Good morning, Margaret
Your client base outlook
What your clients are worth, where value is at risk, and the decisions that move it.
Today · Decisions waiting
46
Today · Storm clients
10
Today · Open receivables
$604K
Today · Fees, last 12 mo
$9.9M
Known client value
$18.3M
What this means
- Means:
- Margin already earned from every client, from collected fees.
- Matters:
- This is banked. It shows which relationships built the firm.
- Consider:
- Compare to expected value below to see who is still growing.
Expected future value
$11.1M
What this means
- Means:
- Modeled margin each client is likely to produce from here, given how likely they are to stay.
- Matters:
- It is the firm's client equity — the value leadership can grow or lose.
- Consider:
- Shown separately from known value, never added together, until the backtest passes.
Realization
90%
What this means
- Means:
- Share of billed fees actually collected.
- Matters:
- Each point is about $99K a year.
- Consider:
- Open Billing & cash to see where write-downs concentrate.
Next best decisions
All 46- $1.4M
Partner call with Maple & Main Co.
Paying in 88 days on average. $1.4M of modeled future value is exposed.
- $828K
Partner call with Tidewater Ports
Paying in 94 days on average. $828K of modeled future value is exposed.
- $783K
Partner call with Quarry Construction
Fees softening, -13% year on year. $783K of modeled future value is exposed.
- $701K
Partner call with Novaline Chemicals
Fees softening, -34% year on year. $701K of modeled future value is exposed.
- $577K
Partner call with Brightpath Education
Fees softening, -19% year on year. $577K of modeled future value is exposed.
Fees by year
Last 12 months down 23% on the prior year
Segments
Most valuable relationships
Maple & Main Co.
CloudsPaying in 88 days on average$1.4M expected · Stage 1
Larkspur Fashion
ClearFees up 100%, paying on time$1.1M expected · Stage 1
Tidewater Ports
CloudsPaying in 94 days on average$828K expected · Stage 1
Vantage Retail
FairSteady work and payment$807K expected · Stage 1
Quarry Construction
CloudsFees softening, -13% year on year$783K expected · Stage 1
Novaline Chemicals
CloudsFees softening, -34% year on year$701K expected · Stage 1
Why this is different. A CRM records who you know. Tessera measures what each relationship is worth and will produce — computed straight from your billing data, no CRM required.