Examples / Analytics

Renewal review

Find accounts up for renewal that use too few of their seats, check the data, and route right-sized renewal offers to an account manager for approval — with a dollar value and an outcome check.

StarterAbout 15 minutesSchedule: Weekdays at 06:30Sample files: accounts.csv

What it teaches

Move a file
Python transform
Quality check
Approval with value and outcome
Results as Excel

Try it

In Flowcall, open Learn and choose Examples.
Install Renewal review.
Press Run now and open the Results tab.

Learn more

4. Route a decision to a person in the Analytics guide
1. Why decisions need a record in the Decisions guide

The steps

Load accounts up for renewal Move a file
Brings accounts.csv into the run.
Find under-used accounts Python

Check the renewal list Quality check

rows >= 1
not_null: account_id, region, offer_seats
unique: account_id
range: offer_seats 1 5000
allowed: region NA, EMEA, APAC, LATAM

Account manager approves renewal offers Approval
Asks: “These accounts use under 70% of their seats. Approve to send them right-sized renewal offers.” Value at stake: $25,000.
Export approved list Move a file
Saves renewals.csv to Files, date-stamped.

What it looks like

A frame from the video Renewal review: the Flowcall window with the example open. — Renewal review · 1:39. The videos are not on the website yet. Every one of them is inside Flowcall: open **Learn** and press **Watch**.