Renewal Dashboard in Salesforce
CSM practice certified Salesforce consultants can help you leverage your Opportunity Products and Revenue Schedules to empower your team to track your renewals in a more efficient manner and create better visibility to your renewal forecast.
Our Salesforce specialists will work with you and your customer success team to allow you to track all of your renewals and leverage all of the Sales Cloud functionality (pipeline, stages, reporting, dashboards, etc.) for your Customer Success team.
Our services include building renewal dashboards that provide you visibility to:
- Renewal trends
- Churn rate
- Lifetime value
- Monthly recurring revenue
- Annual contract value, and more.