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Renewal Prioritization dashboard
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This report is a Renewal Prioritization dashboard that helps sales or customer success teams monitor upcoming contract renewals and identify which deals need attention first.
This dashboard provides an overview of renewal performance and risk. It tracks total renewal value, expected renewal value, and deals at risk, while showing how renewal value changes over time. Visuals break down deals by renewal timing (overdue, approaching, or far in the future), seller performance, and deal value vs. renewal date. The report helps teams prioritize renewals, focus on at-risk deals, and manage pipeline planning.
Key Features:
- Renewal Value Over Time chart for trend monitoring and performance comparison
- Deal Count by Renewal Group (Donut Chart) to segment renewals by urgency:
- < 0 days (Overdue)
- < 180 days (Upcoming)
- ≥ 180 days (Future pipeline)
- Seller Performance Breakdown with stacked renewal categories
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Interactive Bubble Plot for Deal Prioritization:
- X-axis: Days until renewal
- Y-axis: Deal value
- Color-coded urgency groups
- Quick identification of high-value, high-risk deals
- Visual & Table View toggle for flexible analysis
- Cross-visual filtering and interactive exploration
- Dynamic navigation between performance and risk perspectives
Who This Dashboard might be for:
- Sales Directors - to prioritize renewal strategy and monitor pipeline health
- Account Managers - to focus on high-risk and high-value renewals
- Revenue Operations - to forecast renewal performance
- Finance Teams - to assess renewal exposure and risk
- Executives - to track revenue stability and renewal trends
Author:ZC
ZoomCharts visuals used
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