Agreement Metrics

The Agreement Metrics section provides a detailed snapshot of a service agreement's status, financial performance, and associated activities. Authorized users can view key information such as payment status, total jobs, outstanding tasks, revenue, costs, and profit margins. Additional details include customer account information, related invoices and estimates, and any notes or signatures tied to the agreement. This centralized overview ensures clear tracking and efficient management of each agreement’s progress and outcomes.

Prerequisites: Authorised Users.

Instructions

There are a number of metrics and information that can be viewed on an Agreement. See below for details.

Top Bar

• Service Agreement Status: The bar at the top displays the agreement's current status (e.g., "Closed") and the associated Close Date.

Left Section: Agreement Summary

• Action Required: Highlights any pending actions, such as billing or payment status.
  • Payment Status: Displays whether the agreement is billed or unbilled.
  • Total Agreement Amount: Shows the total cost of the agreement.
  • Amount Due: Indicates any outstanding payments.
    
    
• Schedules: Shows the total number of scheduled jobs within the agreement.
  
  
• Total Jobs: Indicates the total number of jobs linked to the agreement.
  
  
• Outstanding Jobs: Displays how many jobs are incomplete or pending.
  
  
• Contract Closed: Shows the date the agreement was officially closed.
  
  
• Jobs Table: A list of jobs associated with the agreement are displayed here.

Right Section:

Account Information:

• Displays the name of the customer associated with the agreement, along with a unique account number.
  
  
  

Estimates & Invoices:

• Lists invoices and estimates associated with the agreement, along with their amounts and statuses.
  • Pending Invoice: Shows an invoice linked to the agreement with a pending status.

Billing Summary:

• Billed: Total amount already billed.
  
  
• Revenue: Total revenue generated by the agreement.
  
  
• Cost: Total costs incurred for services or jobs under the agreement.
  
  
• Margin: Percentage margin based on revenue and cost.
  
  
• Due: Amount currently due for payment.
  
  
• Overdue: Amount overdue, if any.

Notes:

• A section where users can add or view notes about the agreement.

Signature Status:

• Displays the date and time when the agreement was signed, along with the name of the person who signed it.