Upcoming renewals
The Upcoming Renewals dashboard enables you to monitor customers whose subscription renewal date is approaching. By default, the dashboard displays renewals for the next 7 days, but you can customize the timeframe from the drop-down list. You can also specify a custom interval within the upcoming year.
Within the Upcoming Renewals dashboard, three distinct areas provide insights into renewal status and potential revenue impact.
Upcoming ARR chart
The Upcoming ARR pie chart provides insights into potential revenue from renewals, showcasing the total ARR expected if all subscriptions listed in the table are successfully renewed based on actual product price.
Use the Donut or Bar chart views to explore upcoming ARR by various dimensions.
- Donut charts break down data by Region, B2B/B2C, and Renewal Period.
- Bar charts support deeper analysis by Product, Interval, Renewal Period, Payment Type/Subtype, and Region/Country.
Upcoming Renewals chart
The Upcoming Renewals line chart displays the total number of subscriptions scheduled for renewal, broken down by day. To drill up or down through the data (e.g., from day to month to year), hover over the top-right corner of the chart and use the arrow controls.
It's followed by a table offering comprehensive details regarding the upcoming renewals.
Upcoming Renewals table
In the table below the Upcoming Renewals widget, comprehensive details about each impending renewal are available.
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The details in the table include:
- Subscription ID: Unique ID leading to detailed information about a specific subscription.
- Customer Name: Full name of a customer, unless specifically flagged for GDPR compliance upon request.
- Company: Organization name for B2B customers. Typically, this field is left blank for B2C customers.
- Product: Each product ID and its corresponding name associated with the subscription are provided. If it's a multi-item subscription, each item is listed individually.
- Qty (Quantity): Number of licenses or units of the product included in the subscription.
- Upcoming ARR: Estimated annual revenue expected from the upcoming billing cycle based on actual product price, displayed in either EUR or USD, based on your preference.
- Current Interval: Current subscription interval, starting from 0, with 0 denoting the initial paid interval following sign-up.
- Customer Type: Customer type indicated as either B2B or B2C.
- Renewal Period: Subscription renewal interval, selectable as Month, Year, 2 Years, or Other.
- Next Renewal Date: Expected payment date for the next interval. If payment is not received by this date, the subscription is marked as churned.
Use the filter panel in the top-right corner of the page to narrow down records by specific parameters.