---
title: "Recipe: Deal board for 'Renewals'"
slug: "recipe-deal-board-for-renewals"
updated: 2026-01-07T10:28:17Z
published: 2026-01-07T10:28:17Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Recipe: Deal board for 'Renewals'

> **Who can use this**: Any team member
> 
> **Available on**: Gong Foundation
> 
> **Ideal for**: Sales manager

> **Where to go:**Revenue > Deals

Stay on top of your team’s renewals by creating a deal board to see all account activity in one place. Use this deal board to get a pulse on your most important renewals and ensure that you can step in to help an account that may be at risk.

![Renewals board example](https://cdn.us.document360.io/2837c190-3ec8-4120-9116-6d427e774667/Images/Documentation/24860862675725.png)

Follow this recipe to set up your own deal board showing renewals. We recommend that you [build the deal board](https://app.gong.io/deals/boards/create) while you follow the recipe. You can modify the recipe to fit your needs. This recipe goes over the key differentiators for setting up a renewals board. Full instructions on creating a deal board are [here](/v1/docs/set-up-create-a-deal-board).

> [!NOTE]
> **Note**:
> 
> You may not have all of the CRM fields we mention available to you. It depends on how your organization has set up your CRM and [which fields are being imported into Gong](/v1/docs/set-import-of-salesforce-fields). If you’re missing a field, get started with the fields that you have, and get in touch with your Gong admin for help. You can add fields to a board at any time.

## Step 1 - Filter to see the right opportunities

1. In the **Create new board** > **Filters** section, select the CRM field you use for **Deal status** and set the value to **Open**.
2. Create a filter for **Opportunity type** set to **Renewal** and/or **Upsell**.
3. Create a filter for **Account health** set to **Red** and **Yellow**.

## Step 2 - Customize board columns

Add columns that give you a snapshot of the account status. In the **Columns** section, set up the following columns:

- Amount
- Close Date
- Next Call
- Warning
- Stage
- Account Health
- Opportunity Owner
- CSM

## Step 3 - Configure warnings

In the **Warnings** section, set the following:

- No activity for **10** days
  - Set your activity warning based on SLAs and expected account activity.
- No response on the prospect side for **3** days
  - Ensure your customers are not going dark just before the renewal is complete.
- Close date in the past
  - Stay on top of lapsed contracts or bad CRM hygiene.
- Only **2** or less active prospects for **15** days
  - Make sure the rep is engaging multiple people and teams in the renewal process
- No **Vice President** level or above active on the prospect side for **30** days before close date
  - Set this criterion based on internal executive requirements or SLAs for leadership engagement.
  - Depending on the renewal size, you will want to ensure your team engages executive leadership well in advance of the renewal, so determine these parameters and executive level accordingly.

## Step 4 - Subscribe your team to the board

Make sure your sales team is up to date with what's happening on their swing deals, and give them a nudge to keep moving those deals forward, by making sure they get a weekly email digest tailored to them.

In the **Digest** section > **Subscribers** tab, pick the teams that should get this mail.

## Step 5 - Send updates to stakeholders

Make sure key stakeholders stay on top of these deals too by them up for a weekly summary of the board. Some people you may want to include are your Customer Success leadership and managers.

In the **Digest** section > **Observers** tab, pick the relevant stakeholders and pick the team(s) they should see it for.

## Step 6 - Set the board to show deals closing this and/or next quarter

When sharing this board with others either copy the URL, or ask them to make sure they're looking at closing this quarter and/or closing this month.

On the **Renewals** deal board, set the time period to **Closing this quarter** and/or **Closing next quarter**.

Any team member can access this feature if they have the required permissions.

Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).

A team member who manages a team of sales reps.