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Beta Group

Renewal Dashboard Field Configuration

  • January 30, 2026
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I am working with the Renewals team, and the Renewals leadership would like to explore whether the Top Deals widget can be customized for Renewals dashboards. Specifically, they are interested in determining whether certain columns can be renamed or mapped to renewal-specific fields, such as active contract end date, churn type, and similar attributes. Additionally, they would like to confirm whether it is possible to adjust the display order of the Name field within the widget. Currently, the widget displays the Renewals Opportunity name with the Account Name shown beneath it; the preference would be to evaluate whether this order can be modified.