As you engage with your renewable book of business, you'll likely want to report on upsell opportunities and forecast potential downsells. Our renewals screen is a powerful dashboard for tracking your forecast and the results of client renewals. This provides a historical summary for renewals and churn, allows you watch the month or quarter play out in real time, and to look into the future for goal setting and planning.
One thing to keep in mind is role-based segmentation. Which renewable book of business are you wanting to see? Your company's? Your team's? Or only your renewals? Another is which timeframe you want to view - you can now view renewals for any month, quarter, or year—in the past or future.
The waterfall chart projects actual and forecasted results. This screen also provides a breakdown of subscriptions still up for renewal, those that have renewed, as well as those that have terminated.
Though forecasting can be accomplished via individual client records, this is the best place to get a holistic view for renewal management.