Stop guessing your retention number — forecast it from real data

Board-ready GRR/NRR forecasts with scenario analysis from live HubSpot data

Part of Customer Success Fleet · $25/mo

Subscribe via agent.ai · cancel anytime · no per-token costs

Or get all 4 fleets for $79/mo ($25/mo founder pricing)

Renewal Forecast

Board-ready GRR/NRR forecasts

What you get

1

GRR and NRR projections with three scenarios: best case, expected, and downside

2

Period-by-period breakdown by month and quarter

3

Top 5 revenue-impact actions that move the forecast the most

4

Board-ready narrative summary with confidence intervals

Delivered in under 2 minutes. Run monthly for board reporting or weekly for operational forecasting.

How It Works

Up and running in under 2 minutes

1

Connect HubSpot

One-click OAuth. Read-only access to deals and engagement data. Works with any HubSpot tier.

2

Agent Models Your Forecast

Pulls every renewal deal, applies risk-adjusted probabilities, and builds three scenarios with deal-level assumptions.

3

Get Your Forecast Report

Board-ready GRR/NRR projections with scenario analysis, period breakdowns, and the five actions that most move the number.

The Difference

Stop guessing. Start knowing.

Without Renewal Forecast

Forecast built in spreadsheets that go stale within days

Single-point estimates with no range or confidence interval

Board asks 'what's driving that number?' and you scramble for deal details

No connection between individual deal risk and the aggregate forecast

With Renewal Forecast

Live forecast from current HubSpot data — always up to date

Three scenarios with deal-level assumptions behind each

Board-ready narrative explaining what's driving retention

Every forecast number traceable to specific deals and risk signals

Capabilities

What's Inside

A

Three-Scenario Modeling

Best Case, Expected, and Downside scenarios with deal-level risk adjustments based on engagement signals and stage probability.

B

GRR/NRR Period Breakdowns

Revenue projections broken down by month and quarter with cumulative retention tracking across your forecast horizon.

C

Top 5 Revenue-Impact Actions

The five highest-impact moves you can make right now — specific deals, owners, and actions ordered by how much they move the forecast.

D

GRR-Only or GRR+NRR Mode

Choose pure retention forecasting or full net revenue modeling with expansion and contraction signals.

Built for you if…

You're a VP of CS who presents retention forecasts to the board

You're a CS leader building forecasts in spreadsheets every month

You're a RevOps team responsible for GRR/NRR reporting

You need scenario analysis to plan for best and worst case retention

A 1% improvement in forecast accuracy can prevent six-figure revenue surprises.

$25/mo for Customer Success Fleet or $79/mo for all 4 fleets · cancel anytime · no per-token costs

Common Questions

Read-only access via OAuth to deals, contacts, and engagement history. We never modify your data.

Under 2 minutes. Connect HubSpot, choose GRR-only or GRR+NRR mode, and get your three-scenario forecast.

GRR-only mode forecasts pure retention — renewals at same or lower value. GRR+NRR mode includes expansion and contraction signals for full net revenue modeling.

Each scenario uses deal-level risk adjustments based on engagement signals, stage probability, and behavioral patterns. The expected case is typically the most reliable; best and downside cases define the realistic range.

Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.

Subscribe and see results in 2 minutes

Connect your HubSpot, run Renewal Forecast, see results across your portfolio. Cancel anytime · no per-token costs.

Try Free — then subscribe to Customer Success Fleet

$25/mo for Customer Success Fleet · or all 4 fleets for $79/mo ($25/mo founder pricing) · see pricing

All 4 fleets · founder pricing·$25/mo

Reserve Spot →