Self-assessment

Renewal Health Scorecard

Score each of the six dimensions from 0 to 3, pick the line that matches your reality. Your grade updates as you go. Be honest, the grade is for you.

1

Renewal visibility

0: You find out a renewal was due when the customer tells you.

3: Every future renewal exists as a pipeline deal today, visible by quarter, with at-risk flags.

2

Renewal deal creation

0: Renewals are rebuilt by hand from memory.

3: Renewal deals create themselves: right pipeline, right date, right owner, every time.

3

Line items

0: Renewal amounts are typed in as a single number.

3: Line items carry over exactly, terms and dates correct, untouched by hand.

4

Escalations and uplifts

0: What escalation clauses?

3: Uplifts are data, applied to line items by rules at renewal creation.

5

Multi-year chains

0: Multi-year contracts are tracked outside the CRM entirely.

3: Chains renew indefinitely without intervention.

6

Revenue reporting

0: Renewal revenue is assembled in a spreadsheet at quarter end.

3: NRR, GRR, and renewal rate are live, correct, and quoted to the board without caveats.

Your score
0 / 18