Revenue & Renewal Hub

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  Interactive hub for executive summary, customer risk, renewals, and revenue recovery.

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  High-level KPIs: Expected Revenue, Revenue at Risk, Lost Revenue, and Renewal Success Rate.

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  Track at-risk revenue, churn trends, and revenue distribution by customer risk category.

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  Monitor renewal success, expected revenue growth, churn vs. renewal trends, and MRR projection.

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  Analyze lost revenue, risk-level leakage, MRR trends, and customer revenue distribution by risk.

Inspiration

Many businesses struggle with revenue leakage and customer churn because they don’t know exactly which customers are at risk or how renewals will perform.
I was inspired to create a solution that brings all these insights together in one place, making it easier for managers and leaders to make smarter, faster, data-driven decisions.

What it does

The Revenue & Renewal Hub is a Tableau Next dashboard suite that helps businesses:

• Monitor revenue health in real-time.
  
• Identify at-risk customers by churn probability, renewal likelihood, and engagement.
  
• Forecast renewals and revenue with predictive analytics.
  
• Track revenue leakage and recovery opportunities.
  
• Provide a high-level executive summary for decision-makers.
  

It’s like a command center for revenue performance and customer retention.

How I built it

• Used Tableau Next for all dashboards and visualizations.
  
• Created calculated fields for churn rate, expected renewal value, and customer ranking.
  
• Designed line charts, bar graphs to visualize renewal trends and risks.
  
• Built a navigation hub with interactive buttons linking all dashboards.
  
• Applied Tableau Next’s forecasting analytics to predict revenue and renewal outcomes.
  

Challenges I ran into

• Tableau Next doesn’t have all the features of Tableau Desktop (e.g., Top N filter), so I had to create custom calculated ranks.
  
• Designing dashboards that are simple for business leaders but still detailed enough for analysis.
  
• Making the navigation portal clean and user-friendly.
  

Accomplishments that I’m proud of

• Built four interconnected dashboards:
  
  • Customer Risk & Retention
    
  • Renewal & Forecast
    
  • Revenue Leakage & Recovery
    
  • Executive Summary
    
• Delivered a professional navigation hub to tie everything together.
  
• Produced a demo video and branded thumbnail to present the project professionally.
  
• Created a tool that could genuinely help companies reduce churn and recover lost revenue.
  

What I learned

• How to leverage Tableau Next for forecasting and interactive dashboards.
  
• The value of storytelling with dashboards — guiding decision-making, not just showing data.
  
• Importance of designing for business users, not just analysts.
  

What’s next for Revenue & Renewal Hub

• Connect the dashboards to live CRM/ERP systems.
  
• Add AI-powered churn prediction for greater accuracy.
  
• Enable real-time alerts for account managers when revenue at risk crosses a threshold.
  
• Expand beyond renewals to include cross-sell and upsell opportunities.
  

Built With

• and-forecasting.-salesforce-data-cloud-(if-applicable)-?-as-the-backend-data-source-(your-hackathon-dataset).-excel/csv-dataset-?-as-the-input-source-for-customer-and-revenue-data.-calculated-fields-in-tableau-?-for-churn-risk
• csv-dataset
• dashboards-&-visualizations
• renewal-probability
• tableau-calculated-fields
• tableau-navigation-&-actions
• tableaunext
• visualizations