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.

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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

$64,000 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_iridium_lend LOW Downgrade to pause Low lift

One sub-team paused its rollout this quarter. Rather than risk a full cancel, offer a temporary downgrade-to-pause on the unused seats to keep the logo and the data warm.

Anchors slack:C04IRIDIUM/pause

$36,000

ARR

cus_meridian_pay LOW Annual prepay swap Low lift

API calls are 3.2x baseline on a monthly plan. Offer an annual-prepay swap with a modest discount to lock the expanding usage in for the year.

Anchors stripe:in_meridian_usage

$28,000

ARR