Renewal Forecast Tracker Template
$20.00
Put every renewal on one list, forecast it honestly, and find the gap while you still have time to close it.
Renewals don't start at zero. Your customer already bought, already deployed and already pays you, so a forecast that treats every renewal like a cold lead was never going to be honest. This tracker gives every renewal a starting probability that says nobody has worked it yet, and makes your team move it with evidence.
Every renewal starts in Pipeline at 30%, and the Flag column calls out anything still sitting there close to the date, past its date or behind on its next action. Six forecast categories, from Renewed to Churned, come with probabilities you can change once you know how accurate your team really is. The Summary tab rolls it all up by month, quarter, category, owner and risk level, and it's built to share with Sales and Finance, because they can only help you close a gap they can see. The guide gives you the agenda for a 30-minute weekly forecast meeting.
What's included
Renewal Forecast Tracker template in Excel, plus a make-a-copy link for Google Sheets
4 tabs: start here, settings, renewals and summary
6 editable forecast categories, a weighted forecast for every row and automatic flags for unworked and overdue renewals
Summary by month, quarter, category, owner and risk level, with a chart
A step-by-step PDF guide with a made-up worked example, a weekly forecast meeting agenda and the mistakes to avoid
A Steal This forecast hygiene check
Who it's for
CSMs, renewal managers and CS leaders who own a renewal number and have to defend it every week.
How it works
Digital download. Your files are ready right after checkout. Open the Excel file, or use the link included with your download to make your own copy in Google Sheets. No physical item will be shipped.
Bundle and save
This template is part of the Renewal and Retention Bundle: 10 templates for $99, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.
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