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

$214,000 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_pelican_health MED CSM check-in Medium lift

Salesforce sync has been down since 2026-05-04 and the billing contact has gone silent. A CSM check-in to reconnect the integration restores the data the buyer renews on.

Anchors hubspot:deal_pelican

$84,000

ARR

cus_mailroom_inc HIGH Discount offer Medium lift

MAU down 31% and the billing contact is comparison-shopping. A time-boxed loyalty discount removes the price objection while the CSM re-establishes value.

Anchors stripe:in_mailroom_renew hubspot:deal_mailroom

$72,000

ARR

cus_cobalt_forge MED CSM check-in Medium lift

Champion moved to VP Engineering and the admin seat was never reassigned. A CSM check-in to re-seat the champion stops the silent drift before renewal.

Anchors slack:C04COBALT/handoff

$58,000

ARR