Using the Dashboard

Use the Dashboard to easily see what renewals are coming up, and what stock you will need to auto-renew or manually extend those subscriptions.

To access the Dashboard, click Subscriptions / Dashboard. It shows:

  • Renewal stock details - shows current stock level product by product, and indicates the number of units of stock that are required to extend current customers for each product in the next 7, 14, 30, and 90 days.

    Highlighted numbers indicate there is currently no stock available.

  • Stock required for renewal - shows a customer subscription level view of subscriptions coming up for renewal, showing the customer, the product they are subscribed to that is coming up for renewal, the number of seats, and the current stock level available.

    You can filter this view to show subscriptions renewing / expiring in the next 7, 14, or 28 days.

    To show the details for a customer subscription (including the customer admin email address, and the current Auto-renew status), click the expansion arrow on the subscription.

    Highlighted numbers indicate there is currently no stock available.

By default, both tables show 5 rows per page. Click the dropdown below either table to display more or all rows.

To download the stock records to a .csv file, click above either of the tables.