Client Portfolio
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VS
Vikram Singh
Business Manager
Client Portfolio Analytics
Data As of November 29, 2025
Client Segment
Region
Risk Level
Payment Behavior
Client Portfolio Overview
Compared to Previous Quarter
536
Total Clients
₹142.8M
Total Portfolio Value
84%
Portfolio Health Score
42
High-Risk Clients
91%
Client Retention Rate
Orders & Business Performance
Current Quarter Performance
1,248
Total Orders
12.4% vs last quarter
₹98.5M
Total Business Value
8.7% vs last quarter
₹78,845
Average Order Value
3.2% vs last quarter
2.32
Avg Orders per Client
5.1% vs last quarter
Client Portfolio Risk Alerts
Reliance Industries - ₹4.25M overdue by 45+ days
Payment pattern deteriorating | Risk of bad debt increasing
12 clients show deteriorating payment patterns
Total exposure: ₹18.7M | Requires proactive intervention
Client concentration risk increasing
Top 5 clients now represent 42% of total portfolio
Portfolio Health Score
84%
3.2% vs last quarter
Client Retention Rate
91%
2.7% vs last quarter
High-Risk Exposure
18.7%
2.1% vs last quarter
Client Concentration
42%
3.8% vs last quarter
RI
Reliance Industries
Enterprise | Various | Mumbai
₹12.8M
Total Exposure
₹4.25M
Overdue Amount
45+ days
Average Delay
72%
Payment Rate
42
Relationship Health Score
Critical - Requires immediate attention
Client Portfolio Value Trends
Monthly
Quarterly
Yearly
Client Risk Distribution
Client Segment Performance
Orders & Business Trends
Client Portfolio Insights
View Detailed AnalysisGrowth Opportunity Identified
Mid-market clients in South region show 28% higher growth potential. Consider targeted expansion.
Concentration Risk Alert
Top 5 clients represent 42% of portfolio value. Consider diversification strategy.
Order Value Correlation Found
Clients with higher order values (₹100K+) pay 22% faster on average.
Top Clients by Business Value
View All| Client | Segment | Total Orders | Business Value | Avg Order Value |
|---|---|---|---|---|
RI Reliance Industries | Enterprise | 42 | ₹12.8M | ₹3,047,619 |
TC Tata Consultancy | Enterprise | 38 | ₹9.4M | ₹2,473,684 |
IL Infosys Ltd | Enterprise | 35 | ₹8.7M | ₹2,485,714 |
GM Global Manufacturers | Mid-Market | 28 | ₹6.2M | ₹2,214,286 |
Recent Client Orders
View All| Client | Order ID | Order Value | Order Date | Status |
|---|---|---|---|---|
| Reliance Industries | #ORD-7842 | ₹425,000 | Nov 28, 2023 | Overdue |
| Tata Consultancy | #ORD-7839 | ₹318,500 | Nov 25, 2023 | Paid |
| Infosys Ltd | #ORD-7835 | ₹275,000 | Nov 22, 2023 | Paid |
| Global Manufacturers | #ORD-7828 | ₹192,000 | Nov 18, 2023 | Due Soon |