engagement: General Managers and HQ executives harness comprehensive dashboards to drive cross-functional strategies that keep portfolios healthy and growing.
Unified Customer Stories: Every visit is backed by detailed customer histories and real-time performance data, enabling personalized, impactful engagements that turn insights into action.
With predictive insights, interactive geo-layers, and one-click navigation, Portfolio Geo Analytics transforms complex data into actionable stories—empowering sales teams to reduce cancellations by 40%, secure millions in revenue retention, and drive long-term portfolio growth.
More Works
More Works
FAQ
FAQ
01
What's your approach to turning complex business challenges into actionable solutions?
02
How do you balance innovation with practical implementation?
03
How do you ensure cross-functional alignment in large-scale projects?
04
What's your strategy for driving data-informed decision making?
05
How do you approach change management in global teams?
06
How do you measure and communicate the impact of your initiatives?
07
How do you balance technical solutions with business needs?
08
What's your philosophy on continuous improvement and learning?
01
What's your approach to turning complex business challenges into actionable solutions?
02
How do you balance innovation with practical implementation?
03
How do you ensure cross-functional alignment in large-scale projects?
04
What's your strategy for driving data-informed decision making?
05
How do you approach change management in global teams?
06
How do you measure and communicate the impact of your initiatives?
07
How do you balance technical solutions with business needs?
08
What's your philosophy on continuous improvement and learning?
2025
Portfolio Geo Analytics
A cutting-edge analytics product inspired by power of location intelligence and predictive modeling. Portfolio Geo Analytics merges immersive design with real-time insights, empowering sales teams to anticipate churn and drive proactive retention
Know More
Inspired by the synergy of spatial intelligence and predictive analytics, this project reimagines how businesses visualize risk - balancing sleek, immersive visuals with AI-driven insights to predict and prevent customer churn.®
Leading the Future of Portfolio Analytics
Inspired by the interconnected rhythms of modern cities, this platform blends interactive design with predictive modeling to unlock insights hidden within location data. The goal was to create a seamless experience that empowers teams to visualize their portfolio, predict churn, and act before customers are lost. Using key indicators such as NPS, down units, mean time between callbacks, and callback frequency, the platform forecasts cancellation risks and much more in real time - allowing sales teams to prioritize visits, optimize routes, and drive retention with precision. From immersive geo-layers to AI-driven alerts, Portfolio Geo Analytics transforms complex data into actionable stories.
Problem
Balancing geographic precision with operational efficiency required innovative thinking and a deep understanding of both sales strategy and customer retention. Our goal was to create a platform that not only visualizes risk but empowers teams to act before customers are lost.
In today’s competitive service industry, retaining high-value customers is more critical than ever. Post-pandemic challenges and limited new construction acquisitions made it essential to prevent cancellations. Yet, sales reps, district managers and HQ faced key obstacles:
Limited Geographic Visibility: Identifying at-risk customers and evaluating service routes was time-consuming and inefficient.
Complex Portfolio Data: Metrics like NPS, down cars, and callback frequency were scattered across systems, making it difficult to identify churn patterns.
Missed Retention Opportunities: Without predictive insights, sales teams often prioritized visits based on proximity rather than profitability, risking the loss of high-value accounts.
The challenge was clear: create a platform that combines geo-analytics, AI-driven churn prediction, and actionable insights to help teams prevent cancellations, optimize routes, and maximize revenue retention.
Solution
Portfolio Geo Analytics is the breakthrough solution that unites real-time geographic visualization with AI-driven churn prediction to create actionable insights for every role:
- For Sales Representatives:
Interactive Mapping: Identify at-risk customers at a glance using an intuitive geo-location dashboard.
Slice-and-Dice Data: Prioritize visits with dynamic filters based on contract expiration, service issues, and key performance metrics.
Mobile-Ready Navigation: Plan efficient routes and schedule in-person meetings—integrated with Google Maps for turn-by-turn directions.
- For General Managers:
Regional Overviews: Visualize service performance across territories to identify hotspots of cancellation risk.
Resource Optimization: Allocate manpower and plan targeted retention efforts based on predictive insights.
- For Headquarters Executives:
Strategic Analytics: Aggregate data company-wide to benchmark performance, uncover trends, and develop policies that drive retention.
Impactful Decision-Making: Leverage multi-dimensional analytics to secure a proactive stance against churn, resulting in a 40% reduction in cancellations and multi-million-dollar retention.
Concept
Portfolio Geo Analytics isn’t just another tool - it’s a strategic evolution in how we manage service contracts and customer relationships.
Portfolio Geo Analytics is more than just a data product - it’s a strategic tool designed to help sales teams retain high-value customers and optimize service routes. By visualizing churn risks on an interactive map, teams can prioritize visits based on profitability, distance, and cancellation risk. The platform’s intuitive design ensures that even non-technical users can quickly identify retention opportunities, while real-time alerts keep teams informed of emerging risks.
Enhanced Mobility: Sales reps access the platform on the go, seamlessly integrating with navigation tools to cover high-priority areas efficiently.
Collaborative Engagement: General Managers and HQ executives harness comprehensive dashboards to drive cross-functional strategies that keep portfolios healthy and growing.
Unified Customer Stories: Every visit is backed by detailed customer histories and real-time performance data, enabling personalized, impactful engagements that turn insights into action.
