Upcoming renewals

Upcoming renewals lists the Active subscriptions that renew soon, with what they are worth, so you can start the conversation in time.

Work through the renewals

  1. On Subscriptions, select Upcoming renewals. The dashboard's renewal tiles open it too.
  2. Choose 30 days, 60 days or 90 days. The top shows how many renew and their ARR and MRR.
  3. Each row shows the customer, the subscription, its MRR, ARR, term and whether it renews automatically.
  4. Select Create renewal opportunity to put the renewal in the pipeline. A renewal that already has one links to it, with its stage, instead of offering the button.
  5. Finance roles can select Renew to move the renewal date on.

Show in the subscription list opens the same subscriptions in the full list, for export.

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