Renewal Forecast

Know how the quarter's renewals are likely to land, and where to spend your time. Joy weights each account up for renewal by health, usage, and support signals, then groups them by outcome so you focus on the ones you can still save.

Für Customer Success Leaders CS Operations Renewal Managers Revenue Leaders
Beispiel-Prompt für den Joy-Assistenten

Forecast our renewals for [Q3]: group the accounts up for renewal by how likely they are to renew, show the ARR in each group, and tell me where to focus.

So kann es aussehen

Ein anschauliches Beispiel. Ihr Ergebnis hängt von Ihren Quellen, Daten und Anfragen ab.

Forecast our renewals for Q3: group the accounts up for renewal by how likely they are to renew, show the ARR in each group, and tell me where to focus.

I weighted the 46 accounts up for renewal in Q3 by health score, usage, and support signals ($3.2M in ARR all in). Here's how the quarter breaks down by likely outcome and where your time pays off most.

You have 46 accounts up for renewal in Q3, together worth $3.2M in ARR. Weighting each one by health score, product usage, and support signals, I'd expect a strong quarter, but $960K of that total needs attention, and nine accounts carry most of the risk.

$3.2MRenewing in Q3
Likely to renew$2.24M
Needs attention$0.61M
Likely to churn$0.35M

The forecast splits three ways.

  • Likely to renew: $2.24M (70%), 32 accounts. Healthy usage, active champions, and tickets trending down. These need routine renewal motions, nothing more.
  • Needs attention: $610K (19%), 9 accounts. Usage has softened or a champion has gone quiet. Meridian Retail and Northwind are the two largest here, at $180K and $145K.
  • Likely to churn: $350K (11%), 5 accounts. Low usage and unresolved escalations; recovering these takes an executive-level conversation, not a renewal email.

Weighted out, the forecast lands at roughly $2.6M retained if each group behaves as its signals suggest. The nine “needs attention” accounts are the real lever: they're still winnable with a save play in the next few weeks, and moving even half of that $610K back into the renew column would put the quarter within 4% of a full retain. Start there before spending time on the five likely-churn accounts, which need a different conversation entirely.

Want me to draft a save play for each of the nine at-risk accounts, or break the forecast down by CSM?

From renewal dates to a focus list

Renewal Forecast asks Joy to read the accounts up for renewal and weight each one by health score, product usage, and support history, then group them by likely outcome with the ARR in each bucket. You get a written forecast that shows the quarter's shape and points you at the accounts still worth a save play.

  1. Connect your accounts

    Make sure renewal dates, health scores, usage, and support history are connected to the workspace or in your Knowledge Center. Joy reads them when you ask.

  2. Set the window

    Tell Joy which quarter or period to forecast and any accounts to include or exclude, plus what “at risk” means for your team if you want to tune it.

  3. Review the forecast

    Joy groups renewals by likely outcome, shows the ARR in each group, and names the largest at-risk accounts with the signal behind each call.

  4. Build the save plan

    Ask Joy for suggested plays on the at-risk accounts, then copy the focus list into your renewal tracker or share it with the account owners.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

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Signal-Weighted

Each account is scored on health, usage, and support history, not rep optimism.

ARR by Outcome

See exactly how much revenue sits in the renew, at-risk, and churn groups.

Early Warning

At-risk accounts surface weeks out, while there's still time for a save play.

A Clear Focus List

Joy points you at the accounts where your time changes the outcome.

With Expansion

Layer upsell potential onto the forecast to show net revenue, not just retention.

By Owner or Segment

Break the forecast down by CSM, region, or tier to plan coverage.

Rolling 90 Days

Forecast the next quarter continuously as new renewals enter the window.

Save-Play Focus

Lead with the at-risk accounts and a recommended play for each.

Frequently Asked Questions

How do you forecast customer renewals?

Joy reads the accounts up for renewal and weights each one by health score, product usage, and support history, then groups them by likely outcome (likely to renew, needs attention, likely to churn) with the ARR in each. You get a written forecast that shows the quarter's shape and where to focus.

What signals decide whether an account is at risk?

Softening usage, a health-score decline, a champion who's gone quiet, and unresolved escalations are the main ones. Joy names the specific signal behind each at-risk call so you can judge it, and you can tune what “at risk” means for your team.

How far ahead can I forecast?

Set any window: the current quarter, the next one, or a rolling 90 days as new renewals enter the period. Re-running it as renewal dates approach sharpens the picture because Joy reads the latest signals each time.

Is the forecast a live dashboard?

No. It's a written analysis built from your data at the moment you ask. It doesn't auto-refresh. When you want a current read, you ask again and Joy rebuilds it from the latest health, usage, and support data.

Can Joy save the at-risk accounts for me?

Joy drafts a suggested save play for each at-risk account in chat. Acting on them (the calls, the outreach, updating the CRM) is your team's work; Joy doesn't contact customers or write back to your systems.

Verwandte Vorlagen

Betrieb

Renewal Tracker

List every upcoming contract renewal with value, risk, and expansion signals.
Kundenerfolg

Renewal Prep Brief

Summary of account health, usage, and talking points for renewal.
Kundenerfolg

Health Score Dashboard

Real-time view of customer health across your portfolio.

Ready to forecast renewals before they surprise you?

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