Options:
A) All active accounts owned by user
B) Specific account list (e.g., enterprise tier)
C) Accounts with revenue above threshold
D) Accounts up for renewal in next X months

SELECT accountid, name, revenue, numberofemployees, industrycode,
       createdon, ownerid, customertypecode, territoryid,
       openrevenue, openrevenue_date
FROM account
-- Note: openrevenue and openrevenue_date are rollup fields that may not exist in all orgs.
-- If absent, calculate open pipeline value by querying the opportunity table directly.
WHERE statecode = 0
AND ownerid = '[current_user_id]'  -- or specific criteria
ORDER BY revenue DESC

SELECT activityid, activitytypecode, createdon, statecode
FROM activitypointer
WHERE regardingobjectid = '[accountid]'
AND createdon > '2025-09-01'
ORDER BY createdon DESC

For each account:
- Total activities (last 6 months)
- Activities per month trend
- Activity types breakdown
- Days since last activity
- Comparison to account's historical average

SELECT incidentid, title, createdon, prioritycode, severitycode, 
       statecode, statuscode, caseorigincode, customersatisfactioncode, 
       msdyn_casesentiment, escalatedon
FROM incident
WHERE customerid = '[accountid]'
AND createdon > '2025-09-01'
ORDER BY createdon DESC

For each account:
- Total cases (last 6 months)
- Cases per month trend
- Case severity distribution
- Average resolution time
- Escalation count
- Customer satisfaction scores (if available)
- Sentiment analysis (msdyn_casesentiment)

SELECT opportunityid, name, estimatedvalue, actualvalue,
       statecode, statuscode, createdon, actualclosedate,
       salesstage, msdyn_forecastcategory
FROM opportunity
WHERE accountid = '[accountid]'
AND createdon > '2024-03-01'
ORDER BY createdon DESC

For each account:
- New opportunities (last 6 months vs prior 6 months)
- Win rate trend
- Average deal size trend
- Pipeline coverage
- Time since last won deal
- Lost opportunities (recent)

SELECT c.contactid, c.fullname, c.jobtitle, c.accountrolecode
FROM contact c
WHERE c.accountid IN ([target account ids])
AND c.statecode = 0

SELECT a.regardingobjectid, COUNT(*) as activity_count,
       MAX(a.createdon) as last_activity
FROM activitypointer a
JOIN contact c ON a.regardingobjectid = c.contactid
WHERE c.accountid IN ([target account ids])
AND a.createdon >= '[6_months_ago]'
GROUP BY a.regardingobjectid

SELECT a.objectid, a.subject, a.notetext, a.createdon
FROM annotation a
WHERE a.objecttypecode = 'account'
AND a.objectid IN ([target account ids])
AND a.createdon >= '[6_months_ago]'
ORDER BY a.createdon DESC

Query opportunities or custom entities for:
- Upcoming renewal dates
- Contract end dates
- Renewal discussions (or lack thereof)

priority = risk_score * 0.5 + revenue_weight * 0.3 + renewal_urgency * 0.2

Where:
- risk_score: 0-100 from Step 3
- revenue_weight: Normalized account revenue
- renewal_urgency: Days until renewal (inverted scale)

ACCOUNT RISK EARLY WARNING REPORT
════════════════════════════════════════════════════
Generated: [Date]
Scope: [User]'s Accounts
Accounts Analyzed: [N]

════════════════════════════════════════════════════
RISK SUMMARY
════════════════════════════════════════════════════
Critical Risk (76-100):   [N] accounts  $[revenue at risk]
At Risk (51-75):          [N] accounts  $[revenue at risk]
Monitor (26-50):          [N] accounts  $[revenue at risk]
Healthy (0-25):           [N] accounts  $[revenue value]

TOTAL REVENUE AT RISK: $[sum of Critical + At Risk]

════════════════════════════════════════════════════
PRIORITY INTERVENTION LIST
════════════════════════════════════════════════════

1. 🔴 CONTOSO CORPORATION
   Risk Score: 85/100 (Critical)
   Annual Revenue: $500,000
   Renewal: 45 days
   ─────────────────────────────────────────────────
   
   WARNING SIGNALS:
   ⚠️  Activity Decline: 67% fewer touchpoints vs prior quarter
   ⚠️  Support Cases: 8 cases in 30 days (up 300% from average)
   ⚠️  Escalation: 2 escalated cases in past month
   ⚠️  Sentiment: Case sentiment trending negative (avg 7.5)
   ⚠️  Competitor: "Evaluating alternatives" mentioned in notes
   ⚠️  Contact: VP Champion hasn't responded in 45 days
   
