Digital product
Upsell & Renewal Tracker
Every account's renewal date, health and expansion potential, turned into the two numbers a board asks for: gross and net revenue retention, and the revenue genuinely at risk in the next ninety days.
xlsx· v2.0· 101.2 KB
What you’ll get
- Log every account on Accounts with its value, renewal date and health.
- Retention computes gross and net revenue retention from your own book.
- Timeline shows what renews in the next ninety days and what it is worth.
- Diagnostics tells you whether you have a retention problem or an expansion one.
- 12 tabs, including a live dashboard, a diagnostics read-out and benchmarks
- Excel workbook with every formula visible and unlocked inputs, so you can change anything
- Worked examples built in: five filled scenarios you can switch between and edit
- Yours to keep. Works offline, no subscription, no account needed to open it
