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The Renewals dashboard gives your team a single view of every contract approaching its renewal date. It’s accessible from the Renewals tab in the main navigation (alongside Companies, Quotes, and Approvals) and is designed to help sales, RevOps, and customer success teams prioritize renewal conversations before contracts expire.

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The dashboard

The Renewals view shows all active contracts with upcoming renewal dates, presented as a sortable, filterable table.

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Summary metrics

Three metrics are displayed at the top right of the dashboard, giving you an instant snapshot of your renewal pipeline:

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Table columns

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Filtering renewals

The dashboard provides three filters to narrow the view to the renewals that matter most. The search bar filters by company name. Use it to quickly find a specific account’s renewal status. Keyboard shortcut: ⌘+K (Mac) or Ctrl+K (Windows).

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Owner

Filter by who owns the account or contract. Options include:
  • Anyone — show all renewals across the team (default).
  • Specific user — filter to renewals owned by a specific rep or CSM.
This is useful for managers reviewing their team’s renewal pipeline or for individual reps focusing on their own book of business.

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Renewal Window

The renewal window filter is the primary tool for prioritizing by urgency. It segments contracts by how soon they expire:
Use the ≤ 30 days and 31-60 days filters in your weekly pipeline review to identify contracts that need immediate renewal attention. The Expiring ≤ 90D metric at the top gives you the total count without filtering.

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Using the Renewals dashboard

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Weekly renewal review

For sales managers and RevOps leads, the Renewals dashboard is a natural part of the weekly pipeline review:
  1. Open the Renewals tab.
  2. Set the Renewal Window to ≤ 30 days to surface contracts expiring this month.
  3. Review each contract’s ARR to prioritize by revenue impact.
  4. Check the renewal status for each — has a renewal quote been created? Is an approval pending?
  5. Widen to 31-60 days to see what’s coming next month.

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Individual rep workflow

Reps and CSMs can filter by their own name in the Owner filter to see only their renewals. This provides a focused view of their renewal pipeline without the noise of the full team’s contracts.

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Proactive renewal outreach

Use the 61-90 days and 91-180 days windows to identify contracts that aren’t urgent yet but should have renewal conversations starting. Early engagement gives you more time to negotiate, upsell, and address any customer concerns before the renewal deadline creates pressure.

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From renewal to action

When you identify a contract that needs renewal attention, the typical workflow is:
  1. Click the contract in the Renewals table to open the full contract record.
  2. Review the current Contract Phases and Contract Lines to understand what the customer is currently entitled to and at what price.
  3. Create a renewal Quote referencing the existing contract. The renewal quote can include updated pricing (with uplift), adjusted quantities, or modified terms.
  4. Build and send the renewal proposal through the standard quoting workflow: configure pricing options, route through approvals if needed, and share via the Web Portal.
  5. When the buyer accepts, promote the quote to a renewal Order, which updates the Contract with new Phases and Lines.

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What’s next

Contract Management

Understand the contract lifecycle: amendments, renewals, and price preservation.

Contract Phases

How renewal Orders create new Contract Phases.

Quote Overview

Build renewal quotes through the standard quoting workflow.

Rules & Approvals

Configure rules that govern renewal pricing and discount thresholds.