Lesson 47 · Customer success
See which contracts need you
Renewals, risk, and contract details.
You’ll be able to
- See every contract and renewal in one list
- Filter to the contracts at risk
- Check a contract's terms and dates
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Transcript
Contracts puts every customer contract in one list, so you can see what renews soon and what's at risk.
In Success, open Health, then Contracts. The top row counts all contracts, the active ones, and the ones expiring within thirty days.
Contracts come from Salesbricks and Stripe. When both bill the same customer, they merge into one row.
Each row shows the status, the monthly and yearly revenue, and the days left until renewal.
To find the ones that need you, open All risk levels, and pick Critical and At risk.
Risk comes from the account's health score. Without one, a past due bill counts as critical, and a renewal within thirty days as at risk.
Click a contract to see its details. This one is past due, ends in fourteen days, and won't renew on its own.
Contract details also list the product, the billing cycle, the contract value, and the start and end dates.
Next up, Enrichment.
