Plan performance review
Tariffs and bundles reviewed by take-up and margin
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads subscriptions, usage and cost data
Reports each plan's take-up, average revenue, usage and margin by segment and by channel
Computes the plan metrics and the migrations between plans
Finds the plans that cannibalize a better one and the bundles nobody chooses
Drafts the review with recommendations
Drafts the monthly product review with the plans to change or retire
Works in

Snowflake, Tableau, MS Teams
What it does
- Reports each plan's take-up, average revenue, usage and margin by segment and by channel
- Finds the plans that cannibalize a better one and the bundles nobody chooses
- Drafts the monthly product review with the plans to change or retire
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.