4,820Active customers+186 this quarter
KG
Kareem GravesKnashi Team
CUSTOMER COMMANDGrow every relationship.
Grow every relationship.
Earn the next chapter.
See customer health, retention, expansion potential, and the moments that matter across every account.
4,820customer relationships
CACAVA94 health
NANando's92 health
SUSunbelt91 health
FRFresh Market84 health
DADave's78 health
COCoastal69 health
91.2%Gross retention+3.4 points
$428KExpansion potentialAcross 38 accounts
86At-risk accounts12 need action
CUSTOMER HEALTH
This quarter Portfolio strength at a glance
87Health score
24 customers improved after a proactive check-in this month.
LIFECYCLE FLOW
Customers moving forward
1Onboard318 accounts+42
2Adopt1260 accounts+86
3Grow2140 accounts+124
4Advocate1102 accounts+38
Growth stage leads the portfolio44% of customers are ready for cross-sell or location expansion.
ACCOUNT DIRECTORY
Customers that need your attention
CustomerHealthRevenueGrowthOwnerStatus
CAVAStrategic · Washington, DC
94
$184K+26%MCMaya Chen
ThrivingSunbelt BeverageDistributor · Dallas, TX
91
$146K+18%KGKareem Graves
ThrivingFresh MarketRetail · Atlanta, GA
84
$98K+12%NTNoah Thompson
HealthyDave's Hot ChickenGrowth · Pasadena, CA
78
$76K+31%MCMaya Chen
WatchCoastal FoodserviceDistributor · Miami, FL
69
$64K+7%PSPriya Shah
At riskRETENTION COHORTS
Loyalty compounds over time
CohortM0M1M2M3M4M5
Q1 '26100%96%93%91%89%87%
Q2 '26100%97%94%92%90%—
Q3 '26100%95%92%89%——
Q4 '26100%96%91%———
EXPANSION SIGNALS
Growth hiding in the base
$428Kidentified potential
38 accountsCAVA62 eligible locations
$146K96Sunbelt Beverage3 open territories
$118K91Fresh MarketSeasonal reset
$84K86CUSTOMER VOICE
What customers are telling us
4.7out of 5
Excellent sentimentFrom 386 verified responses
“Knashi helps us tell a better beverage story—and the customer response proves it.”
SUCCESS PLAN
This week’s customer priorities
Sunbelt pilot decisionShare unit economics before 1:00 PM
CAVA expansion reviewConfirm Southeast rollout locations
Fresh Market business reviewPresent seasonal reset recommendations
Coastal recovery planResolve service-level risk
RELATIONSHIP PULSE
Coverage across key accounts
82%decision-makers covered
12 strategic accountsneed an executive sponsor.