Customer Renewal Risk Dashboard

Problem

Customer success teams often need to track renewal status, expected amount, follow-up timing, and churn reasons across multiple product lines. When these details live in spreadsheets, chat threads, and meeting notes, it is easy to lose consistency, miss at-risk accounts, or create inconsistent product line labels during review.

How It Works

The skill provides an interactive dashboard built with React + TypeScript + Vite. The core record is a customer renewal entry, with fields such as customer name, product line, renewal status, expected base renewal amount, follow-up time, renewal intent, and reduction / delay / churn reason.

Key capabilities:
- Status and intent tracking: covers states such as renewed, pending renewal, in renewal, and churned, and records intents like expected to renew on time, renewal at risk, and expected churn.
- Custom product lines: product line names are not a fixed list; they can be entered directly in the edit form. The app derives a stable color from the name and automatically includes the line in filters and statistics.
- Filtering and drill-down: entries can be filtered by product line, month, status, and intent; clicking a product line card opens the account details under that line.
- Local persistence: changes are stored in browser localStorage, making it practical for maintaining a local renewal risk register.

Boundaries

It is useful for customer success, sales operations, or solution teams that need to continuously update renewal risk information. Because the data is stored locally in the browser, it is better treated as a local working board. Multi-user collaboration, cross-device sync, permissioning, or audit trails would require additional shared storage or backend services.