People & operations
Quarterly Business Review One-Pager
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What’s on It
- Headline numbersThe Account
- Side-by-side comparisonAgainst Last Review
- Summary cardsNext Quarter
- Gauge against targetRenewal Confidence
- Progress barsRollout by Site
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Account Review: Vantage Retail
Quarterly business review · March 2026
The Account
Annual value
$412K
+18%
vs $349K
Active seats
1,240
+310
78% of licensed
Support CSAT
4.6
+0.4
vs 4.2
Renewal
Nov
8 months
auto-renew on
Against Last Review
Fixed
SSO rollout finished
Reporting latency down to 2s
Two escalations closed
Still Open
Warehouse module adoption at 31%
No admin trained since October
Invoice disputes twice this quarter
Next Quarter
Warehouse enablement
April
Two sessions, on site.
Second admin
May
Named and certified.
Renewal case
July
Value review with the CFO.
Renewal Confidence
Up from 61% at the last review. Warehouse adoption is the swing factor.
Rollout by Site
Distribution centers92%
Retail floor74%
Warehouse31%
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