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Last Updated: 2025-09-19
Example: Track and Customize Upcoming Renewal Notices

Example: Track and Customize Upcoming Renewal Notices

This example illustrates how to use the Renewal Notice Date dashboard to identify agreements with upcoming renewal notice periods and customize the displayed date ranges.
You want to proactively manage your organization's agreements by tracking upcoming renewal notice periods. To support this, you need to identify agreements that require manual renewal, focus on those expiring in the next 6 months, and analyze the volume of such agreements by month.
  • Enable access to dashboards.
  • Upload agreements with renewal notice dates to populate the dashboard.
  • Verify data is available for the relevant time periods.
  • Link agreement data to the dashboard.
  1. Click
    Dashboards
    .
  2. Click the
    Expirations
     tab.
    Contract Management and Document Intelligence displays these charts by default:
    • Renewal Notice Date
       , where you can view the number of agreements requiring notice by month.
    • Renewal Type
       , where you can view a breakdown of automatic, manual, and option to renew agreements.
    • Upcoming Expiration Date
       , where you can view the number of agreements expiring by month.
  3. Click
    Edit Query
    .
  4. We automatically populate the advanced queries with
    Upcoming Expiration Date in the next 1 year
     and
    Renewal Notice Date in the next 1 year
     filters.
  5. On the
    Upcoming Expiration Date
     filter, select
    In the next
    ,
    6
    , and
    Month
    .
  6. Click
    Add Section
    .
  7. From the
    Operational Information
     section, drag and drop
    Renewal Type
     to the newly added section.
  8. On the
    Renewal Type
     filter, select
    Is equal to
     and
    Manual
    .
  9. Click
    Apply
     .
We can now view upcoming manual renewal agreements expiring in the next 6 months on the Expirations dashboard and analyze their monthly volume, helping you stay ahead of key renewal notice periods.