Report Description & Purpose
The Renewal Report provides an overview of contract renewals over time, offering key insights into how well customers are being retained. For each month in the time period selected, the report reflects the Subscription ID by Status, Original Total Contract Value (TCV), Renewed TCV, New Term Length, Renewal Date, and Auto Renew status.
Features & Primary Benefits
- Customer retention insight
- Original TCV & Renewed TCV
- Track TCV for the following:
- Contracts up for renewal
- Renewed Contracts
- Expired Contracts
Note:
By default this report excludes Evergreen contracts with no defined contract end date.
Predefined Filters
The following filters are automatically applied to the Renewal Report. Click the Filters arrow to expand the section and adjust the criteria as needed.
|
Filter |
Criteria |
Default Setting |
|
Reporting Currency |
is |
Use Reporting Currency to view the transactions in their original currency or select a different Currency from the drop-down menu to convert all transactions to the selected currency. Read more in our Filter Report Data article. |
|
Renewals Period Date |
Matches (advanced |
This year |
|
Customers Customer Name |
Is equal to |
Any value |
|
Entity Name |
Is equal to |
|
|
Plans Plan Name |
Is equal to |
Any value |
|
Products Product Name |
Is equal to |
Any value |
When to Schedule this Report
The timing of when to run this report will vary based on the policies of your organization. One common example is to run this report at regularly scheduled intervals to evaluate upcoming renewals and also renewal success rates.
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