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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
A contract renewal dashboard needs specific metrics that help you identify at-risk accounts before they churn. Standard Salesforce reports struggle with complex renewal calculations and multi-object data blending required for comprehensive at-risk account tracking.
Here are the essential metrics you should include and how to build a renewal dashboard that actually prevents churn.
Track comprehensive at-risk account metrics using Coefficient
Coefficient provides superior capabilities for building contract renewal dashboards by importing data from multiple Salesforce objects simultaneously. You can create complex risk scoring formulas and set up real-time alerts when accounts move into high-risk categories.
How to make it work
Step 1. Import contract and account data for renewal tracking.
Pull contract data with renewal dates, account relationships, and contract values. Import account engagement metrics from opportunities and activities, plus case data to identify support-related renewal risks. Set up daily refreshes to maintain current risk assessments.
Step 2. Calculate days until contract expiration by account.
Create formulas that calculate remaining days until contract expiration using `=ContractEndDate-TODAY()`. Segment accounts by renewal timeframe (30/60/90 days) to prioritize outreach efforts and identify urgent renewal opportunities.
Step 3. Build customer health scores combining multiple data points.
Combine support case volume, opportunity activity, and usage data into a single health score. Use weighted formulas that factor in case severity trends, engagement frequency, and historical renewal patterns to create comprehensive risk indicators.
Step 4. Track revenue at risk by renewal timeframe.
Calculate total contract value at risk for each renewal period. Use SUMIFS formulas to show revenue exposure by timeframe: `=SUMIFS(ContractValue, DaysToRenewal, “<=30")` for 30-day revenue risk calculations.
Step 5. Set up automated alerts for high-risk accounts.
Configure Coefficient’s Slack or email alerts when accounts move into high-risk categories based on your scoring criteria. Create visual risk indicators using conditional formatting to highlight accounts requiring immediate attention.
Prevent churn with proactive renewal tracking
The right renewal dashboard metrics help you identify at-risk accounts early and take action before contracts expire. Start building your comprehensive renewal tracking system with Coefficient today.
