Last updated: May 7, 2024
Manage upcoming client renewals, with insight into your clients' upcoming contract changes.
- In your HubSpot account, navigate to Partner > Dashboard.
- In the left sidebar menu, click Renewals. Here, you can view information on clients with upcoming renewals:
- Client: the client's domain.
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- Product renewals: the products the client owns and is about require a renewal decision.
- Renewal deadline: the last date for altering contract terms. This is 45 days before renewal start date.
- Current MRR: the current monthly recurring revenue.
- Renewal MRR: the renewal monthly recurring revenue.
- Company Owner: the company's owner.
- Success Owner: the Partner Development Manager in HubSpot.
- To view more details on the renewal, click the client's name. In the right panel:
- In the Renewals section, review the renewal date and renewal subscription.
- In the Client details section, review information about the client.
- To view the client's HubSpot account, hover over the client and click Actions > Open client portal.
