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Dashboard

Visual planning board for upcoming renewal workload and drill-down insights.

Renewal timeline

Workload by status

Due urgency buckets

Authentication

Renewal Workbench

Action queue for renewal operations. Status remains calculated by the system; workflow progress is tracked manually.

Add subscription

Customer
Equipment
Subscription details

Status is calculated from End date windows (Active → Quote → Invoice → Final Warning). Migrated overrides timing, and expired subscriptions without renewal become Churned.

Renew subscription

Update the renewal outcome for —.

Renewed creates the next term. Churned and migrated end this subscription on the effective date.

Renewal term

Manage renewals

Admin-only workflow for correcting or deleting renewal records.

Workflow history

Current renewal phase

Read-only workbench history for the current renewal phase only. This does not include prior renewal cycles.

Subscription details

Subscription information

Current term

Renewal history

Read-only history. Use Renew to add a new event; corrections are admin-only workflows.

Import subscriptions from CSV

Only creates new subscription rows. Empty rows are ignored.

No import run yet.