Open Renewals Details
This page enables you to view additional details for your Open Renewals metric. The data represented is extracted mainly from the Contract Line Item object in Billing Central. For more information, see The Billing Contracts Dataset.
Charts in the Details Page
The details page for the Open Renewals metric contains the following charts.
Chart |
Description |
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Renewals |
This doughnut chart displays the proportion of open renewals value in comparison to the closed renewals for the selected quarter and the two quarters following. This values are extracted using the following criteria:
This chart also displays the total value in the renewal pipeline. |
Renewals Over Time | This stacked bar chart displays the value of the renewal contracts for the selected quarter and the two quarters following. Each bar represents a month within the time range, and highlights the values for open and closed renewals. |
Open Renewals and Risk |
This scatter plot chart displays the open renewal contracts that are at risk of expiration and their currency value. |
Contract Line Items Table |
Displays a list of the Contract Line Items records that impact the KPI displayed by this page. This table highlights those accounts at risk of attrition, helping you take corrective measures to prevent loss of business. |
Using the Open Renewals Risk Chart
This chart enables you to view the amount of revenue in those open renewal contracts that are at risk of expiration. By default only the revenue for the next ten contracts at risk of expiring within the next two quarters are displayed grouped by account name. You can change these criteria using the drop-down selectors.
Drop-down Selector | Options |
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Grouping |
To change the groupings displayed by this chart, use the grouping drop-down. You can choose between the following dimensions:
|
Risk Selection |
To change the number of contract line items displayed by this chart, use the Risk Selection drop-down. You can choose between the following settings:
|
Using the Contract Line Items Table
The Contract Line Items table provides you with an itemized summary of the data displayed by this page grouped by account. Use this table to explore the details relevant to each renewal opportunity, you can also drill down into the respective account or contract records. Also, the accounts with an increased risk of attrition are automatically highlighted and sorted to be displayed at the top of the table.
Drilling Down to Documents
To drill down to documents:
- Hover over a cell in the Account Name or Contract Number column in the table.
- Click the that appears, then click Open Record.
The related record opens in a new Accounting or Billing Central tab.