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.
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 |
|---|---|
Division | The division assigned to the accounts. |
LOB | Option to filter on the Line Of Business accounts are identified under. |
Field Descriptions
Field Descriptions | Descriptions |
|---|---|
Monthly Revenue | Displays 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 | Displays the SUM of accounts under contract and what |
Expiring Next 90 Days | This shows the amount per account expiring in the next 90 days. |
Expired / No Contract | This shows the amount per account from expired accounts with no existing contract. |
View Total Details
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.
When you click the total at the bottom, the details will populate below.
Field Descriptions | Descriptions |
|---|---|
Site ID | The site identification number. |
Ext ID | The ID of the external previous provider. |
Type | The type of contract. |
Status | Status of customer contract. |
Name | Name of company under contract. |
City | The city associated with each contract. |
Monthly Rev. | The monthly revenue from each contract. |
Term | The length of time for each contract. |
Expiration | When each contract is set to expire. |
Renewal | If and when each contract is set to renew. |
Sales Rep | Which Sales Representative set up this contract. |
Vendor | Who the current Vendor for this customer is. |