Analytics dashboard

The Analytics page shows where your money goes across all your supplier contracts, and what is coming up for renewal.

Before you start

Analytics appears once you have at least 3 reviewed contracts. The basic figures and charts are on every plan. The Advanced Analytics charts need Starter or above.

Overview

Open Analytics from the main menu. At the top you see four figures:

Annualised vendor spend: what your active contracts cost per year. A monthly contract counts as twelve months of its price.
Active vendor contracts: how many contracts are running.
Avg Contract Value: the average yearly value per active contract.
Upcoming Renewals: how many contracts are due in the next 90 days.

Below them, on every plan, are two charts: Spend Over Time and Spend by Category (your spend grouped by tag). Use the date control to show the last 3, 6 or 12 months, or all time.

If you have contracts in more than one currency, Renewly shows each currency separately. It never adds pounds and dollars together. Contracts with no value, no currency or an unknown billing period are left out of the totals, and a note under the figure says how many.

Portfolio health score

The Portfolio Health card sits on your main dashboard (the Overview page), not on the Analytics page. It gives your contracts a grade from A to F. It is included on Starter plans and above.

How it's calculated

Renewly scores your contracts from 0 to 100 using four things:

Upcoming end dates (30%): how many contracts are ending soon.
Risks (30%): how many critical, high and medium risks your contracts carry.
Spread of spend (20%): how much of your spend sits in your 3 biggest contracts.
Auto-renewals and review (20%): how many contracts renew on their own, and how many are still waiting for a person to check them.

Score ranges

A (90 to 100): excellent
B (80 to 89): good
C (70 to 79): fair, worth a look
D (60 to 69): poor, action recommended
F (below 60): several contracts need attention

How to improve your score

Plan renewals early: decide on renewals well before their dates.
Check auto-renewals: make sure each contract that renews on its own is one you want.
Fill in missing details: add values and dates where Renewly could not find them.

Value at risk (VAR)

The Value at Risk card is also on your main dashboard, on Starter plans and above. It shows the yearly value of your contracts that have at least one unresolved high or critical risk.

What it means

It answers the question: how much money sits in contracts with serious open problems? Click the card to see those contracts in your list.

Only contracts that bill on a regular cycle count. One-off and usage-based contracts are left out.
Each currency is shown separately.
A contract stays in this figure while any high or critical risk is unresolved.

Auto-renewal liability

Contracts that are about to renew on their own are not part of Value at Risk. They have their own place on the dashboard: the Auto-renewal traps card.

A high Value at Risk is not always bad. It means you have important decisions to make. Use it to plan which contracts to review first.

Vendor analysis

On Starter plans and above, the Advanced Analytics section adds supplier charts:

Top Vendors

Your suppliers ranked by total contract value.
Shows where most of your money goes.

Vendor Concentration

A block chart of yearly spend per supplier, one per currency.
Large blocks show suppliers you depend on heavily.

Renewal Flow and Renewal Density

Renewal Flow follows your contracts from how they bill, through their notice period, to what happens at the end.
Renewal Density shows which of the next 12 months are busiest for renewals.

Tag analytics

Tags show how your contracts split across categories you choose.

Popular Tags

Your most used tags (Starter and above).
Helps you spot tags to merge or tidy up.

Spend by Category

Your spend grouped by tag (every plan).
Click a category to see its contracts.

Tag strategy

Use the same tags every time to get useful charts. Good ways to tag: by team (IT, Finance, HR), by type (Software, Services) or by priority (Critical, Standard).

Costs per department

If your workspace uses departments, Advanced Analytics includes Costs per Department: the yearly spend for each department. A contract shared by two departments counts in full for each of them.

Contract trends

Spend Over Time shows how the yearly value of your active contracts has changed, month by month, over the period you choose.

What the chart shows

The total yearly value of contracts that were active in each month.
Contracts added and contracts that ended in each month are included in the exported report.

What to look for

Sudden rises: new commitments you may want to check.
Busy months: many contracts ending or renewing at once.
Yearly patterns: many firms renew at the end of their financial year.

Risk distribution

On Starter plans and above, Risk Distribution shows the risks Renewly found, by how serious they are, grouped by the month each contract was added.

Risk levels

Low: minor points or standard wording.
Medium: worth reviewing.
High and Critical: serious issues to deal with soon.

What it tells you

Whether newer contracts carry more or fewer risks than older ones.
Which months brought in the riskiest contracts.

Minimum requirements

At least 3 reviewed contracts: fewer than that is not enough to chart.
Finished reading: Renewly must have finished reading each contract, and you must have reviewed it.
Advanced Analytics: Starter plan or above. On the Free plan this section shows an Unlock with Starter link.

If the Analytics page shows an empty screen, check that at least 3 of your contracts have been reviewed.

Interpreting insights

For budgeting

Use Upcoming Renewals and Renewal Density to see when money will be needed.
Use Top Vendors and Vendor Concentration to find suppliers you could combine or renegotiate.

For managing risk

Start with the contracts behind your Value at Risk figure.
Use your Portfolio Health grade to see how much attention your contracts need.
Keep an eye on the Auto-renewal traps card to avoid unwanted renewals.

For keeping things tidy

Use Popular Tags and Spend by Category to check your contracts are tagged well.
Use busy months to plan who reviews what, and when.

Refreshing analytics

The figures come from your contracts as they are when the page loads.
After you add, edit or delete contracts, click Refresh data or reload the page.
Charts that cover past months fill in as you add more contracts over time.

Exporting analytics data

On the Analytics page, click Export Report.
Choose Export as CSV for a spreadsheet file, or Export as PDF for a printable report.

The PDF export asks you to confirm your identity with a passkey or authenticator app first. To export the underlying contract list instead, use Export on the Contracts page (Starter and above).