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 each account with value, renewal date and health.
- Retention computes gross and net from your own book.
- Timeline shows the next ninety days of renewals.
- Diagnostics separates a retention problem from an expansion one.
- 12 tabs, with a dashboard, diagnostics and benchmarks
- Every formula visible, every input unlocked and editable
- Five worked examples built in, switchable and editable
- Yours to keep. Works offline, no account needed