Contract Renewal Insights

You can now see contract renewal insights on the Account 360 Overview tab. These insights indicate that an account has one or more service contracts that have expired or are expiring soon. These insights are triggered by the existence of opportunity records with the opportunity type of RENEW.

Contract renewal insights help you identify service contracts that are expiring soon or have expired so you can take proactive measures to engage with your customer about renewing the contract or making changes that will better meet their business needs.

Steps to Enable

To enable this feature, complete these steps:

1. Set profile options associated with your insight types.
2. Create opportunities with the Type field set to RENEW.

• See Setting Profile Options for additional information about this setup. 

Tips And Considerations

Implementers can customize the solution to automate the creation of opportunity records that meet the criteria to display a contract renewal Insight.

Key Resources

• For more information about the Contract Renewal Insights feature, see "Managing Insights" in the Oracle Utilities Key Account Manager Experience User Guide.