Renewal Manager Cockpit Health Forecast Save plays Portfolio

cus_helix_cloud

$120000 ARR · renews 2026-07-13 · 52d to renewal

at_risk severity MED score 0.580

Factor	Weight	Current	Contribution
payment_history	0.40	0.28	0.112
usage_trend	0.30	0.72	0.216
champion_status	0.20	0.50	0.100
support_sentiment	0.10	0.45	0.045
TOTAL			0.473 (MED)

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Account health · daily diary from the merged monitor

Diary starts with the next scan

The account-health watcher writes its first entry at the next 06:00 scan. Entries appear here as they're written — verbatim, never summarized.

Timeline · unified account history

No activity yet. As the daily scan, health checks, save plays and renewals accrue, they merge here into one history — newest first.

Save play · Tier-2/3 supervised retention recommendation

expected lift: medium

usage review workshop

A reorg halved active usage on a six-figure account. A usage- review workshop re-anchors realized value with the new team before the renewal decision.

Anchors · cited evidence source_ids

mixpanel:mp_helix_seats

Evidence · cited signals the worker reasoned over

Evidence from mixpanel stripe

Mixpanel 1

mixpanel:mp_helix_seats 2026-05-17

Seat utilization fell from 78% to 41% after the Q1 reorg; 12 of 22 active seats logged 0 hours in the last 30 days.
Raw payload
```
{
  "seat_util_pct": 41
}
```

Stripe 1

stripe:in_helixRENEW 2026-05-15

Upcoming invoice $120,000 due in 52 days; auto-renew on — the largest account in the at-risk band.
Raw payload
```
{
  "amount_usd": 120000
}
```

Diary · longitudinal account memory

First scan — diary builds one paragraph per daily run starting on the next 06:00 UTC tick. After 6 months you have 180 entries; the moat is real and time-based.

Confidence

Medium-High

All three sources connected — Stripe billing, Slack channel signals, and HubSpot deal context. The worker's classification cites evidence from each source.

Stripe

connected

Slack

connected

HubSpot

connected

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