Why your revenue at risk is lying (and how to fix it)

A number computed on top of gaps

Revenue at risk answers a simple question: how much recurring revenue is exposed if nothing is done. Computing it requires, at minimum, each account's value and its renewal deadline.

Those fields live in your CRM, and a real CRM has holes: data quality is nobody's priority as long as it costs nothing visible. Four gaps are enough to distort the number.

Cleaning by volume does not fix the number

CRM hygiene tools rank empty fields by type and count. The result: a list of several hundred rows nobody works through, where an empty cosmetic field weighs as much as a missing ARR.

This prioritization also has to avoid crying wolf: a prospect with no renewal date is not a gap, nor is a child account with no ARR of its own. Without those filters, the list turns back into noise.

How Phano makes the number reliable

Phano works with your data as it is, then makes it reliable continuously, across the whole portfolio:

• Continuous detection. Missing fields, stale values, inconsistencies between fields, likely duplicates and accounts without an owner are spotted automatically.
• Priced in euros. Every gap is ranked by the revenue it hides, not by the count of empty fields.
• Weekly digest. Every week, an email delivers the priorities: financial gaps for the Account Manager, relationship quality for the CSM, unowned accounts for managers.
• Corrections derived from reality. When your contracts hold the renewal date, or your emails, meetings and calls date the last contact, Phano fills in the information internally.
• Duplicates validated by hand. Likely pairs are submitted to a validation queue: you confirm, keep separate or dismiss. No automatic merge, and every decision is audited.
• Available everywhere. Gaps are also exposed through the REST API and MCP, for your own tools and agents.

Without ever rewriting your CRM

The classic fear with cleanup tools: an automatic merge that destroys years of history. Phano takes the opposite stance: your existing data is never rewritten, corrections stay internal or go through your explicit validation.

Each CSM only sees and validates their own accounts, and every decision is traced. The full posture is detailed on the Security page.

Where to start

The free trial lasts 30 days, no credit card. Connect your CRM via OAuth: nothing to clean up first, the first diagnostic arrives the same day.

The first digest then tells you where the costly gaps are, and how much they hide. If there are none, even better: you finally know it for certain.

Frequently asked questions