Account
Workspace
Every account you're renewing in this workspace. Open one to build or update its offer.
| Account | Assigned To | Renewal ARR | Status | Updated |
|---|
RenewalBench
Model current pricing, build one or more candidate offers, and compare them side by side before generating the renewal Excel sheet.
Account
Free text — used in the generated Excel sheet.
Current Pricing
The account's product set and current pricing. This is the source of truth — adding or removing a product here adds or removes it across every offer below.
| Product | Code | Qty | List price | Current price | Discount vs. list | |
|---|---|---|---|---|---|---|
| Totals | 0 | $0 | $0 | — |
Discount coloring: red = 50% or more below list ("High discount"). Amber = 25% or more above list ("High percentage over list price"). Everything in between is unflagged. Discount is hidden by default per table — use the "Show" checkbox in the column header to reveal it.
Strategy & Outcome
Context for this renewal, and how it closed once decided.
Renewal conversation checklist
Track before you generate the Excel sheet.