The Renewals Panel
The Renewals panel answers a single question: of the contracts that reached their end this year, how many were renewed? Three numbers at the top — how many renewals, at what rate, for what value — and the same reading member by member underneath.
Where it is and who sees it
It is the last section of the Dashboard: scroll all the way down, below the Commission Details.
Everyone sees it, each on their own perimeter:
- an admin sees the whole agency;
- a member only sees the clients they already see elsewhere (the ones where they are setter, closer or PM);
- a sales manager also sees their team’s.
The year selector
At the top right of the card sits the Year dropdown. It lists only the years that have data (contracts renewed or contracts started), most recent first: if a year is not there, there is nothing to read for it. It opens on the current year, or on the most recent one available.
The three cards
- Renewals this year — how many contracts were renewed in the chosen year.
- Renewal rate — the percentage, rounded to a whole number. When there is nothing to work out you read —, not “0%”: no renewals and no expirations is not a zero, it is an absence of data.
- Renewed value — the sum of the contracts born from those renewals, in the agency’s base currency (amounts in other currencies are converted).
Right below, one line sums up the two numbers behind the rate: “8 renewed · 2 expired without renewal”.
The per-member table
Under the cards, one row per person: Member, Renewals this year, Expired without renewal, Renewal rate, Renewed value. Whoever has the most renewals comes first, then whoever has the most expirations.
- Each renewal goes to one person only, the one responsible for it: whoever sent the renewal contract; if no contract was sent (or the sender is no longer on the team), the closer of the new contract. The renewed value goes to the same person.
- Each contract that expired without renewal goes to the closer of the expired contract.
- Setters and PMs do not get renewals or expirations just for being on the contract: they only appear if they sent the renewal contract or are the closer.
- A renewal or expiration with nobody responsible (no contract sent and no closer) counts in the totals at the top but on no row: that is why the sum of the column can be lower than the total, never higher.
- With nothing to show you read “No renewals or expirations in this year”.
How renewals and expirations are counted
A renewal is one row of a client’s contract history, and its date is the day the previous contract was archived: that is, the day the renewal was done. If a client renews twice in a year, it counts twice.
A renewal recorded as a new contract with the Renewal checkbox ticked also counts, when the client has no rows in the contract history: it counts as a renewal done on the contract’s start day, with its value and its closer. If the history exists, the checkbox adds nothing: the renewals are already the history rows.
The value comes from the new contract, not from the archived one: the value of the renewal is the one of the new terms, not the old. The fallback closer is also the one of the new contract: whoever closed the contract that ends may not be the one who closed the contract that begins.
Which sent contract decides who is responsible: a contract sent for signature to the client (not the one from the initial sale, which starts from the lead), sent after the start of the contract that ends and no later than the day of the renewal. For a renewal recorded with the checkbox, any contract sent up to the start day counts. If there is more than one, the most recent signed one wins; if none is signed, the most recent one anyway, even if cancelled: whoever sent it worked on the renewal. What counts is who sent the contract, not who pressed “Renew” in the app.
Luca sends the renewal contract on 14/10, the client signs it on 20/10 and on 23/10 a colleague carries out the renewal from the Renewals page. The renewal, and its value, go to Luca.
“Expired without renewal” is not a box someone ticks: it is worked out. A contract lands there when its effective expiry — the one that takes pauses into account, the same one you see under Renewals — falls in the chosen year, has already passed, and no renewal happened from that date on. Failed trials do not count: they are not contracts that ended badly, they are contracts that never started.
Renewal rate = renewals ÷ (renewals + expired without renewal). In 2026 you renewed 8 contracts and saw 2 expire without a renewal: 8 ÷ (8 + 2) = 80%. Contracts still running are not part of the calculation: they join it the day after they expire, renewed or not.
The client form has a Renewal checkbox. If the client has no rows in the contract history, ticking it makes their contract count as a renewal (in the year it starts). If the history exists, the panel counts the renewals carried out from the Renewals page and the checkbox changes nothing. When you can, renew from the Renewals page: the history also keeps the contract that came before.
Why the “Renewal” badge is no longer in the lists
The Renewal badge next to the client name has been removed from the Payments table, from the Clients list and from the header of the client detail page: in a list it said little and took up room next to information you need every day.
It stays where it means something precise: in the contract history of the client page, on the row of the current contract, where you read it together with what came before. And renewals, as numbers, are read here.