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
- On Subscriptions, select Upcoming renewals. The dashboard's renewal tiles open it too.
- Choose 30 days, 60 days or 90 days. The top shows how many renew and their ARR and MRR.
- Each row shows the customer, the subscription, its MRR, ARR, term and whether it renews automatically.
- 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.
- 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.