Pathway: Sales > Contract Expiration
Contract Expiration is a loss prevention tool used by sales to monitor customer contract expiration dates. The Contract Expiration screen is divided into two grids; the top grid displays a summary of contract revenue by sales representative and the bottom grid displays a detailed breakdown of a selected revenue amount.
Filter Fields
Filtering options are available and narrow down what displays on the screen.
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Filter |
Description |
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Division |
Filters to only display accounts assigned to the selected division.
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LOB |
Filters to only display accounts assigned to the selected Line of Business.
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Field Descriptions
Click on an amount to view a detailed break down of the accounts it includes. Excludes values displayed under the Monthly Revenue column.
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Field Descriptions |
Descriptions |
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Monthly Revenue |
The SUM of the line item values from the Under Contract, Expiring in 90 Days and Expired/No Contract columns for each sales representative. |
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Under Contract |
The SUM of all accounts under contract for each sales representative.
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Expiring Next 90 Days |
The SUM of all accounts expiring in the next 90 days for each sales representative.
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Expired / No Contract |
The SUM of all expired accounts (with no contract) for each sales representative.
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View Total Details
Click on a total amount to view a detailed break down of the accounts it includes.
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Field Descriptions |
Descriptions |
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Site ID |
The site identification number.
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Ext ID |
The ID the account is under with their current provider.
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Type |
DThe type of contract.
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Status |
The status of the account.
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Name |
The name of the account.
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City |
The city the account is located in.
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Monthly Rev. |
The monthly revenue quoted in the contract.
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Term |
The Renewal Term identified in the contract.
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Expiration |
When the contract will expire.
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Renewal |
The Renewal Term selected in the contract.
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Sales Rep |
The name of the sales representative who created the contract.
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Vendor |
The accounts current vendor.
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