I have a question about creating a report/graph that shows renewal progress throughout the year. I'd like to create a visualization of how many customers renewed and or termed over time? I currently have a report on upcoming renewals in the next quarter but would like to create a report that shows of the total amount of clients up for renewal, how many successfully renewed versus did not renew.
Also, I'd like to create a visualization of how many annual client meetings have been completed over time and how many are scheduled in the future?
I hope these questions make sense.
Thanks in advance,