Renewals don't fail overnight — they fail because risk goes unnoticed too long. The Renewal Health report brings your entire renewal pipeline into one view, combining health scores, contract values, renewal timing, and engagement history so you can see exactly where to focus your energy.
Renewal Health Metrics
The summary bar at the top of the report gives you an instant read on the health of your upcoming renewals.
Customers Up For Renewal — the total number of accounts with a renewal date within your selected date range
Good — accounts with a strong SuccessScore, on track for a smooth renewal
Average — accounts in the middle tier; worth monitoring but not yet at risk
Poor — accounts with a low SuccessScore that need immediate attention before the renewal conversation
Overdue — accounts whose renewal date has already passed without a recorded outcome
Toggle between ARR and MRR using the buttons in the top-right of the metrics bar. Use the Date Range selector to expand or narrow your renewal window — the default is Next 90 Days.
Reading the Bubble Chart
The bubble chart is the fastest way to spot which accounts need your attention. Each bubble represents one customer, and every visual property tells you something meaningful.
Y-axis — SuccessScore: Bubbles higher on the chart are healthier. Low-sitting bubbles are at risk.
X-axis — Renewal Date: Bubbles toward the left renew sooner; bubbles toward the right have more time. The vertical Today line marks the current date — anything to its left is overdue.
Bubble size — Contract value: Larger bubbles represent larger ARR or MRR. A large red bubble in the bottom-left is your highest-priority account.
Bubble color — Health tier: Green = Good, Yellow/Amber = Average, Red = Poor.
Hover over any bubble to see the customer name and key details. Click a bubble to open that customer's record directly. Use the Hover toggle (top-right of the chart) to switch between hover and click tooltips.
The Customer Table
Below the chart, the customer table gives you the full list of upcoming renewals with everything you need to prioritize outreach.
Customer | Account name — click to open the customer record |
Health | SuccessScore with color indicator. A red badge shows days overdue. |
ARR | The customer's current annual recurring revenue |
Renewal Date (Days) | Renewal date with days until renewal in parentheses. Overdue dates appear in red with a negative number. |
CSM | The assigned Customer Success Manager |
Customer Type | Account segment (Strategic, Key, Corporate, Emerging, etc.) |
Last Touch (Days Ago) | Days since the last logged engagement — call, email, or meeting |
Click any column header to sort. Use Filter By (top-left) to narrow the view by CSM, customer type, or other attributes. Click the download icon (top-right of the table) to export as a CSV.
How to Use this Report
The most effective way to use Renewal Health is to combine the signals, not look at any one in isolation. Here's a practical approach:
Start with the chart. Look for large red bubbles near the left side — these are high-value accounts with poor health renewing soon. That's your priority list.
Check Last Touch. In the table, sort by Last Touch. Accounts with hundreds of days since their last engagement are flying blind into a renewal — reach out before the conversation becomes reactive.
Address Overdue accounts. Any account to the left of the Today line needs an immediate status check. Confirm whether they've churned, renewed, or are still in conversation, and update their subscription accordingly.
Filter by CSM. Use the Filter By option to review each CSM's renewal book individually — useful for 1:1s and team planning.