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    Lab

    No. 05

    CatalogCommand dashboards · Fintech

    Revenue waterfall + plan mix

    This waterfall keeps financial arithmetic transparent while explaining changes in plan mix.

    05Revenue waterfall + plan mixInteractive

    MRR bridge

    Q3: starting $4.20M, ending $4.56M
    MRR bridge for Q3
    StageAmount
    Starting$4.20M
    New+$380K
    Expansion+$210K
    Contraction-$90K
    Churn-$140K
    Ending$4.56M

    Let’s build something people can trust.

    Accolade / PlushCarePatient billing$4.5MAccolade / PlushCareConversational booking1stAccolade / PlushCareWeight management60%Integris Software (acq. by OneTrust)Data privacyAcquiredClarium HealthHospital supply chain5MedScout (interview exercise)Sales activity tracking4HealthSherpa (interview exercise)Fintech integrations30+Rivian (through Allytics)Vehicle insurance3