Reads each account's usage growth and seat utilization ahead of renewal, and recommends the optimal timing and pricing tier for the conversation — rather than a blanket upsell pitch.
Adjust renewal and expansion uplift and the agent recalculates retained and expansion revenue instantly.
| Metric | Value |
|---|
| 1. Read the account's trajectory | Pulls usage growth, seat utilization and support history against contract terms approaching renewal. |
| 2. Time the conversation | Recommends the optimal window to open renewal or expansion discussions, before the account is scrambling at contract end. |
| 3. Recommend the tier | Matches usage patterns to the pricing tier or add-on most likely to fit, rather than a blanket upsell pitch. |
| 4. Hand off | Passes the renewal plan to the account owner, and confirmed expansions to the Customer Health Scorecard Builder. |