Use case

Make renewal risk reviews repeatable and governed.

Underdata helps account teams turn retention questions into reusable workflows with reviewed signals, reviewed answers, and published account views.

Recurring business question

Which customers are at risk before renewal, and what evidence supports the next action?

Health, product usage, support, commercial, and relationship context rarely live in one reviewed place.
Risk scoring breaks trust when teams cannot inspect the signals, assumptions, and human review behind each account.
Renewal reviews repeat often, but the process is recreated across spreadsheets, CRM notes, and meeting decks.

Question
Capture the recurring renewal-risk question and the renewal window it supports.
Plan
Define account cohorts, risk signals, commercial context, and review owners.
Governed execution
Run approved steps across governed customer sources and attach signal outputs.
Reviewed answer
Record account-level conclusions, confidence, next actions, and human review state.
Reusable workflow
Rerun the workflow before each renewal cycle or customer business review.
Publish
Publish account dashboards or data apps for sales, success, and leadership teams.

Which renewals have usage decline and unresolved support risk?

What changed in enterprise account health this month?

Which customer actions should be reviewed before the renewal meeting?

Use Underdata private beta to turn recurring retention questions into governed workflows your teams can rerun.