Most Customer Success and Account Management teams are not short on renewal data. They are short on renewal stories that leaders and customers can quickly understand and act on. Even with Salesforce tracking opportunities, subscriptions, and customer health, teams still rebuild the same renewal and expansion reports before every QBR, EBR, or renewal conversation because turning those records into clear, on brand, insight rich content is still manual and fragmented.​

Automating renewal and expansion reports with Matik and Salesforce closes that gap. You define the story once, connect it to your Salesforce data, and let Matik generate content that is accurate, personalized, and ready to drive your next retention or growth conversation.​

What Is a Renewal and Expansion Report?

A renewal and expansion report is a customer facing or internal summary that shows how an account is performing, what value it has realized, and where there is opportunity to renew, expand, or risk to address. It is usually a slide deck, a one pager, or a simple document shared ahead of renewals, QBRs, or executive check-ins.​

Its job is to pull together the most important information for a given customer or segment, such as contract value, product usage, outcomes achieved, upcoming renewal dates, and potential expansion areas, in a way that makes the story easy to follow. Typical audiences include Customer Success Managers, Account Managers, RevOps, and customer executives who want quick clarity on the relationship and what should happen next.​

Why Automate Renewal and Expansion Reports with Matik?

Building your renewal and expansion reports with data from Salesforce in Matik improves the quality, consistency, and impact of the content your teams rely on, far beyond just saving a few hours in spreadsheets.​

1. Strategic capacity unlocked

When Matik automates the creation of renewal and expansion reports, teams, such as Customer Success, spend less time assembling slides and more time preparing for the actual conversation. That extra capacity can go toward meeting with customers, running executive alignment calls, digging into root causes of risk, or planning expansion plays with sales. Customers that use Matik for reviews and business value reports have given thousands of hours back to their teams, which they then reinvest in higher impact work like customer strategy and revenue planning.​

2. Deeper, more actionable storytelling

Matik’s AI does more than just plug Salesforce fields into a template. It can write summaries, call out key changes in account health or contract value, and propose talking points or recommended focus areas. Stakeholders do not just see what happened, but they also get guided context on why it matters and where to focus next. Handshake, for example, used Matik to transform how they delivered data insights to customers, generating more than 1,500 presentations and over 30,000 unique data insights across 600 customers, with more than half of their closed won revenue influenced by Matik automated presentations.​

3. Better content, every time

Because Matik pulls directly from Salesforce and other connected data sources, your metrics are always up to date and consistent across teams. Matik’s AI automates text, visuals, and tables from your data sources, generating ready to share content in the formats your teams already use, which keeps definitions aligned, avoids copy paste errors, and ensures reports always look professional and on brand. Teams like Modern Health use Matik as a core way to communicate value and ROI, saving 150 hours every month while producing an average of 195 presentations and automating personalization across 299 content elements.​

4. Personalization that resonates

Renewal and expansion reports are far more powerful when they speak directly to the customer or portfolio being reviewed. With Matik, you can define variables that tailor the same template for different contexts while still pulling from Salesforce as your source of truth.

For renewal and expansion reports, useful variables might include:

• Account or customer segment
• Contract term or renewal date range
• Region or ownership team

Those variables do more than tweak a few fields. They let you generate a version of the report for every customer, with each copy automatically populated with that account’s unique metrics, insights, and suggested next steps, all from a single template. Modern Health, for instance, automated personalization of nearly 300 elements in their decks, including tables, charts, text, and images, so each account saw the story that mattered most to them.

5. Scalability with quality

As your customer base grows, the number of renewals, expansions, and executive reviews increases quickly. Without automation, quality and consistency start to slip as teams rush to keep up. Matik helps organizations scale content without sacrificing standards. Zapier used Matik to triple the amount of content they created and cut ongoing maintenance to nearly zero, enabling them to support more teams and use cases without adding more manual work.​

How to Automate Renewal and Expansion Reports with Salesforce and Matik

Here is a simple way to set this up step by step:

1. Build or choose your renewal and expansion report template‍

Start with a template you already use, whether it is a deck, spreadsheet, or document.

2. Upload your template into Matik‍

Upload your template into Matik so it becomes a reusable asset that your team can standardize on, while still personalizing it per account with variables.​

3. Connect Matik to Salesforce‍

Connect Matik to your Salesforce instance and point it to the objects, fields, and reports where your renewal, expansion, and account data lives, such as opportunities, subscriptions, products, and health scores.​

4. Map in the right data‍

Inside Matik, map components of your template to Salesforce data. For example, pull in renewal date and ARR from opportunity records, expansion pipeline by product, current and historical contract values, and key account attributes like industry and segment. Matik will query Salesforce each time you generate or refresh a report so the content always reflects the latest information.​

5. Define variables for personalization‍

Set up variables to tailor reports to specific views or stakeholders. Common examples for renewal and expansion reports include:

• Account name or list of accounts
• Renewal period (for example, next 30, 60, or 90 days)
• Segment or region

These variables let you instantly generate tailored reports for individual customers, CSM books of business, or executive rollups using the same core template.​

6. Generate or refresh the report‍

When you generate the template, Matik will query Salesforce for the relevant metrics, populate all tagged charts, tables, and KPIs, and generate summaries, key takeaways, and talking points, outputting a ready to share file in your preferred format. You can create brand new reports each time or refresh existing ones with updated Salesforce data.​

7. Automate delivery‍

Matik can streamline how renewal and expansion reports get into people’s hands. You can bulk generate reports for all accounts renewing in a given window, schedule recurring generation for QBRs, or trigger creation from Salesforce when an opportunity reaches a specific stage, using Matik’s template library and custom save paths to keep everything organized.​

How Automation Changes Renewal and Expansion Conversations

When renewal and expansion reports come from the same trusted Salesforce data and Matik template every time, the tone of your conversations shifts. Instead of debating which numbers are correct or hunting for the latest deck, teams can move straight into discussing value realized, risks to address, and growth plays to pursue.​

That shift shows up across the business. For example, customer success and account teams can act as strategic partners rather than report builders, walking into customer meetings with a shared, reliable picture of performance. Executives and revenue leaders get clear, on brand views of renewal and expansion that support faster, more confident decisions. Matik automates the creation of presentations, documents, and reports directly from your data, powered by AI you can trust. Anyone can instantly generate insights, align messaging, and scale best practices for faster data-driven storytelling that sparks action.

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Ready to automate your renewal and expansion reports? Request a demo today