Audit intermediate Works with: Any AI

Customer Concentration and Revenue Risk Review

Rubric scoring Has example

Assess dependence on few customers.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

Score how dangerously my revenue depends on a few customers. Revenue by customer for the last [PERIOD]: [CUSTOMER_REVENUE_TABLE]. Contract terms I know about: [CONTRACT_TERMS]. Business context: [BUSINESS_CONTEXT].

First compute, showing the arithmetic: share of revenue from the top 1, top 3, and top 5 customers; the largest customer's share of gross profit if I gave costs; and a concentration index if the data allows.

Then score each risk factor from 1 (low risk) to 5 (high risk), with a one-line reason and the evidence I gave:
1. Top customer share of revenue.
2. Contract length and renewal dates.
3. Switching cost for the customer.
4. Payment behavior and credit risk.
5. Customer's own financial health, if known.
6. Concentration in one industry or region.
7. My dependence on a single decision maker at the customer.

Give an overall risk rating and what happens to my cash if the top customer leaves, in a three-line scenario (leaves now, in six months, reduces by half). Finish with five actions to reduce dependence, ordered by speed of effect, and what to monitor monthly.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Concentration: top 1 customer 38% of revenue (84,000 of 221,000), top 3 = 61%, top 5 = 77%.
Risk scores (1 low, 5 high): top-customer share 5; contract renewal 4 (expires in 5 months, no auto-renewal); switching cost 3; payment behavior 2 (pays in 28 days); same-industry concentration 4.
Overall: HIGH risk.
Scenarios: if the top customer leaves now, revenue falls 38% and cash runway drops from 9 to roughly 4 months at current costs (estimate); in six months, you have time to replace about half; reduction by half costs 19% of revenue.
Actions: start a renewal conversation within 30 days; add a second customer in a different industry; offer a discounted 24-month term only if it adds notice rights; review the pipeline monthly.

• concentration
• revenue-risk