What This Is

This view shows subscriptions that are approaching their renewal date so you can take action before a renewal decision is made.

It helps you stay proactive instead of reacting after a customer has already cancelled or downgraded.

Why This Matters

Most churn happens at renewal.

Tracking renewals early helps you:

• Start conversations at the right time

• Reinforce value before decisions are locked in

• Reduce surprise cancellations

• Improve renewal and retention rates

Renewals are one of the most controllable moments in the customer lifecycle.

Where to Find It

Path: Dashboard → Revenue Intelligence → Subaccounts → Upcoming Renewals

Where to Find It

GoCSM monitors subscription renewal dates and flags accounts that are approaching renewal.

This gives you time to:

• Review account health

• Check product adoption and usage

• Address concerns before renewal decisions are finalized

Renewal data is synced nightly and reflects upcoming decision windows, not real-time billing changes.

What Upcoming Renewals Mean (and Don’t Mean)

• An upcoming renewal does not mean a customer will cancel

• It does not mean payment has failed

• It does mean attention and preparation are required

Treat renewals as an opportunity, not a warning.

How to Prioritize Renewals

Prioritize accounts that have:

• Low Health Status

• Low Product Adoption

• Declining revenue or margin

• Past payment issues

These signals combined indicate higher renewal risk.

Tips

• Review upcoming renewals weekly

• Assign clear ownership for renewal outreach

• Start conversations early, not days before renewal

Who Should Use This

• Customer Success Managers

• Account managers

• Agency owners

Related Articles

• Understand Revenue Churn and Risk

• Identify Revenue at Risk from Failed Payments

• Review Revenue at the Account Level

• How Revenue Data Impacts Customer Health