Customer Risk Exposure Model Template

Turn a list of red accounts into a dollar figure, a concentration picture and a plan your executives can act on.

"We have twelve red accounts" means nothing to a CFO. A dollar figure for the revenue at risk, and how much of it renews in the next six months, gets a meeting on the calendar. This model puts a probability of loss on every account and does the math for you.

List your whole book, pick a risk level for each account and mark which of 10 risk drivers apply. Probabilities come from a table you set from your own renewal history, and overrides need a reason. Expected loss rolls up by risk level, driver, segment and renewal timing. High and Critical accounts get an intervention plan with a play, an owner, an executive and a next step, and any at-risk account with no plan stands out. The Concentration tab shows how much of your ARR sits in your top accounts, flags any single account above your threshold, and runs scenarios for what happens if your largest at-risk accounts leave.

What's included

• Customer Risk Exposure Model template in Excel, plus a make-a-copy link for Google Sheets

• 5 tabs: start here, assumptions, accounts, exposure summary and concentration

• Expected loss for every account, with 10 risk drivers you can rename

• Intervention plans, a top 25 concentration list and loss scenarios

• A step-by-step PDF guide with made-up examples, a 60-minute monthly risk review agenda and the mistakes to avoid

• A Steal This risk exposure readiness check

Who it's for

CS leaders, CROs and finance partners who report revenue risk to executives or a board.

How it works

Digital download. Your files are ready right after checkout. Open the Excel file, or use the link included with your download to make your own copy in Google Sheets. No physical item will be shipped.

Bundle and save

This template is part of the Renewal and Retention Bundle: 10 templates for $99, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.