Pathway: Sales > Contract Expiration

The Contract Expiration tool 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.

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

Filter	Description
Division	The division assigned to the accounts.
LOB	Option to filter on the Line Of Business accounts are identified under.

Field Descriptions

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

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 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

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.