AUROCH PARTNERS
PORTFOLIO Overview
DURAWOOD
Executive
CEO Review At a Glance Revenue & Growth Pipeline & Conversion Margins & Operations Customers Market Signals
HEADWATER Content Review Prospecting
Data: Apr 27, 2026
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Pipeline & Conversion

Will we keep growing?

CEO Review At a Glance Revenue & Growth Pipeline & Conversion Margins & Operations Customers Market Signals
Quote Pipeline & Conversion
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Monthly Conversion Rate
Quote Volume by Zone (Yearly)
Conversion Rate by Zone (Yearly)

NJ quotes dropped 61% (6,418 → 2,503). Philadelphia down 29%. MD-DE nearly doubled.

Sales Rep Performance
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Revenue by Rep — Yearly

Don Heister leads with $2.15M across 16 customers.

House Account portfolio decline ($1.52M → $436K) is customer-driven (Upscale deactivations, Curtis exit), not rep performance.

Customer Health Table
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82 accounts dropped 20%+ YoY, representing $3,427,553 in at-risk revenue. Top risk: Upscale ($492,349 decline).

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Churn Analysis — 2025
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Net customer count -7 (171 → 164). Dollar churn manageable at 2.5% of revenue. New customer revenue roughly offsets losses.

Overview Executive Analytics Content