Customer renewal forecasting
Capture every renewal and expansion opportunity. Manage account growth proactively with stronger results. Forecast revenue with real-time analytics and health scoring—all from your customer success platform.
Improve forecasting and drive revenue and expansions
ChurnZero’s Renewal Hub is engineered to give CS teams an intuitive, authoritative way to track and predict key revenue metrics and growth opportunities over time within their CSP.
Unlike a CRM, its analytics incorporate ChurnZero’s health scores for greater accuracy. It also syncs with your CRM every 15 minutes, ensuring that you have the most current data for your forecasts.
CSMs, managers and leaders can filter, search, and sort revenue forecasts—in dollar figures—for up-for-renewal accounts, renewals, expansions, contractions, upsells, downsells, churn, GRR, NRR and churn
Compare open vs. closed renewals, upsells and downsells, with content explaining the ‘what’ and ‘why’ of every step so you can configure the most valuable reports that are most important to you.
Want to learn more?
“ChurnZero helps us with improved renewal forecasting; Increased efficiency and better account management; ability to marry product event data with proactive client outreach; and more sophisticated and predictable client health metrics for tracking and actioning upon.” – Mike S., via G2
How to use ChurnZero’s Renewal and Forecast Hub
Forecasting
Customize forecast categories and integrate ChurnScores into the report, so your whole team has a clear picture of where accounts stand for an accurate forecast prediction.
Revenue strategy
Prioritize opportunities, balance team resources, and identify and remediate risk proactively.
Updates
Keep track of weekly wins, losses and opportunities, and accurately adjust forecasts based on the latest data. See renewal data grouped by team members or other categories, and drill down to individual opportunities.
Opportunity management
Create, view, and manage opportunities for accounts. Leaders can review and assign open opportunities, opportunities forecast to close, overdue opportunities, and high-risk opportunities.
Performance reviews
Identify weekly, monthly, quarterly, and annual team or individual performance at any time. Review forecasts versus results for NRR, GRR, upsells, downsells, and more, and compare KPI progress to targeted goals.
“ChurnZero has an incredible platform that I have brought on and used across multiple CS teams! It allows managers to see across all clients, understand client health better, and allow for more standardization across serving clients and forecasting revenue. I can not speak more highly for the way that CZ plugs in easily to different team processes. ” – Jackie B, via G2
Why customer success teams love ChurnZero’s Renewal and Forecast Hub
Customer revenue leaders
get centralized renewal and expansion forecasting to align GTM teams and drive predictable revenue outcomes.
Customer success leaders
are viewing team and organizational performance, updating and monitor forecasts, analyzing current and past performance to refine strategies, and sharing up-to-date KPIs with leadership.
CSMs
are forecasting renewal and upsell opportunities, keeping track of personal renewal goals, and managing expansion opportunities.
Customer success management
are assigning and analyzing team opportunities, developing realistic targets, identifying revenue risk, and intervening on at-risk accounts or assigning them as tasks.
Spend more time on what matters most.
ChurnZero provides clear, immediate insight into what customers need and why—and our AI agents automate the follow-through—so your CS team can spend more time on strategy and relationships, and drive more recurring revenue.