- The central part of the Dashboard is “Renewals,” showing different timeframes for contract renewals (< 30 Days, 30-60 Days, 60-120 Days).
- Each renewal entry includes details such as:
- Name
- End Date
- Clients (number of clients involved)
- Value (financial value of the contract or subscription)
- Active Interactions (current level of activity or engagement)
- Score (a rating or priority score for the renewal).
- Users can filter data by specific timeframes (“Last 90 Days,” “60-120 Days”).
- The interface allows sorting columns such as Name, End Date, Clients, Value, Active Interactions, and Score.
- A search bar at the top allows users to search across all modules or specific sections of the CRM.
- There are “+” buttons next to each entry, which allows users to add notes, tasks, or additional details related to the renewal or client.