Pathway; Pathway: Sales > Contract Expiration
The Contract Expiration tool displays revenue made by each Sales Associate broken down by total Monthly Revenue, Under Contract, Expiring Next 90 Days, Expired / No Contract. Clicking on any of the value amounts will load the details in the display below.
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Filter Fields
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is used by sales to monitor contracts soon-to-expire, have expired or that are under contract. The Contract Expiration screen is divided into two sections, the top section of the screen displays a summary of potential contract revenue by sales representative. The bottom section includes a breakdown of the revenue upon selection of a revenue amount.
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Filter Fields
Filtering options are available and narrow down what displays on the screen. Filter options include: Division, and LOB (Line of Business).
Filter | Description |
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Division | The division the account belongs to. The division the account is assigned determines who handles the account in other areas such as Dispatch and Operationsassigned to the accounts. |
LOB | (Lines Of Business) select to specifyOption to filter on the Line Of Business accounts are identified under. |
Field Descriptions
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Info |
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Click on an amount to view a detailed break down of the accounts it includes. This excludes values displayed under the Monthly Revenue column. |
Field Descriptions | Descriptions |
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Monthly Revenue | This displays total monthly revenue of each Sales RepresentativeDisplays the SUM of line item values from the Under Contract, Expiring in 90 Days and Expired/No Contract columns for each sales representative. |
Under Contract | This shows the amount per account Under Contact currentlyDisplays the SUM of all accounts under contract for each sales representative. |
Expiring Next 90 Days | This shows the amount per account Displays the SUM of all accounts expiring in the next 90 days for each sales representative. |
Expired / No Contract | This shows the amount per account from Displays the SUM of all expired accounts (with no existing contract) for each sales representative. |
Title?
When you click on the total revenue for all contracts for selected search, the details will populate below on all contracts and details of each related to the amount.
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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 Displays the site identification number. |
Exit IDExt ID | Displays the ID the account is under with their current provider. |
Type | The Displays the type of contract. |
Status | Status of customer contractDisplays the status of the account. |
Name | Name of company under contractDisplays the name of the account. |
City | The city associated with each contractDisplays the city the account is located in. |
Monthly Rev. | The Displays the monthly revenue from each quoted in the contract. |
Term | The length of time for each Displays the Renewal Term identified in the contract. |
Expiration | When each contract is set to Displays when the contract will expire. |
Renewal | If and when each contract is set to renewDisplays the Renewal Term selected in the contract. |
Sales Rep | Which Sales Representative set up this Displays the name of the sales representative who created the contract. |
Vendor |
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Not sure what to title this section
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Not sure what to put for exit ID or Vendor
Displays the accounts current vendor. |