To find all subscriptions with an upcoming renewal in the next quarter just go to the sales section. Click the subscriptions tab and filter by the renewal date. If you want to see your customers subscriptions you can also filter by an account manager
Step 1. Go to subscriptions and filter them
- Go to the sales section and click the subscriptions tab
- Open the filters and select the renewal date. Choose next quarter.
- Select the account manager filter and select yourself
Step 2. Save the view
Click the save view button in the top left corner. The view is now saved with a dynamic filter and which saves you from doing the above steps again. The view will always show the subscriptions up for renewal in the upcoming quarter.
Bonus tip: Change the account manager filter to filter by logged in user. That way you can share the view with your colleagues which saves them the pain of doing this themselves.