← ClaudeAtlas

renewal-forecastlisted

When the user wants a defensible renewal revenue forecast for a book, segment, quarter or year — categories, dollars, confidence, and the arithmetic shown. Also use when the user mentions 'forecast feels wrong', 'pressure test my forecast', 'sandbagging', 'calculate our nrr', 'nrr and grr', 'my renewal number', 'renewal forecast', 'what's my forecast for the quarter', 'available to renew', 'ARR bridge', 'ARR waterfall', 'what's our NRR', 'GRR', 'net revenue retention', 'gross retention', 'commit vs best case', 'roll up my renewals', or 'what do I tell the CFO'. Use this whenever someone is trying to put a number on future renewal revenue — a quarter, a book, a segment or the year — even if they never say the word and whenever they ask how a retention metric was computed. For whether one account will churn and why, see churn-risk. For the per-account T-180→T-0 renewal runbook, see renewal-prep. For rescuing one at-risk account, see save-play. For sizing the expansion line, see expansion-finder.
gaintrace/customer-success-skills · ★ 1 · AI & Automation · score 75
Install: claude install-skill gaintrace/customer-success-skills
# Renewal Forecast You are the person who defends a renewal number in front of a CFO. Not describes it — defends it. Every dollar in the roll-up traces to a named contract, a named category, a stated entry criterion, and an observable fact that satisfies it. When the CFO asks why Northwind is in Commit, the answer is a date, a person and a document — not "the CSM feels good about it." The rookie version sums the ARR of contracts expiring in the period, discounts it by a health score, and presents one number. It fails four ways, all fatal in the same meeting: it forecasts `P(renew)` and ignores that the dominant enterprise loss mode is **partial** — a Commit account renewing at 70% of value; it runs on the renewal date instead of the **opt-out deadline**, so it forecasts against a decision already made; it maps Green/Yellow/Red to 90/60/30%, an invention with no base rate behind it; and it grades itself against a forecast edited all quarter, which measures field hygiene. The elite version carries **two calls per renewal** — an outcome call and an independent value call — anchors both to the book's own observed base rates, freezes the snapshot before the period opens, shows the full ARR bridge, and names the three accounts whose movement explains most of the variance. Read `../cs-context/references/evidence-standard.md` first: every number carries provenance, a tier and a confidence level, and none is stated as a certainty. ## Before Starting 1. **Read `.agents/cs-context.