Newenz

Where renewal revenue stands, what is exposed, and what to do about it first.

Renewals by month, next 12 months

ARR by contract end date. Amber has no opportunity against it yet.

Has an opportunityNo opportunity

What the data says

Worked out from the loaded records by fixed rules, most urgent first.

Open pipeline by stage

The accounts that need a person this week, in the order to work them. Everything not listed here is on track.

Renewals

Every renewal from 90 days back to 12 months ahead, where it stands, and what happened to the ones that closed. Select a status or month to narrow the list.

Account	Ends	Yearly value	Status	Next step	Last contact	Owner	Health

Retention so far

Counted on the contract end date, not the close date: what is due this quarter and how much of it is safe.

Forecast call

Moved since last week

Renewals due this quarter

Account	Ends	Renewing ARR	Forecast	Stage	Category	Health	Next step

An increase only applies if the customer is told in time. This plans each notice against its deadline and shows what is lost when one is missed.

Standard increase% a year. At-risk accounts are held at 0%, watch accounts get half, and contract caps are respected.

Account	Ends	Notice by	Current ARR	Contract cap	Increase %	New ARR	Status

Contract register

Account	Product	Start	End	Renews	Notice	Increase cap	ARR	CSM	Status

Activity

Log what happened with a customer by typing or speaking. The latest contact feeds the weekly queue, account health and the forecast.

Load the Salesforce report

Takes a Salesforce opportunity pipeline report as .xlsx, .csv or tab-separated text. The title and filter rows above the headers are skipped. The file is read in this browser and goes nowhere else. Select this year's and last year's reports together to see the renewals due now: a contract won last year renews this year.

Replace account names with made-up ones Replace owner and co-owner names too Replace product, brand and record type names

With names replaced, opportunity names, opportunity IDs and the free-text step notes are replaced as well, since those can contain a customer's name.

Load one or more files

What the report does not contain

The pipeline report lists opportunities, not contracts. Until these fields are added to the export, the tool estimates them and marks them as estimated.

Contract end dateEstimated as 12 months after the last win or price increase
Auto-renew flagAssumed yes
Notice periodAssumed 30 days
Price increase capUnknown
Platform usageHealth uses last activity only

How each report column is used

Report column	Used for
Opportunity Owner, Co-Owner	Whose queue and forecast the account sits in
Opportunity Record Type	Separates renewals from growth opportunities
Opportunity Type	COLA - Price Increase rows feed the price increase tracker
Account Name	Groups contracts and opportunities by customer
Close Date, Revenue Start Date	Renewal date and estimated contract term
Stage, Forecast Category	Forecast position: closed, commit, best case, pipeline
Annualized Revenue (12 Months)	ARR up for renewal and forecast amount
Opportunity Steps, last and next 14 days	Finds renewals that have gone quiet
Last Activity date, Stage Duration	Health signal and stuck-deal check
Opportunity ID	Key for writing changes back to Salesforce

Version history

3.3.1, 2 October 2026Hosted edition connected to the live Newenz project. No change to features.
3.3, 2 October 2026Renewals tab: one tracker for every renewal with its status, next step and last contact. Record the result of a renewal with the new value and a reason for any loss. Retention by month and the reasons value was lost.
3.2, 2 October 2026Customer page for each account. Health score out of 100 with its four parts shown. Tasks from three built-in playbooks (renewal, price notice, risk raised) that close themselves when the work is done, plus tasks added by hand. Tasks due appear first in the weekly view.
3.1, 2 October 2026Activity tab: log calls, meetings, emails and notes by typing, dictating or recording a voice note. Timeline per account. Suggested updates from the wording of a note. Latest contact feeds health, the weekly queue and the forecast.
3.0, 2 October 2026Hosted edition: sign-in, two-step login, company workspaces with roles, invitations, saved data and changes, audit trail, idle sign-out. The single-file edition is unchanged in function.
2.7, 2 October 2026Renamed Newenz, with "Renewal intelligence for customer success" as the descriptor. No functional changes.
2.6, 2 October 2026Renamed Renewal Intelligence (RI), with an RI mark in the header. No functional changes.
2.5, 2 October 2026Renamed RenewGenz. Company and product references removed. Sample data made generic. Option to replace product, brand and record type names on load. Version number and this list added.
2.4Dashboard with findings, 12-month renewal chart, pipeline by stage and owner scorecard.
2.3Import matched to the real report: price increase rows as the renewal record, Upside category, several files at once.
2.2Download of a scrambled copy; opportunity IDs and step notes replaced.
2.1Customer success workspace: weekly queue, forecast and roll-up, price increases, contract register, report import.
1.0First prototype: renewal lines, six-month chart, suppliers, account managers.