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 30 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 Renewals Widget

The Upcoming Renewals widget displays the total number of subscriptions scheduled for renewal, broken down by day. It's followed by a table offering comprehensive details regarding the upcoming renewals.

Overview of Upcoming Renewals

In the table accompanying the Upcoming Renewals widget, comprehensive details about each impending renewal are available to you, including:

• Subscription ID — Unique ID leading to detailed information about a specific subscription.
• Customer Name — Full name of a customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said 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.
• Est. ARR (Estimated Annual Recurring Revenue) — Projected annual revenue expected from the upcoming billing cycle, 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 Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. date for the next interval. If payment is not received by this date, the subscription is marked as churned.

Note

Access to the Renewal Probability and Renewal Health Score information is exclusive to users subscribed to the CleverInsights premium solution. For more information, see CleverInsights.

Estimated Upcoming ARR Widget

The Est. Upcoming ARR widget provides insights into potential revenue from renewals, showcasing the total ARR expected if all subscriptions listed in the table are successfully renewed. Organized by days within a selected period, this widget helps in forecasting revenue flow.