Free Resource
SaaS Renewal Forecasting Template
A free Excel spreadsheet for tracking vendor contract renewals, notice window deadlines, and auto-renewal risk. Built for procurement managers and finance teams at 50–500 person companies.
Download Free (.xlsx)No email required. Works in Excel and Google Sheets.
What's in the template
Sheet 1
Contract Register
- ✓18 columns: vendor, type, owner, value, dates
- ✓Auto-calculated notice deadline
- ✓Days-to-deadline counter (updates daily)
- ✓Status: ACTIVE / DUE SOON / URGENT / EXPIRED
- ✓Risk level: HIGH / MEDIUM / LOW
- ✓UK financial year (Apr–Mar) assignment
- ✓Dropdown validation on all key fields
- ✓Conditional colour coding throughout
Sheet 2
Renewal Calendar
- ✓12-month rolling view from today
- ✓Shows contract value in expiry month
- ✓Totals row per month — plan your renewal budget
- ✓Auto-linked from Contract Register
- ✓No manual updates needed
Sheet 3
Summary Dashboard
- ✓Total active contracts
- ✓Total annual vendor spend
- ✓Contracts with auto-renewal clauses
- ✓URGENT and DUE SOON counts
- ✓Value at risk (high-risk contracts)
- ✓Spend breakdown by category
- ✓All figures pull automatically
Who it's for
Procurement Managers
Tracking 50+ vendor contracts in a spreadsheet that nobody updates. This one updates itself.
Finance Managers
Finance asked for total vendor spend and it took three days. The dashboard gives you an answer in three seconds.
IT Managers
SaaS sprawl. 40 tools, half on auto-renewal. The register flags every auto-renewal clause.
Office / Operations Managers
You own the vendor relationships but have no system. This is the system.
Want this done automatically?
Renewly extracts renewal dates, notice windows, and auto-renewal clauses from your vendor contract PDFs automatically — in under 10 seconds per contract. No copy-paste, no manual entry.
Free for up to 5 vendor contracts. Pro from $99/month.