Renewal Tracker template
Every renewal on a calendar with contract value, risk and the 90/60/30-day plays, so nothing churns for lack of a conversation.
Customer success managers and account managers who own a renewal book.
- 5 views
- 9 fields
- 3 groups
- 13 sample tasks
- 4 milestones
- 9 dependencies
- 5 dashboard widgets
- 5 workflow statuses
- 1 automation
Renewal calendar · Calendar view · opens first
What's included
One row per renewal, grouped by the month it lands, with contract value, health, the renewal owner and the risk reason where there is one. Renewals move from Upcoming through In discussion to Renewed or Churned, with At risk as the state that demands attention. The 90, 60 and 30-day plays are tasks that depend on each other ahead of each renewal date, so the timeline shows which accounts are behind on their play and the dashboard shows the value at risk.
Views
- Renewal calendar (Calendar)
- Book (Table)
- By status (Board)
- Plays (Gantt)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Dependencies
- Accountcustom
- Contract valuecustom
- Healthcustom
- Risk reasoncustom
- Decision makercustom
Groups
- Month 1
- Month 2
- Month 3
Dashboard
- KPIs
- Tasks by status
- Upcoming milestones
- Overdue tasks
- Group progress
Automation
- Notify when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Upcoming
- In discussion
- At risk
- Renewed
- Churned
9 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Harbour Bank: 90-day value reviewMonth 1
- Harbour Bank: 60-day renewal proposalMonth 1
- Harbour Bank: 30-day commercial closeMonth 1
- Harbour Bank renewalMonth 1
Delay Harbour Bank: 90-day value review and Depentra shows the 3 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 5 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside Renewal Tracker
Use the Renewal Tracker template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 5 views are ready. Available on Standard and above.