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 |
|---|---|
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. |
View Total Details
When you click 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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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 put for exit ID or Vendor
Displays the accounts current vendor. |