With predictive insights, interactive geo-layers, and one-click navigation, Portfolio Geo Analytics transforms complex data into actionable stories—empowering sales teams to reduce cancellations by 40%, secure millions in revenue retention, and drive long-term portfolio growth.
More Works
FAQ
01
What's your approach to turning complex business challenges into actionable solutions?
02
How do you balance innovation with practical implementation?
03
How do you ensure cross-functional alignment in large-scale projects?
04
What's your strategy for driving data-informed decision making?
05
How do you approach change management in global teams?
06
How do you measure and communicate the impact of your initiatives?
07
How do you balance technical solutions with business needs?
08
What's your philosophy on continuous improvement and learning?
2025
Portfolio Geo Analytics
A cutting-edge analytics product inspired by power of location intelligence and predictive modeling. Portfolio Geo Analytics merges immersive design with real-time insights, empowering sales teams to anticipate churn and drive proactive retention
Know More
Inspired by the synergy of spatial intelligence and predictive analytics, this project reimagines how businesses visualize risk - balancing sleek, immersive visuals with AI-driven insights to predict and prevent customer churn.®
Leading the Future of Portfolio Analytics
Inspired by the interconnected rhythms of modern cities, this platform blends interactive design with predictive modeling to unlock insights hidden within location data. The goal was to create a seamless experience that empowers teams to visualize their portfolio, predict churn, and act before customers are lost. Using key indicators such as NPS, down units, mean time between callbacks, and callback frequency, the platform forecasts cancellation risks and much more in real time - allowing sales teams to prioritize visits, optimize routes, and drive retention with precision. From immersive geo-layers to AI-driven alerts, Portfolio Geo Analytics transforms complex data into actionable stories.
Problem
Balancing geographic precision with operational efficiency required innovative thinking and a deep understanding of both sales strategy and customer retention. Our goal was to create a platform that not only visualizes risk but empowers teams to act before customers are lost.
In today’s competitive service industry, retaining high-value customers is more critical than ever. Post-pandemic challenges and limited new construction acquisitions made it essential to prevent cancellations. Yet, sales reps, district managers and HQ faced key obstacles:
Limited Geographic Visibility: Identifying at-risk customers and evaluating service routes was time-consuming and inefficient.
Complex Portfolio Data: Metrics like NPS, down cars, and callback frequency were scattered across systems, making it difficult to identify churn patterns.
Missed Retention Opportunities: Without predictive insights, sales teams often prioritized visits based on proximity rather than profitability, risking the loss of high-value accounts.
The challenge was clear: create a platform that combines geo-analytics, AI-driven churn prediction, and actionable insights to help teams prevent cancellations, optimize routes, and maximize revenue retention.
Solution
Portfolio Geo Analytics is the breakthrough solution that unites real-time geographic visualization with AI-driven churn prediction to create actionable insights for every role:
- For Sales Representatives:
Interactive Mapping: Identify at-risk customers at a glance using an intuitive geo-location dashboard.
Slice-and-Dice Data: Prioritize visits with dynamic filters based on contract expiration, service issues, and key performance metrics.
Mobile-Ready Navigation: Plan efficient routes and schedule in-person meetings—integrated with Google Maps for turn-by-turn directions.
- For General Managers:
Regional Overviews: Visualize service performance across territories to identify hotspots of cancellation risk.
Resource Optimization: Allocate manpower and plan targeted retention efforts based on predictive insights.
- For Headquarters Executives:
Strategic Analytics: Aggregate data company-wide to benchmark performance, uncover trends, and develop policies that drive retention.
Impactful Decision-Making: Leverage multi-dimensional analytics to secure a proactive stance against churn, resulting in a 40% reduction in cancellations and multi-million-dollar retention.
Concept
Portfolio Geo Analytics isn’t just another tool - it’s a strategic evolution in how we manage service contracts and customer relationships.
Portfolio Geo Analytics is more than just a data product - it’s a strategic tool designed to help sales teams retain high-value customers and optimize service routes. By visualizing churn risks on an interactive map, teams can prioritize visits based on profitability, distance, and cancellation risk. The platform’s intuitive design ensures that even non-technical users can quickly identify retention opportunities, while real-time alerts keep teams informed of emerging risks.
Enhanced Mobility: Sales reps access the platform on the go, seamlessly integrating with navigation tools to cover high-priority areas efficiently.
Collaborative Engagement: General Managers and HQ executives harness comprehensive dashboards to drive cross-functional strategies that keep portfolios healthy and growing.
Unified Customer Stories: Every visit is backed by detailed customer histories and real-time performance data, enabling personalized, impactful engagements that turn insights into action.
With predictive insights, interactive geo-layers, and one-click navigation, Portfolio Geo Analytics transforms complex data into actionable stories—empowering sales teams to reduce cancellations by 40%, secure millions in revenue retention, and drive long-term portfolio growth.
More Works
FAQ
What's your approach to turning complex business challenges into actionable solutions?
How do you balance innovation with practical implementation?
How do you ensure cross-functional alignment in large-scale projects?
What's your strategy for driving data-informed decision making?
How do you approach change management in global teams?
How do you measure and communicate the impact of your initiatives?
How do you balance technical solutions with business needs?
What's your philosophy on continuous improvement and learning?