Sample output from the
Customer Health Matrix Builder prompt in the Sonar AI Prompt Library, run against a NetSuite test account. Every name and number here is test data.
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The libraryCustomer Health Matrix
Active customers with 2026 revenue or open A/R · x = days-to-pay behavior (log) · y = YTD revenue (log) · bubble = open A/R · color = 90-day revenue trend · generated 2026-08-09
🔥 Fire-risk — slow/no pay, low revenue
📞 Collect — big revenue, but pay is slow / A/R aging
How to read: vertical line = 30-day payment threshold; horizontal line = median YTD revenue.
💚 Love (top-left): high revenue, pays fast — protect these. 📞 Collect (top-right): valuable but payment behavior needs attention.
🌱 Grow (bottom-left): small but well-behaved — upsell candidates. 🔥 Fire (bottom-right): little/no revenue and slow or unpaid balances — candidates for terms change, collections, or offboarding.
Days-to-pay = avg (payment close date − invoice date) on invoices paid since Jan 2025. Customers with no paid history use the age of their oldest open invoice as a proxy (marked "est." in tooltips). Zero-revenue customers with open A/R are floored at $50 on the log axis. Click legend entries to toggle trend groups.