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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.

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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 waterfall chart at the top provides a visual breakdown of your renewal pipeline: The chart updates dynamically as you change the time period filter.

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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
After selecting a time period, click the Open Overdue stage in the waterfall chart to focus on accounts past their renewal date that need immediate follow-up.

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Account Scope

Next to the time period selector, use the account scope dropdown to choose which accounts are included in the view. The selected scope applies to the waterfall chart, the account cards, and the GRR/NRR metrics.
Depending on your role, All Accounts may not be available. If your role is limited to your own accounts — or your previously selected scope isn’t available on this page — the view defaults to My Book.

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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.

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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 your renewal pipeline data as a CSV file. The export respects your current filters and time period selection.