Use Dashboard as the daily view

Click a KPI or chart to open the matching renewal list. Search from the top bar to jump to a renewal or vendor. Refresh is manual, or the page reloads about every 30 minutes while it stays open.

  1. Open Dashboard after sign-in.
  2. Set the time horizon so upcoming value, due counts, and charts match the period you are reviewing.
  3. Work Needs Attention first: overdue dates, cancellation windows, unacknowledged high-cost or near-term items, and auto-renew within 60 days.
  4. Use Readiness to find records missing an owner, date, cost, vendor, or other required detail.
  5. Open a renewal from the queue instead of tracking the same dates in a side spreadsheet.

Close the loop on the record

Acknowledge is not resolve. Overdue and cancellation windows stay until the dates or status change. Record Renew and start next period, Will not renew, or Mark ended when the decision is real.

  1. Use Mark as reviewed when you have looked at the record.
  2. Use Decision pending if review is underway. Use Review again in only when you need to hide it from Needs Attention for a short interval that does not cross a deadline.
  3. Record the outcome so Needs Attention can clear for the right reason.
  4. Use the Activity and History cards on the renewal to see what was already recorded.
Start tracking renewals