   DETAILED ANALYSIS:
   
   Activity Trend:
   • 6 months ago: 12 activities/month
   • Current: 4 activities/month
   • Trend: ↓ 67% decline
   
   Support Cases:
   • Total (6 mo): 15 cases
   • Last 30 days: 8 cases (spike)
   • High Severity: 3 cases
   • Avg Resolution: 5.2 days (above SLA)
   
   Opportunity Status:
   • No new opportunities in 120 days
   • Last won deal: 8 months ago
   • Pipeline: $0 (no active deals)
   
   Key Contacts:
   • Sarah Chen (VP Ops) - Last contact: 45 days ago ⚠️
   • John Smith (IT Dir) - Last contact: 12 days ago ✓
   
   RECOMMENDED INTERVENTIONS:
   
   Priority 1 (Immediate):
   📞 Executive outreach from sales leadership to Sarah Chen
      • Acknowledge support issues
      • Request relationship review meeting
      • Bring solutions, not sales pitch
   
   Priority 2 (This Week):
   📋 Support case review with CS team
      • Identify root cause of case spike
      • Escalate to product/engineering if needed
      • Prepare remediation plan
   
   Priority 3 (Within 2 Weeks):
   📅 Renewal discussion meeting
      • Don't wait - engage on renewal now
      • Address concerns before they finalize decision
      • Consider retention incentives if needed

   ─────────────────────────────────────────────────

2. 🟠 FABRIKAM INDUSTRIES
   Risk Score: 62/100 (At Risk)
   Annual Revenue: $250,000
   Renewal: 90 days
   ─────────────────────────────────────────────────
   
   WARNING SIGNALS:
   ⚠️  Champion Left: Primary contact left company 30 days ago
   ⚠️  New Decision Maker: Replacement not yet engaged
   ⚠️  Activity: 45 days since meaningful engagement
   
   RECOMMENDED INTERVENTIONS:
   
   Priority 1: Identify and engage new decision maker
      • Research LinkedIn for replacement
      • Get warm intro from remaining contacts
      • Schedule introductory meeting

[Continue for additional at-risk accounts...]

Use create_record with tablename: task
{
  "subject": "⚠️ Risk Intervention: [Account Name]",
  "description": "Risk Score: [X]/100\n\nKey Warning Signals:\n- [Signal 1]\n- [Signal 2]\n\nRecommended Actions:\n1. [Action 1]\n2. [Action 2]",
  "regardingobjectid": "[accountid]",
  "scheduledend": "[today or tomorrow]",
  "prioritycode": 1 (High)
}

Use create_record with tablename: annotation
{
  "subject": "Risk Assessment - [Date]",
  "notetext": "Account flagged as [Risk Level].\n\nWarning Signals:\n[Details]\n\nIntervention Plan:\n[Actions]",
  "objectid": "[accountid]",
  "objecttypecode": "account"
}

ACCOUNT RISK SUMMARY
Critical (2): Immediate intervention required
Warning (5): Schedule check-in this week
Monitor (8): Watch for changes
Healthy (35): No action needed

CRITICAL ACCOUNTS:
1. Contoso Ltd - Risk Score: 85/100
   - 60+ days since last activity
   - 3 escalated support cases
   - Renewal in 45 days
   ACTION: Executive outreach immediately

2. Fabrikam Inc - Risk Score: 78/100
   - Activity declined 70% vs prior quarter
   - Champion contact left company
   ACTION: Re-establish relationships

NORTHWIND TRADERS - HEALTH ASSESSMENT
Overall Risk: WARNING (62/100)

ACTIVITY ANALYSIS:
- Last interaction: 28 days ago (email)
- Trend: Declining (45% fewer touchpoints vs. prior 90 days)

SUPPORT ANALYSIS:
- Open cases: 2 (1 high priority)
- Recent escalation: Yes (3 days ago)
- Sentiment: Slightly negative

OPPORTUNITY ANALYSIS:
- No new opportunities in 6 months
- Last deal: Won 8 months ago

RECOMMENDATION:
Schedule customer success call to address open cases and explore expansion opportunities.

AT-RISK RENEWALS (Next 90 Days):
1. Alpine Ski House - $150K ARR - Renews in 30 days
   Risk: High engagement drop + unresolved escalation
   
2. Tailspin Toys - $80K ARR - Renews in 60 days
   Risk: Budget freeze mentioned in recent call notes