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GTM Metric

Optimize renewal ownership strategy

Compare success rates between sales-led and customer success-led renewal processes. Identify the best approach for different account segments.

Sales-Initiated vs CS-Initiated Renewals Dashboard

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Sales-Led Success Rate
88%
+10%
CS-Led Success Rate
92%
+8.2%
Avg Deal Size (Sales)
$28,500
+14%
Avg Deal Size (CS)
$18,200
+1.1%
Trend Analysis
Current
Connected to Salesforce, Zendesk
Updated 2m ago

Why Sales-Initiated vs CS-Initiated Renewals Matters

Essential insights for optimizing your go-to-market strategy

Key Insight #1

CS-led renewals typically have higher success rates for smaller accounts

Key Insight #2

Sales-led renewals often result in larger deal sizes and expansions

Key Insight #3

Hybrid approach maximizes both renewal rate and expansion revenue

How to Calculate

Formula

Renewal Success Rate by Ownership Type (Sales vs CS)

Benchmarks

Industry Average:80-90% both
Good Performance:90-95%
Excellent Performance:> 95%

Trend Analysis

Implementation Guide

How to track this metric effectively with Airbook's integrated platform

1. Connect Your Data

Connect your CRM, marketing tools, and analytics platforms with Airbook's 150+ connectors. Data syncs automatically and gets transformed into analysis-ready tables.

2. Build Your Analysis

Use our collaborative workspace to calculate this metric with SQL or no-code tools. Create segments, time periods, and cohort analyses across all your data sources.

3. Track & Act

Build auto-refreshing dashboards, set up threshold alerts, and track trends over time. Share insights across teams and trigger actions based on your metrics.

Effortless, direct connections

Access clean, actionable data from business tools, databases, and data warehouses—anytime, anywhere

Ready to Track Sales-Initiated vs CS-Initiated Renewals?

Connect your data sources, automate sales-initiated vs cs-initiated renewals calculations, and get real-time insights to optimize your sales performance.

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