● Live — refreshed just now from Salesforce (simulated) · Wed, Jul 29 2026, 8:04 AM
$2.41M
Open renewal pipeline
$684K
Open expansion pipeline
4
Overdue renewals
3
At-risk (engagement gap)
Renewal pipeline by stage
Closed Won
$1.02M
Commit
$790K
Negotiation
$575K
Engaged
$680K
Not started
$366K
Expansion pipeline by stage
Proposal
$310K
Discovery
$224K
Identified
$150K
Expansion sourced by CSMs this quarter: $412K (60%)
Overdue renewals — cross-referenced with support cases & call activity
| Account | Owner | ARR | Days overdue | Open cases | Last call | Risk read |
|---|
● Live — refreshed just now from Salesforce (simulated) · classifying 47 closed renewals, H1 2026
91.4%
Gross revenue retention
38
Flat or grew
5
Shrinkage — downsell
2
Shrinkage — price drop
2
Churned
The distinction that matters: downsell vs. quiet price drop
Each renewal is compared against its previous order amount. Fewer seats at the same unit price is a downsell (an adoption problem). Same seats at a lower unit price is a price drop (a negotiation problem). Headline retention hides the difference; the fix for each is completely different.
| Account | Prev ARR | New ARR | Seats | Unit price | Auto-classification |
|---|---|---|---|---|---|
| Pinelight Software | $86K | $62K | 40 → 29 | held | Shrinkage — Downsell |
| Bramblewood Health | $114K | $98K | held | −14% | Shrinkage — Price drop |
| Atlaswing Aero | $150K | $188K | 60 → 75 | held | Expansion |
| Ostenwald Group | $47K | $47K | held | held | Flat |
Outcomes by month
February
94% GRR
March
92% GRR
April
87% GRR
May
93% GRR
June
95% GRR
April dip traced to two price-drop renewals in one region — a negotiation-guardrail fix, not a churn story.
Shrinkage by driver
Adoption gap
$41K
Price pressure
$27K
Champion left
$17K
Budget cut
$12K
One-click CSV export in the live version.
● Live — refreshed just now from Salesforce + Gmail (simulated) · week of Jul 27, 2026
23
Open opportunities
2
Escalate now
6
Act this week
1
Hygiene issue caught
Categorized by urgency — inbox signals layered in
| Account | Value | Close | Urgency | Inbox signal (Gmail) |
|---|---|---|---|---|
| Verdantia Systems — renewal | $210K | Aug 15 | Escalate now | No customer reply in 21 days despite 2 follow-ups |
| Marrowgate Financial — expansion | $95K | Aug 30 | Escalate now | Procurement thread mentions "competing quote" |
| Copperline Logistics — renewal | $118K | Sep 12 | This week | Champion OOO auto-reply until Aug 3 — plan around it |
| Fernhollow Media — renewal | $64K | Sep 20 | This week | Positive reply Jul 24; awaiting our proposal |
| Duskfield Robotics — expansion | $41K | Oct 2 | Routine | — |
Data hygiene — caught automatically
Duplicate Two open opportunities for Quillstone Analytics renewal ($58K each) — pipeline was overstated by $58K until merged.
Caught before the pipeline review, not after the forecast was wrong.
This week's ranked actions
- Call Verdantia CISO directly — 21 days of silence on a $210K renewal is a signal, not a scheduling gap.
- Get ahead of the Marrowgate competing quote: value summary to the VP before procurement meets Thursday.
- Send Fernhollow the proposal today — warm reply is aging.
- Merge the Quillstone duplicate before Friday's forecast.
● Live — refreshed just now from Calendar + Gmail + Salesforce (simulated) · Wed, Jul 29 2026, 7:32 AM
Today's schedule Calendar
9:00 Team standup — CS leads
10:30 Verdantia Systems — renewal strategy (prep: 21-day silence, see pipeline)
13:00 1:1 — Maya Trent (bring coaching scorecard trend)
15:00 Atlaswing Aero — expansion scoping call
Inbox highlights Gmail
Action Marrowgate procurement asks for revised quote by Friday
Signal Bramblewood CISO opened the QBR deck 3× yesterday
FYI Fernhollow confirmed Thursday's workshop attendees
Renewals radar Salesforce
This week
2 · $268K
This month
5 · $412K
Next month
7 · $540K
Later
14 · $1.19M
At-risk deals surface first — Verdantia and Marrowgate are pinned to the top today.