Engagement

Renewal Forecast Chart Pack

A fixed suite of subscription renewal forecasting charts with annotated drivers and a one-page finance briefing note.

Renewal Forecast Chart Pack
Format: Commissioned chart pack + briefing note Timeline: 10–15 working days after clean data receipt Delivery: Remote delivery UK-wide; optional Edinburgh review meeting From £2,400 per pack

Who this is for

Subscription operators — publishers, membership organisations, and recurring-revenue teams — that need subscription renewal forecasting charts before a board, investor, or budget meeting. You already hold billing history; you need visuals that separate plan tenure, lag, and revenue at risk.

Result

You receive a coherent chart pack: renewal probability curves, cohort grids, cancellation lag tables, and a revenue-at-risk panel covering the next one or two billing cycles. Every chart carries source notes and assumption callouts so the room argues about decisions, not about which export is “correct.”

What is included

  • Discovery call to confirm plan mix, renewal window, and audience (finance, product, or board)
  • Data checklist for billing or CRM extracts (CSV or spreadsheet)
  • Up to eight primary charts in a shared visual language
  • One annotated PDF pack and slide-ready PNG/SVG exports
  • A one-page briefing note naming drivers, caveats, and open questions
  • One revision round after your internal review

What is excluded

  • Live dashboard hosting or ongoing software access
  • Full actuarial modelling or insurance-grade reserving
  • Rebuilding your billing system or CRM
  • Unlimited redesigns outside the included revision

Provider and process

Analysts at RidgeBase Workspace (Edinburgh) prepare the pack. Process:

  1. Brief — plan types, renewal window, and who will read the charts
  2. Extract — you send renewals and cancellations for the agreed period
  3. Draft charts — we share a first pass for factual checks
  4. Final pack — revised charts plus briefing note

Timeline and delivery

Typical delivery is 10–15 working days after we confirm the extract is complete. Files arrive by secure transfer. Teams near Edinburgh may book an optional in-person walkthrough at Office 12, 47 Placeholder Avenue.

Preparation and constraints

Please allow time to pull plan codes, tenure, and cancellation reasons. Incomplete extracts pause the clock until fields are filled. Charts reflect the history you provide; we do not invent missing cohorts.

Pricing basis

Packs start from £2,400. Scope rises with extra plan families, multi-brand consolidations, or bilingual annotation. See Rates for related engagements.

Next step

Send a forecast brief with your renewal window and preferred review date. We reply within two working days.

Ready to commission this work?

Send a brief