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The Renewals page gives you a complete view of your upcoming, in-progress, and completed renewals. Use it to track your renewal pipeline, monitor retention metrics, and prioritize accounts that need attention.
Renewal tracking lives on accounts. Updating an account’s ARR or renewal date changes the account fields only and does not create or close opportunity records. Renewal opportunities that Statisfy generated automatically in the past remain visible as legacy records in the System view on the Opportunities page.

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Accessing Renewals

Navigate to Renewals from the main menu. The renewals view displays your pipeline organized by renewal status.

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Renewal Pipeline

The Renewal Waterfall chart provides a visual breakdown of your renewal pipeline. It sits in a collapsible panel below the metric cards and starts collapsed, so click Renewal Waterfall to expand it. The chart shows these bars: The chart updates dynamically as you change the time period filter. Hover over any bar to see its total value along with the number of renewals in that stage. Each pipeline column also shows a count badge next to its title, so you can see how many renewals sit in each bucket at a glance. The Overdue column’s badge is highlighted to draw attention to renewals that need follow-up.

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Time Period Filtering

Use the time period selector to filter renewals by:
  • Current Quarter — View renewals due this fiscal quarter
  • Next Quarter — Plan ahead for upcoming renewals (Next Quarter +1 and +2 available)
  • Previous Quarters — Review past quarters (up to 4 previous quarters)
  • Current / Next / Previous Fiscal Year — View renewals at the fiscal year level
Your selected time period is remembered. If you navigate away from the Renewals page and come back, the page reopens on the same period rather than resetting to the current quarter. The time period is also saved as part of a view, so a saved view can pin its own quarter or fiscal year.
Older links that include a ?time_period= parameter still work. When you open one, the page applies that period and upgrades the link to the current format.

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Views and Account Scope

The Renewals page uses the same views system as Accounts, People, and Tasks. Use the view selector to switch between the built-in system views, which control which accounts are included in the pipeline: The selected view applies to the waterfall chart, the account cards, and the GRR/NRR metrics.
The first time you open the page, admins start on All Accounts and everyone else starts on My Book. Depending on your role, All Accounts may not be available.

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Filtering and Saved Views

Use the filter to narrow the pipeline by renewal opportunity fields, such as stage or amount, or by fields on each renewal’s account, such as ARR or health. Filters apply to the pipeline summary and everything it drives: the waterfall chart, the account cards, and the retention metrics. To keep a combination of filters, scope, and time period, save it as a view:
  1. Apply your filters and select a scope and time period
  2. Click Save as new view and give the view a name
  3. Optionally turn on Make view default
If you’re already on a saved view, click Update to save your changes to it, or Save as new to create another view. Saved views on the Renewals page support the same actions as views elsewhere: renaming, sharing, setting a default, and deleting. For a full walkthrough of creating a view, see Creating a New View.

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Account Cards

Each renewal is displayed as an account card showing:
  • Account name and owner
  • ARR value
  • Renewal date
  • Health score indicator
  • Days until renewal (or days overdue)
Click on any account card to navigate to the full account detail page.

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Renewal Metrics

Key retention metrics are displayed at the top of the page:

Gross Revenue Retention (GRR)

Measures the percentage of revenue retained from closed renewals. GRR = Won Baseline / (Won + Lost) Baseline.

Net Revenue Retention (NRR)

Measures total revenue retained including any changes in renewal value. NRR = Renewed ARR / (Won + Lost) Baseline.
Metrics are calculated based on the selected time period. Change the time filter to see how GRR and NRR vary across quarters.
The metric cards also include # Renewals (how many renewals are on the board, with their total value), % Overdue (share of the baseline past its renewal date), and % Closed (share of the baseline won or lost). The GRR, NRR, % Overdue, and % Closed cards also show the number of renewals each metric is computed over, so you can judge whether a percentage is based on two renewals or two hundred.

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Managing Renewals

To update a renewal status:
  1. Click on an account card to open the account detail
  2. Navigate to the Renewals section
  3. Update the renewal outcome (renewed, churned, etc.)
  4. Add any relevant notes about the renewal decision

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Exporting Renewal Data

Click the Export button at the top of the renewals page to download the renewal waterfall for the selected period as a CSV file. The export matches what you see on the page: it respects your selected view, filters, and time period. Each row in the CSV is a renewal opportunity with the following columns: Any additional fields configured on your renewal cards are appended as additional columns. Rows follow the board’s left-to-right order: Overdue first, then open buckets in chronological order, then Closed Won and Closed Lost.
Large exports can take up to 60 seconds to generate. The download starts automatically when the file is ready.