What to put in a renewals extract before you brief a chart studio
A practical field checklist for billing and CRM exports so cohort and lag charts do not stall mid-build.
Chart work stalls when extracts miss tenure or cancellation timing. Use this checklist before you send a brief.
Minimum fields
- Member or account identifier (pseudonymous is fine)
- Plan code and plan family label
- Join or first-bill date
- Latest renewal or anniversary date
- Status: active, cancelled, paused, pending save
- Cancellation notice date and effective end date (both, if you have them)
- Gross recurring amount and currency
Nice-to-haves
- Acquisition channel
- Region or branch
- Save-offer accepted (yes/no) and date
- Reason codes with a short glossary
Hygiene tips
Export one row per membership period when possible. Document mid-year plan renames. If a CRM migration scrambled tenure, say so in the brief — we will draw a hard rule on the charts rather than invent continuity.
Clean extracts are the fastest path to usable subscription renewal forecasting charts.