Renewals due
Service schedules reaching their review date, and how much notice each renewal wants.
The question it answers: what is coming up for renewal, and when do we need to start?
Notice is the useful column
Each renewal has a notice period: how long before the date the conversation has to begin. A renewal due in six weeks with eight weeks of notice is already late.
Work this report backwards from the notice column rather than forwards from the date. The date is when it ends; the notice is when you have to act.
Common questions
A client is missing. Renewals come from recurring service schedules. A one-off engagement has nothing to renew and does not appear.
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