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Factor Exposure Attribution

Q1 2026 โ€” Multi-strategy portfolio

VaR Breach Analysis & Stress Test

Rate shock scenario โ€” March 2026

Q4 Sales Summary

dd.MM.yyyy

$4.2MRevenue
23%Growth
12.4KUsers
SegmentRevenueChange
Enterprise$2.1M+18%
Mid-Market$1.4M+26%
SMB$0.7M+12%

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Q4 Sales Report

25 Mar 2026

Enterprise adoption surged 34% in Q1, driven by the self-serve onboarding shipped in February. Retention held at 94.2%, with collaborative teams showing the highest engagement. Mid-market and SMB segments followed a similar trajectory, though with a longer time-to-value in the first 14 days.

From Ask AI

Teams sharing 3+ notebooks per week retain at 2.4ร— the rate of solo users. The February onboarding update drove this โ€” collaborative teams onboarded 47% faster and engaged with 3.1ร— more report elements. Focus Q2 growth on collaboration features to compound the retention advantage.

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What changed since the last version?
In v3โ†’v4: retention jumped from 91.4% to 94.2%, the Q3 commentary was rewritten, and two new chart annotations were added to section 2.
What drove the retention improvement?
The notebook traces it to a cohort of 847 users who returned after the loyalty campaign launched mid-July โ€” your analysis cell on row 214 has the breakdown.
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Factor Exposure Attribution

Q1 2026 โ€” Multi-strategy portfolio

VaR Breach Analysis & Stress Test

Rate shock scenario โ€” March 2026

Q4 Sales Report

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