Find plan fit and overage opportunities

Identify accounts close to limits, repeatedly over quota, or paying for capacity they do not use so revenue teams know who to help.

Published

difficulty intermediate · time to value 5 minutes

Start from this

Find accounts with plan-fit issues: near quota, over quota, or underusing paid capacity. Rank by revenue impact and suggested CS action.

Why this matters

Quota pressure is an expansion signal. Underuse is a churn signal. Both are revenue moments that rarely show up in one place.

What you get

  • Accounts near or over quota
  • Accounts underusing paid plans
  • Suggested action: upsell, enablement, downgrade risk, or no action
  • A dashboard CS and revenue ops can review weekly

Walk through it

You

Which accounts are on the wrong plan?

Agent

I’ll rank quota usage by account and plan.

POST /v1/projects/:project_id/analytics/query {
  project_id: "default",
  hogql: "SELECT properties.account_id AS account, properties.plan AS plan, properties.metric AS metric, argMax(toFloat(properties.used), timestamp) AS used, argMax(toFloat(properties.limit), timestamp) AS limit, used / nullIf(limit, 0) AS utilization FROM events WHERE event = 'quota_snapshot' AND timestamp > now() - INTERVAL 14 DAY GROUP BY account, plan, metric ORDER BY utilization DESC LIMIT 50"
}

The output

The agent returns accounts grouped into expansion, risk, and healthy buckets. It should avoid treating temporary spikes as expansion without recent trend.

Setting it up

Emit a periodic quota_snapshot event from billing or usage metering. Include current plan and metric names.

Variations

  • “Only show enterprise accounts.”
  • “Find accounts over 80% for three days in a row.”
  • “Publish a quota-health board for CS.”

Try this recipe in your own agent.

Ask your agent to adapt the starter prompt to your saved signal map and live events, then run it against your data.

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