Renewal status
This report provides a summary listing your customers who have not renewed their contracts and whose contracts expire in the next 90 days.
Expiring contracts are noted by expiration dates:
Last 90, expiring in 0-15 days, 16-30 days, 31-60 days and 61-90 days.
If any service-related quotations have been generated for your customer, the number of quotations displays in the Quotations Last 90 Days column.
It is important to note that if a quotation shows for a customer it does not mean the quote has been sent to them. It only indicates a
quote has been generated and it is possible that it has not yet been sent (e-mail, mail, or fax).
What this report does not show include:
- renewed plans
- customers who have already renewed their service plan
- quotation dollar amounts
When to use this report
This report can be used to identify customers that have plans expiring in the next 90 days that have NOT renewed.
Variable entry: Initial selection criteria
There are no variable entry selections; however, you may filter the data in the report once it is displayed.
Fields within the report
| Channel Partners |
Your company name
|
Account
| The customer's Sage account ID and name. |
| Material | The maintenance or service product listed on the customer's renewal quotation. |
| Quotations Last 90 Days |
Renewal quotations which were generated through 90 days prior to yesterday's date. |
| Plan Expires 0-15 |
All contracts which expire between 1 and 15 days from yesterday's date. Customers who have renewed their contracts do not show on the report. |
| 16-30 |
All contracts which expire between 16 and 30 days from yesterday's date. Customers who have renewed their contracts do not show on the report. |
31-60
| All contracts which expire between 31 and 60 days from yesterday's date. Customers who have renewed their contracts do not show on the report. |
| 61-90 | All contracts which expire between 61 and 90 days from yesterday's date. Customers who have renewed their contracts do not show on the report. |
Formatting tips for this report
To group customers for a specific plan together:
- Right-click the column label to sort by (for example: Plan Expires: 0-15 days)
- Select Sort from the menu.
- Select Sort in descending order
- The report will refresh with all of the customers matching this criteria at the top of the list.
