Tracking upcoming renewals

Overview

Tracking the renewal date of SaaS contracts is crucial for effective financial planning, service continuity, and compliance. Spendflo simplifies this process by providing a centralized dashboard where you can easily monitor and manage all your upcoming vendor renewals in both list and calendar formats.

Viewing Upcoming Renewals

Follow these steps to access and track your upcoming renewals:

1. Begin by clicking on Vendor Management in the top navigation menu to open the dropdown options.

    

   

    

2. From the dropdown menu, select Renewals to access the renewals dashboard. By default, this will display your upcoming renewals in a list format.

    

   

    

3. To visualize your renewal deadlines on a calendar, click the Calendar View toggle icon located on the right side of the screen, just above the table.

    

   

    

4. In the calendar view, you can click on any specific renewal event (for example, the Slack renewal) to open a popover that displays a quick summary of the contract, including value, dates, and auto-renew status.

    

   

    

5. To access comprehensive information and manage the specific contract, click the View Details button located at the bottom of the summary popover.

    

   
6. A new page will open, where you can choose to renew the contract or mark it as ‘Will Not Renew’ to proceed with closure

Next Steps

Now that you know how to track your upcoming renewals, you can proactively prepare negotiation strategies or evaluate vendor performance ahead of renewal discussions. For more details on managing agreements, explore our comprehensive guides on vendor management.