Renewal Calendar
Track upcoming contract renewals and expirations with the Renewal Calendar report.
The Renewal Calendar report helps you plan for upcoming contract renewals and expirations. Never miss a renewal deadline again.
Accessing the Renewal Calendar
- Go to Reports > Renewal Calendar
- View contracts by expiration date
- Filter and export as needed
Calendar Views
Timeline View
Visual timeline of upcoming expirations:
- Contracts shown on their expiration dates
- Color-coded by urgency
- Click to view contract details
List View
Table format for detailed planning:
| Column | Description |
|---|---|
| Contract | Name and counterparty |
| Type | Contract type |
| Expiration | End date |
| Notice Period | Required notice days |
| Notice Deadline | When to send notice |
| Auto-Renews | Yes/No |
| Value | Contract value |
The calendar calculates notice deadlines automatically based on the contract's renewal notice period. Contracts requiring action soon are highlighted.
Filtering Options
Narrow down the calendar:
- Time Range - Next 30, 60, 90 days, or custom
- Contract Type - Specific types only
- Workspace - Single or multiple workspaces
- Auto-Renewal - Only auto-renewing or all
- Value Range - Filter by contract value
Priority Indicators
Contracts are color-coded by urgency:
| Color | Meaning |
|---|---|
| Red | Past notice deadline |
| Orange | Notice deadline within 7 days |
| Yellow | Notice deadline within 30 days |
| Green | Plenty of time |
Export Options
Calendar Export (iCal)
Add renewal dates to your calendar:
- Click Export > iCal
- Open downloaded file
- Import to calendar app
- Renewal dates appear as events
PDF Report
Formatted list for stakeholders:
- Organized by month
- Includes key details
- Ready for distribution
Excel Export
For custom tracking:
- All contract data
- Calculations and dates
- Import to project management tools
Planning with the Calendar
Use the calendar for strategic planning:
- Review monthly - Check upcoming expirations
- Set reminders - Export critical dates
- Assign owners - Ensure coverage
- Track progress - Mark renewals as handled
Schedule a monthly review of the next 90 days to ensure adequate preparation time for negotiations.
Integration with AI Agents
The Renewal Calendar works with AI agents:
- Renewal Agent creates actions for flagged contracts
- Actions appear in your Action Queue
- Approve to send renewal notices