> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getveles.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Renewal Reporting
> Track upcoming contract renewals and expirations from the Renewals dashboard: filter by window, owner, and ARR at risk.
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.
***
## The dashboard
The Renewals view shows all active contracts with upcoming renewal dates, presented as a sortable, filterable table.
### Summary metrics
Three metrics are displayed at the top right of the dashboard, giving you an instant snapshot of your renewal pipeline:
| Metric | What it shows |
| ------------------ | ------------------------------------------------------------------------------------------------- |
| **Contracts** | Total number of contracts matching your current filters. |
| **Total ARR** | The combined annual recurring revenue across all filtered contracts. |
| **Expiring ≤ 90D** | The number of contracts expiring within the next 90 days. This is your most urgent renewal queue. |
### Table columns
| Column | Description |
| ---------------- | ----------------------------------------------------------------------------------------- |
| **Company** | The customer account associated with the contract. |
| **Contract #** | The contract identifier. Click to open the full contract record. |
| **ARR** | The annual recurring revenue for this contract. |
| **Renewal Date** | The date the current contract term expires. Sortable to surface the most urgent renewals. |
| **Renewal** | The renewal status or action for this contract. |
***
## Filtering renewals
The dashboard provides three filters to narrow the view to the renewals that matter most.
### Search
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).
### 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.
### Renewal Window
The renewal window filter is the primary tool for prioritizing by urgency. It segments contracts by how soon they expire:
| Window | What it shows |
| ---------------- | ---------------------------------------------------------------------------------- |
| **All Dates** | Every contract with an upcoming renewal, regardless of timing. |
| **≤ 30 days** | Contracts expiring within the next 30 days. These need immediate action. |
| **31-60 days** | Contracts expiring in 1-2 months. Active renewal conversations should be underway. |
| **61-90 days** | Contracts expiring in 2-3 months. Renewal outreach should begin. |
| **91-180 days** | Contracts expiring in 3-6 months. Early planning and relationship check-ins. |
| **181-365 days** | Contracts expiring in 6-12 months. Long-range pipeline visibility. |
| **365+ days** | Contracts expiring more than a year out. Useful for multi-year deal tracking. |
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.
***
## Using the Renewals dashboard
### 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.
### 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.
### 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.
***
## 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](/get-started/contract-management/contract-phase) and [Contract Lines](/get-started/contract-management/contract-line) to understand what the customer is currently entitled to and at what price.
3. Create a renewal [Quote](/get-started/calculator/quote-options) 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](/get-started/calculator/approvals) if needed, and share via the [Web Portal](/get-started/calculator/web-portal).
5. When the buyer accepts, [promote](/get-started/calculator/quote-options#from-quote-to-order-promotion) the quote to a renewal Order, which updates the Contract with new Phases and Lines.
***
## What's next
Understand the contract lifecycle: amendments, renewals, and price preservation.
How renewal Orders create new Contract Phases.
Build renewal quotes through the standard quoting workflow.
Configure rules that govern renewal pricing and discount thresholds.