Overview

Renewals has two tabs:

• Renewals: a dashboard of renewal totals, renewal value by month, and lists of upcoming and lapsed renewals. Renewals opens on this tab.
• Orders: the full subscription table, with filters, search, export, and row actions.

Every card, bar, and row on the dashboard links to the subscriptions behind it, so you can go from a number to the renewals that make it up in one click.

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Renewals dashboard

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Renewal totals

Four cards sit at the top of the dashboard. Each card shows a count of subscriptions and their combined renewal value. Renewal values are totaled per currency, so a card shows one figure for each currency your subscriptions use. Click Filtered view on any card to open the Orders tab filtered to exactly the subscriptions that card counts.

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Renewals by month

The Renewals by month chart shows subscriptions renewing each month, from lapsed renewals over the last 6 months to renewals due in the next 12 months. Each bar is the number of subscriptions renewing that month, stacked by renewal status in the status badge colors, with a legend for each status shown.

• Overdue months: the past 6 months are shaded and labeled Overdue. Their bars show renewals from the Lapsed in last 6 months card.
• Today marker: a dashed line marks the current month and today’s date.
• Tooltip: hover a month to see its renewal value and subscription count, the value and count for each status, and up to five of its subscriptions, with Order needed renewals listed first.

Click a month to open the Orders tab filtered to that month’s subscriptions. Click a single colored segment to narrow that view to one status, such as the Order needed renewals for that month.

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Upcoming renewals

Lists the subscriptions counted by Renewing in next 90 days, soonest renewal date first. Columns are Customer, Renews, Renewal value, and Owner.

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Lapsed or terminating

Lists the subscriptions counted by Lapsed in last 6 months and Terminating, most recent date first. Columns are Customer, Status, Ended / ends, Renewal value, and Owner. Ended / ends is the termination date for a terminating subscription and the renewal date for a lapsed one. Both lists show 10 subscriptions per page. Click any row to open its renewal details.

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Orders tab

The Orders tab is where you filter, search, export, and act on every renewal. The table lists one row per subscription with the following columns:

• Customer: customer name and plan. Badges appear here when a subscription is flagged for upsell or has a renewal uplift scheduled.
• Renewal date: the current contract end date, with days until renewal or days lapsed.
• Status: the subscription’s current status. See Renewal statuses below.
• Renewal type: Auto or Mutual, based on the renewal terms on the active order.
• Renewal: the estimated value of the next contract term.
• Current: the value of the current contract term.
• Representative: the seller team member the subscription is attributed to.

Sort by customer, renewal date, current spend, or representative by clicking a column header. Search by customer name, plan name, subscription ID, or representative using the search field above the table.

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Renewal statuses

Each subscription shows one status badge. The dashboard chart and the Lapsed or terminating list use the same statuses and colors.

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Filters

Click Filter to narrow the table. Filters can be combined, and active filters appear as tags you can remove individually. Opening the Orders tab from the dashboard applies the matching filters for you.

• Status: Active, Paused, Inactive, or Terminated.
• Renewal status: Auto-renewing, Order needed, or Open order.
• Termination: Terminating or Not terminating.
• Plan and Product: limit to specific plans or products.
• Tag: Lapsed, Overridden, or Flagged for upsell.
• Renewals: Mutual, Auto, or Nonstandard renewal. Nonstandard renewals are subscriptions whose renewal contract period differs from the current term.
• Contract period: Monthly, Multi-month, Annual, Multi-year, or Custom duration.
• Dates: filter by renewal date range, by the date a subscription was flagged for upsell, or by number of days lapsed. Date ranges offer presets such as Next 30 days and Next quarter, or Custom for your own start and end dates.
• Amount: filter by current spend range.

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Export

Click Export above the table to download the current view as a CSV. The export respects your active search, filters, and sort order. Columns are Customer, Renewal date, State, Renewal status, Renewal type, Renewal amount, Renewal period, Contract period, Current spend, and Representative.

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Row actions

On the Orders tab, click the dots on the right-hand side of a row to open the action menu. The actions shown depend on the subscription’s state.

• View renewal details: open the renewal details view for the subscription.
• Create renewal order: generate a renewal order based on the existing subscription, with the option to modify entitlements and contract terms. Not shown when the subscription already has an open order.
• Uplift renewal value: schedule a percentage price increase for the next term. See Renewal uplift below.
• Terminate subscription: schedule the subscription to end, either on the renewal date or on a specific date you choose. You can record an internal reason and optionally email a notification to people at your company by entering their addresses in Send notification. Salesbricks warns you if unpaid invoices will be voided or paid invoices may need refunding.
• Reinstate subscription: undo a scheduled or completed termination. Shown in place of Terminate subscription on terminated rows.
• Flag for upsell: mark the renewal as a growth opportunity. The row gains an Upsell identified badge, and the subscription appears under the Flagged for upsell tag filter.
• Remove upsell flag: clear the flag. Shown in place of Flag for upsell on flagged rows.
• View customer: jump to the full customer profile.
• View active order: open the order the renewal will build upon.
• View latest open order: open the unsigned renewal order, when one exists.
• View billing history: open the customer’s invoice and payment history.

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Renewal details

The renewal details view collects everything you need to prepare for a renewal conversation on one page. Open it by clicking a row on the dashboard, or by choosing View renewal details from a row’s action menu on the Orders tab.

• Header metrics: current spend, annual recurring revenue, and the renewal date with days remaining.
• Subscription details: subscription ID, status, product, plan, point of contact, and accounts payable contact, with a link to the full subscription page.
• Contract details: start date, end date, contract period, renewal type, and billing frequency, with a link to the active order.
• Order history: every order on the subscription, with a link to the full order history.

From the header you can create a renewal order, open the latest open order, or reinstate a terminated subscription.

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Renewal uplift

Renewal uplift applies a percentage price increase to a subscription’s recurring rates at renewal. Use it to account for annual price increases, contractual escalation clauses, or to adjust pricing on multi-year deals. By default the uplift applies to every recurring plan and brick rate on the subscription. One-time and milestone bricks are never uplifted. Usage bricks are uplifted only when you turn on Apply uplift to usage rates, which then raises both the pay-as-you-go rate and any pre-commitment rate.

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Applying an uplift

1. On the Orders tab, select one or more renewals using the checkboxes on the left side of each row. To uplift a single renewal you can instead choose Uplift renewal value from its row action menu.
2. Click Uplift renewal value ↑ in the action bar that appears at the bottom of the page.
3. Enter the percentage increase in the Renewal contract value uplift field.
4. Optionally check Apply uplift to usage rates to include usage bricks.
5. Leave Disclose renewal uplift on checkout checked to show the buyer the scheduled uplift during checkout, or uncheck it to hide it.
6. Click Apply uplift.

Once applied, the renewal row displays an ↑ X% uplift on renewal badge next to the customer name so your team can see at a glance which renewals have an uplift scheduled.