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Active filters:
Renewals Overview
Last sync: --
Sync Health
TS: --
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Dashboard: --
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Missing: --
| Opportunity Name | Stage (TS) | Close Date | Amount | Reason |
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Urgent <30d
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Upcoming 30–90d
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Fionn Triggered
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Emails Sent
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Conversation Quality
AI-scored conversation quality across triggered renewals
30-Day Rubric Trend
Average score per rubric dimension over the last 30 days (target line at 7/10)Per-Prompt-Version Comparison
Average rubric scores grouped by the prompt version that produced the score| Prompt Version | Count | Overall | Professional | Relevance | Helpful | Accuracy | Empathy | Responsive |
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Conversations
| Customer | Product | Stage | Overall | Professional | Relevance | Helpful | Accuracy | Empathy | Responsive | Scored | Action |
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| Click "Score All Conversations" to begin | |||||||||||
Agent Performance
AI agent metrics & conversation quality
Portfolio
Filtered
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Total ARR Managed
SUM(Curr ARR) across in-scope opportunities, regardless of status/stage. Scoped to all active filters, including the Date Range (renewal date in window). Full definition →
Σ Curr ARR, filtered opps (incl. date range)
Retention
Window-scope · Playbook
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Gross Retention
Gross Retention = dollars renewed ÷ dollars resolved (renewed + churned) in the selected window. Pending renewals excluded from both sides. Full definition →
min(New, Curr) on Won ÷ (Curr on Won + Curr on Lost)
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Net Retention
New ARR on Closed Won ÷ Total Revenue (Curr ARR on Won + Lost). Includes upsells (no min clamp). Playbook floor 90%. Full definition →
New ARR on Won ÷ (Curr ARR on Won + Lost)
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DM%
Double Maintenance. (Revenue + Upgrades − Downgrades − Churn) ÷ Revenue. Revenue = Curr ARR on Won + Lost. Full definition →
(Rev + Up − Down − Churn) ÷ Rev
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Renewal Event Retention
Count of Closed Won ÷ (Closed Won + Closed Lost) in window. Count-weighted, not $-weighted. Full definition →
Won count ÷ (Won + Lost) count
ARR Flow
Window-scope · click a tile to drill through
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Closed ARR
New ARR on Closed Won in window. Post-renewal signed value. Full definition →
Σ New ARR on Closed Won
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Active ARR
Curr ARR on Active-status opps with RenewalDate in window. Full definition →
Σ Curr ARR on Active opps in window
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New ARR (Out for Signature)
New ARR on Adobe Sign agreements out for signature/approval in window. Unmatched = $0. Full definition →
Σ New ARR on out-for-sig agreements
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Downsell $
Compression on Won deals where New ARR < Curr ARR. Full definition →
Σ max(Curr − New, 0) on Won
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Overdue ARR
Curr ARR on Active/Finalizing opps past renewal date. As-of-now; ignores date range end. Full definition →
Σ Curr ARR where RenewalDate < today
Closed Won by Tier
Window-scope · signed (New) ARR on Closed Won, split by success tier
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Standard
Signed (New) ARR on Closed Won renewals at the Standard success tier. Tier from Success Level; falls back to product (Kayako/Tivian/Influitive = Platinum).
Σ New ARR on Won · Standard
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Platinum
Signed (New) ARR on Closed Won renewals at the Platinum success tier.
Σ New ARR on Won · Platinum
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Platinum Mix
Platinum share of total Closed Won signed ARR in window.
Platinum ARR ÷ total Won ARR
Multi-Year Renewals
Window-scope · deals quoted at 2+ year terms (≥ 24 months)
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1-Year Closed
Closed Won · ~12-month terms
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3-Year Closed
Closed Won · ~36-month terms
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5-Year Closed
Closed Won · ~60-month terms
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Multi-Year Win Rate
Multi-Year Won ÷ All Closed Won
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Multi-Year ARR %
Multi-Year ARR ÷ Total Closed ARR
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Multi-Year Pipeline
Open opps · ≥ 24-month terms
AI Health Distribution
Stage Funnel
Escalation & Risk
HVO Cadence Funnel
210-day cadence \u00b7 buckets span Pre-cadence \u2192 Urgent \u2192 Overdue. Click a bar to drill into Renewals.
AR Step Funnel
Sub-HVO accounts on auto-renewal, counted at each notice milestone.
Agent metrics
Secondary · 90-day trend where applicable--
Win Rate
Closed Won ÷ (Closed Won + Closed Lost)
Target 80%
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Automated Resolution
Auto-triggered Wins ÷ Closed Won
Target 50%
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Response Rate
Triggered with inbound reply ÷ Triggered
Target 60%
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Avg Reminders / Deal
Total reminders ÷ Triggered opps
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Avg Emails to Close
Avg(TotalMailSent) over Closed Won
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Conv Quality avg →
Avg(ConversationScore) over scored opps
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Inbound this week →
Classified mails (rolling 7d)
Inbound Classification
Window:
Cu Chulainn Routing
Edit category → package mappings on the dedicated page.Product Performance
| Product | Total Opps | Win Rate | Avg Emails | Response Rate | Avg Reminders | ARR Managed |
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Win/Loss Analysis
AI-generated post-renewal analysis for every Closed Won and Closed Lost opportunity
Inbound Routing
Map each AI-classified inbound category to a Cu Chulainn package. Empty / disabled / deleted rows fall back to the General Inbound package.
| Category | Package ID | Description | Active | Actions |
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