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.

Updated · published

markdown for agents →

difficulty intermediate · time to value 5 minutes · execution on demand

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.

Endpoint: POST /v1/projects/:project_id/analytics/query
Exact shape: /v1/openapi.json?path=%2Fv1%2Fprojects%2F%7Bproject_id%7D%2Fanalytics%2Fquery&method=post
Custom HogQL goes in the OpenAPI-defined `query` field.
Concept fields:
  query: "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.”

Adapt this workflow in your own agent.

Ask your agent to map the starter prompt to your saved signal map, live events, and the current HTTP API before answering.

Agentry gives coding agents production context from errors, product analytics, and deploys through one HTTP API. Fetch and read https://agentry.sh/install.md completely, then install Agentry's full first-time telemetry baseline in this repository. I authorize device-code login, saving the owner key only to ~/.agentry/credentials.json, creating one Agentry project for this repository, and read-only inspection of shipped source plus hidden CI/provider configuration. Deeply analyze the product's business logic and complete value flow before choosing telemetry. Save the complete source-backed plan and show me its exact contents and hash. Until I explicitly approve that plan or request a replacement, do not edit app/CI source, place runtime/CI credentials, commit, exercise product traffic, start proof, push, or deploy. After approval, I authorize only the reviewed targets: place the required scoped browser/server/CI credentials through the established environment or secret mechanism, preserve existing telemetry, implement and test the baseline, commit it, push that reviewed commit when the shipped CI/provider path requires it, exercise safe proof paths with test/non-customer data, and perform one deployment through the reviewed shipped CI/provider path. Ask first if proof would charge money, contact a third party, change real customer data, or require new external access. After the plan is saved, immediately before every onboarding state-changing POST, GET current onboarding state, perform only its single returned next_action, then read state again; do not batch or infer later stages. Continue until status is verified, installation_complete is true, and next_action is null. Keep all secrets, source snapshots, proof markers, and scratch files outside the repository.

+ Full access
5.5 Extra High
  1. 1. Open your repo in Codex, Claude Code, Cursor etc.
  2. 2. Paste the install prompt.
  3. 3. Your agent reads the install doc and shows you an implementation plan for approval.