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Analyze Renewal Success Rate and Report on Upcoming Renewals
Analyze Renewal Success Rate and Report on Upcoming Renewals

Never miss a renewal with this holistic view of your upcoming renewals in the same place as your Closed Won rates quarter over quarter

Engineering Swantide avatar
Written by Engineering Swantide
Updated over 2 years ago

The Renewals Dashboard that shows how many renewals are Closed Won quarter over quarter and a list of renewals coming up in the current quarter and next quarter.

Requirements: in order to have effective and complete reporting data, you will want to ensure that your records are up-to-date and accurate. In this instance, you will need to make sure that for every renewal, there is a corresponding renewal opportunity in Salesforce. A good way to ensure this data is accurate is to enable the Swantide Renewals Workflow

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