Renewal Manager Cockpit Health Forecast Save plays Portfolio Setup

Save plays library

Every retention play the worker recommended across your book, and which kinds of play actually resolve to a renewal. Read-only — the worker proposes, you approve from the account.

Export CSV

Which plays actually save

trailing 90 days

No resolved outcomes yet

Once dispatched save plays start resolving to a renewal or a churn, this table breaks the outcomes down by the kind of play that shipped.

Recommendations library

$364,000 ARR in play

Play All Discount offer 1 Feature unlock 1 Exec sponsor intro 2 CSM check-in 2 Downgrade to pause 1 Annual prepay swap 1

Lift High lift Medium lift Low lift All

cus_acme_robotics HIGH Exec sponsor intro High lift

Economic-buyer NPS detractor plus a stalled renewal deal — a value-perception problem, not product failure. An exec-to-exec ROI conversation before the 2026-06-12 invoice is the move.

Anchors zendesk:ticket_4821 nps:survey_2026q2_acme

$148,000

ARR

cus_helix_cloud MED Feature unlock High lift

Seat utilization fell from 78% to 41% after a reorg. Unlock the guided-onboarding feature for the new teams to re-activate the dormant seats before the renewal conversation.

Anchors stripe:in_helix_seats slack:C04HELIX/usage

$120,000

ARR

cus_brixton_labs HIGH Exec sponsor intro High lift

API volume down 58% MoM and a CTO NPS of 4 citing UI bugs. Loop in the exec sponsor to commit a fix timeline and a roadmap review.

Anchors nps:survey_2026q2_brixton

$96,000

ARR