Renewals

Renewals track upcoming and historical contract renewals. Each renewal carries a multi-variable risk score and follows a structured disposition lifecycle.

Core Information

Field	Description
Account	Parent account
ARR	Annual Recurring Revenue at stake
Renewal Date	Contract renewal date
Disposition	Current renewal lifecycle state
Risk Score	0-100 renewal risk (higher = riskier)
Risk Level	Low, medium, high, or critical
Owner	Renewal owner (CSM or AE)
Auto-Renew	Whether the contract auto-renews
Save Play	Active save play if risk is elevated

Risk Scoring

Renewal risk is computed from 8 weighted variables covering engagement trends, stakeholder stability, support health, contracting activity, executive sponsorship, customer satisfaction, payment patterns, and market context. See Renewal Risk for details.

Disposition Lifecycle

NOT_YET_DUE → APPROACHING → URGENT → SAVE_IN_PROGRESS → RESOLVED/RENEWED/CHURNED

Disposition	Description
NOT_YET_DUE	Renewal is far out
APPROACHING	Renewal is approaching (30-90 days)
URGENT	Renewal is imminent (under 30 days)
SAVE_IN_PROGRESS	Active save play running
RESOLVED	Risk mitigated, renewal expected
RENEWED	Contract renewed (terminal)
CHURNED	Customer lost (terminal)