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
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
Field Descriptions | 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. |
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.
Field Descriptions | Descriptions |
|---|---|
Site ID | The site identification number. |
Exit ID | |
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 |
Not sure what to title this section
Not sure what to put for exit ID or Vendor
Not sure how to exain this part of the tool properly