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Pathway; Sales > Contract Expiration

This page shows you all the 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.

Replace this image with one that does not include any arrows or call outs. This image will be more helpful in the next section.

Click on the Revenue total for details to populate below.

Filter

Description

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 Operations.

LOB

(Lines Of Business) select to specify.

Field Descriptions

Monthly Revenue

This displays total monthly revenue of each Sales Representative.

Under Contract

This shows the amount per account Under Contact currently.

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.

  1. Add Section to describe each of the fields that populate when a total is selected.

  2. For the added section, use the image you currently have at the top of this page. You will need to capture a new image to

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