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The Renewals tab in Subscriptions lists the active subscriptions whose contract renews or ends in the next 90 days. Use it to prepare renewal conversations early, prioritize accounts by value or health, and act before a contract ends.
Renewals tab with subscriptions grouped in Within 7 days, 8 - 30 days, 31 - 60 days and 61 - 90 days windows, followed by Subscriptions without contract

Upcoming renewals grouped by time window, with the estimated ARR of each window

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How it works

  • Only active subscriptions with a custom contract appear in the time windows.
  • Subscriptions are grouped by renewal date: Within 7 days, 8 - 30 days, 31 - 60 days and 61 - 90 days. Each window shows its dates, the number of subscriptions and their total estimated ARR, converted to your reporting currency.
  • The renewal date is the contract end date, or the cancellation date when a cancellation is scheduled.
  • The Type column shows what happens on that date:
  • Each row also shows the subscription, the quote it was created from, if any, and the renewal date.

Example 💡

A three-year contract with a one-year renewal duration ends on December 31. It appears in 61 - 90 days from early October, typed Auto-renewal (1 year). If you schedule a cancellation for December 31, it switches to Contract end.

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Subscriptions without contract

The last section, Subscriptions without contract, lists the active subscriptions that have no custom contract, so no renewal date to track. Review them to add a contract where one was agreed with the customer.

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Filter, search and sort

Search by customer or subscription name, or open Filters to narrow the list by:
  • Subscription: currency, invoicing entity, start date
  • Customer: country, payment method, segment
Filters menu with Currency, Invoicing entity and Start date under Subscription, and Country, Payment method and Segment under Customer

Filters grouped by subscription and customer

Sort each window by Renewal date or Estimated ARR, in ascending or descending order.

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Focus on your accounts

With Customer Intelligence, the tab also shows each customer’s health score and owner. You can sort by Health score, with unscored customers last, and switch views:
View menu with All renewals, My renewals and My team's renewals options

Renewal views

Customer Intelligence is a paid add-on. Contact the Hyperline team through the in-app chat to learn more or enable it for your account.

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Act on a renewal

Open the row menu to:
  • View health score details: open the latest analysis of the customer monitoring agent for this customer. Available with Customer Intelligence once the customer has been analyzed.
  • Edit contract details: change the contract dates or renewal settings of the subscription.
  • Create update quote: prepare a quote to renew or change the subscription.
Row menu with View health score details, Edit contract details and Create update quote

Row actions

Contract

Contract dates, automatic renewal and price adjustments

Customer monitoring agent

How the health score is computed