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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.

BeginnerAbout 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

  1. In Datronome, open Learn and choose Examples.
  2. Install Renewal review.
  3. Press Run now and open the Results tab.

Learn more

The steps

  1. Load accounts up for renewal Move a file

    Brings accounts.csv into the run.

  2. Find under-used accounts Python
  3. 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
  4. 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: the total of renewal_value in the file.

  5. Export approved list Move a file

    Saves renewals.csv to Files, date-stamped.

Watch it

Renewal review · 1:39 · narrated, with captions · open the video file

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Run it on your own computer

Every example installs with its sample data in one click. Already have Datronome? Open Learn, then Examples.

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