👑 Dashboard Queen Case Study
The Renewal Engine
How Salesforce stopped contracts from slipping through the cracks and turned renewals into a predictable revenue process.
How It Worked
How Salesforce turned manual renewals into a predictable process.
Situation
Customer contracts expired every month, but renewal tracking was managed through spreadsheets, Outlook reminders, and individual account manager processes.
Task
Create a scalable Salesforce process that surfaced upcoming renewals early and gave leadership visibility into future revenue.
Action
Built a Salesforce Flow that automatically created Renewal Opportunities 120 days before contract expiration, assigned ownership, triggered notifications, and supported reporting.
Result
Renewals became predictable, measurable, and easier to manage across the organization.
What I Built
Automation that protected existing revenue.
Auto-Created Renewals
Renewal Opportunities created automatically 120 days before contract expiration.
Owner Assignment
Renewals routed to the right Account Manager or CSM without manual handoff.
Proactive Alerts
Automated reminders kept the team ahead of renewal conversations.
Renewal Forecasting
Leadership could see upcoming renewal revenue months in advance.
The Result
120 Days Earlier
Instead of reacting to expiring contracts, the team could proactively manage customer conversations, identify risks earlier, and forecast renewal revenue with confidence.
Dashboard Queen Takeaway
Revenue growth is important.
Revenue retention is essential.
The cheapest customer to acquire is the one you already have.
Good RevOps is not only about creating pipeline. It is also about protecting the revenue that already exists.
Need a better renewal process?
Let’s turn renewals into a predictable revenue engine.
If contracts are still tracked through spreadsheets, Outlook reminders, or tribal knowledge, there is a better way.
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