Sandbox workspace — pre-seeded with fake data. Nothing here is a real customer.
Viewing as platform admin -- full read/write, not scoped to your own account.
Account
Workspace
Accounts
Every account you're renewing in this workspace. Open one to build or update its offer.
Account
Assigned To
Renewal ARR
Status
Updated
Quotes
Every offer in flight, across every account in this workspace.
Account
Offer
Type
Renewal Total
Margin
Updated
RenewalBench
Model current pricing, build one or more candidate offers, and compare them side by side before generating the renewal Excel sheet.
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Company Initiatives Context
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. Current price is the full-year run-rate at this product's current net — never a partial invoice or last-bill amount. If a product was added mid-term at a different rate (e.g. a co-term add-on), give it its own row instead of averaging the two rates together — blending launders the concession across quantity that never received it.
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.
Offer Comparison
Current Pricing shown as a reference row, then each offer.
Name
Primary
Renewal Total
TCV
Δ vs Commit
Δ vs Latest
Red flags
Amber flags
Customer Portal
Publish selected scenarios as a magic-link page the customer can review and choose from (ADDENDUM_15). Nothing is sent automatically -- you copy the generated link and send it yourself.
Save the deal to publish to the portal.
Renewal Goals
Please submit your goals for this renewal, i.e. Retain, highly at risk; Add 2 new channels; multi year term.
Strategy & Outcome
Context for this renewal, and how it closed once decided.
Rate lock (if any)
This is a give that was never collected for -- the customer keeps a below-market rate past the term it was negotiated for. Flagging it here doesn't block anything; it just makes sure it's visible at renewal time instead of forgotten.
Renewal conversation checklist
Track before you generate the Excel sheet.
This field is required when at-risk is checked.
This field is required when at-risk is checked.
For a reviewer, not the person who flagged this account -- checking this routes it to anyone flagged Support leadership (ADDENDUM_13 §5). Never check this automatically just because the box above is checked.
Excel Sheet Preview
Product
Code
Qty
List
Offer Price
Discount
—
—
—
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Conversation checklist
Download
Downloads a real .xlsx workbook with two sheets: Deal Comparison (customer-shareable — offer pricing detail) and Exec Summary (internal-only — checklist, at-risk notes, flagged discounts).
Schedule a call?
Publish to Customer Portal
Only approved scenarios can be published. A scenario that never needed approval publishes freely.
Save the deal before publishing, so what the customer sees matches what's saved here.
Scenarios to publish
Shown on the "let's talk" tile if the customer doesn't pick anything. Saved to your profile once, used on every future publish -- optional, publishing works without it.
Link generated -- copy and send this yourself
This is shown once and can't be retrieved again -- if you lose it, revoke and republish.
What the customer will see
Card fields only -- no discount %, no current price, no margin or at-risk data reaches this page, by design (ADDENDUM_15 §1).
New Account
Add products, offers, and everything else once the account exists.
