Find subscriptions and renewals

The Abonnementer page filters the same way every list page does: search by customer, and use the filter panel to narrow by status, product, owner, renewal date, or any custom field.

The two combinations worth saving as views:

• Renewing soon — status Aktiv plus a Fornyelsesdato inside the next quarter. This is the list that needs working before it becomes a churn number. Use a relative date rather than a fixed one so the view stays true as time passes.
• Auto-renewal off — agreements that will lapse on their own unless somebody acts. These are the quietest losses in the CRM, because nothing happens to draw attention to them.

For totals rather than lists — recurring revenue, revenue up for renewal, churn over a period — use a report. Counting rows on a filtered list gives you the number of agreements, not what they are worth, and the two answer different questions.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.