Overview
The Risk & Renewals dashboard gives you a focused view of contracts approaching expiry, contracts that have already expired without renewal, and the overall renewal health of your portfolio.
It helps you prioritise outreach, identify high-risk templates, and take timely action before contracts lapse — supported by AI insights on every widget.
Key Metrics
At the top of the dashboard, six summary cards give you an immediate view of expiry and renewal status across your portfolio:
Expiring 0–30 Days — Contracts expiring within the next 30 days, shown as a percentage of your portfolio.
Expiring 31–90 Days — Contracts expiring within the next 31 to 90 days, shown as a percentage of your portfolio.
Expiring 91–180 Days — Contracts expiring within the next 91 to 180 days, shown as a percentage of your portfolio.
Expiring 181–365 Days — Contracts expiring within the next 181 to 365 days, shown as a percentage of your portfolio.
Total Expired (Unrenewed) — Total contracts that have passed their expiry date without being renewed, shown as a percentage of your portfolio.
Renewal Rate — Percentage of contracts renewed versus those that expired or were terminated.
Expiry Distribution by Template Type
This section ranks templates by the number of contracts due to expire in the next 30 days. It helps you identify which template categories are creating the most immediate renewal risk so you can start targeted outreach early.
AI insights in this section help you:
Flag the total number of contracts falling into the next 30-day expiry window.
Identify templates where near-term expiries are clustered.
Expired by Age Bucket
This bar chart shows the distribution of expired contracts by how long ago they expired, across buckets of 0–3 months, 3–6 months, 6–9 months, and more than 9 months.
It helps you understand whether expired contracts are recent or have been lapsed for a long time, and prioritise accordingly.
AI insights in this section help you:
Identify how many contracts expired within the last 3 months with no renewal.
Get a total count of expired contracts represented in the chart.
Expired Contracts by Template
This chart shows expired-stage contract concentration by template type. It helps you identify which templates are generating the most expired contracts so you can review whether they need auto-renewal clauses or earlier reminder triggers.
AI insights in this section help you:
Identify the template accounting for the highest share of expired contracts.
See how many templates are represented in the current view.
Portfolio Age Distribution
This bar chart shows the age profile of active contracts currently in your portfolio, across buckets of 0–3 months, 3–6 months, 6–9 months, 9–12 months, and more than 1 year.
It helps you understand the maturity distribution of your active portfolio and assign renewal plans to older contracts before they become a risk.
AI insights in this section help you:
See the total number of active contracts included in the age profile.
Contracts Requiring Renewal Action
This table lists contracts with upcoming expiries in the next 90 days, sorted by urgency and operational priority. Each row shows the contract name, template, counterparty, expiry date, days left, owner, and priority.
It gives you a ready-to-act list so you can start with the highest-priority contracts and the owners carrying the largest near-term workload.
AI insights in this section help you:
Confirm the total number of contracts currently needing renewal action in the filtered view.
Actions You Can Take
Using the Risk & Renewals dashboard, you can:
Identify contracts expiring in the next 30, 90, and 365 days and initiate timely outreach.
Prioritise recently expired contracts for counterparty follow-up or termination documentation.
Review high-churn templates and add auto-renewal clauses or earlier reminder triggers.
Assign renewal plans to older active contracts to avoid sudden risk spikes.
Use the renewal action table to delegate tasks to the right owners before deadlines pass.
Conclusion
The Risk & Renewals dashboard gives you a structured, forward-looking view of expiry risk and renewal health across your portfolio. With AI-powered insights surfaced at every widget, it helps you take targeted action before contracts lapse and maintain a healthier, better-managed portfolio.