List of Retention pipeline outcomes

Name	Deal Stage	Description
Saved	Closed Won	This is a complete retention win. The customer, who initially intended to cancel/downgrade, has been fully retained. They have reversed their decision and will continue their subscription with no changes to their package or pricing. This results in zero ARR loss.
Partially mitigated	Closed Won	This outcome is a win because you've prevented a total churn. It's used when a customer initially signaled a firm intention to cancel their entire subscription, but your team successfully convinced them to stay in a reduced capacity. This could be through a downgrade to a lower-tier plan or another concession. While there's an ARR reduction, you've successfully saved the account from being completely lost.
Upsell converted	Closed Won	This is the best-case scenario. A customer who was at risk of churning or downgrading has been successfully converted into a growth opportunity. Your team not only resolved their issues but also convinced them to upgrade their package or purchase an add-on, resulting in a net increase in ARR.
Lost	Closed Lost	A deal is marked as "Lost" if it results in a negative financial outcome that the team could not prevent. This single category covers two scenarios: • A full Cancellation, where the customer terminates their subscription entirely. • A Downgrade, where the customer's initial intent was to move to a cheaper plan, and they followed through on that intention. In both cases, the outcome is a reduction in Annual Recurring Revenue (ARR) because the team was unable to persuade the customer to maintain or increase their current level of investment.