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.
Filter | Description |
|---|---|
Division | Filters to only display accounts assigned to the selected division. |
LOB | Filters to only display accounts assigned to the selected Line of Business. |
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.
Field Descriptions | Descriptions |
|---|---|
Monthly Revenue | Displays the SUM of the line item values from the Under Contract, Expiring in 90 Days and Expired/No Contract columns for each sales representative. |
Under Contract | Displays the SUM of all accounts under contract for each sales representative. |
Expiring Next 90 Days | Displays the SUM of all accounts expiring in the next 90 days for each sales representative. |
Expired / No Contract | Displays the SUM of all expired accounts (with no contract) for each sales representative. |
View Total Details
Click on a total amount to view a detailed break down of the accounts it includes.
Field Descriptions | Descriptions |
|---|---|
Site ID | Displays the site identification number. |
Ext ID | Displays the ID the account is under with their current provider. |
Type | Displays the type of contract. |
Status | Displays the status of the account. |
Name | Displays the name of the account. |
City | Displays the city the account is located in. |
Monthly Rev. | Displays the monthly revenue quoted in the contract. |
Term | Displays the Renewal Term identified in the contract. |
Expiration | Displays when the contract will expire. |
Renewal | Displays the Renewal Term selected in the contract. |
Sales Rep | Displays the name of the sales representative who created the contract. |
Vendor | Displays the accounts current vendor. |