Health and troubleshooting

Keep it healthy — Recurring Orders & Subscriptions.

Recurring arrangements decay quietly. Nobody sends a cancellation. Runs get paused, quantities get trimmed, suggestions stop being accepted, and a paused arrangement still counts as active in a naive report. The monthly read here is about catching that while it is still a phone call.

The troubleshooting article covers the six things that account for almost every incident: the run that did not fire, the order sitting on hold, the contract price that expired between runs, and the stock-out that is a stale reservation.

Cockpit screens: planned. The run reports and the recurring-revenue dashboard these pages refer to belong to the planned scheduling feature and to Analytics Studio, neither of which is on your tenant yet. The churn signals are readable today: the Order history on every organization in CRM, a segment on days since last order, and the stock reservations under Order Management › Stock.

Recurring revenue health — Active, paused, churned, forecast.
Common problems — Run did not fire, wrong price, stock-out on run day.

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Act on reorder suggestions

The three routes from a suggestion to an order — buyer self-service, a rep's call reason, and auto-conversion — and the rules that keep the third one out of trouble.

Recurring revenue health

Recurring share, the active-paused-ended split, the churn signals that arrive before anyone cancels, and how to tell whether your forecast is worth anything.