The Contract Insights dashboard offers you real-time data on the financial health of your recurring contracts, with data pulled directly from PSA and vendor integrations.
Contract Insights is your a one-stop-shop where you can get a birds-eye-view of your companies contract situation, including counts, margins, total revenue, adoption rates, expiries, and more! All that in filterable, easy to digest graphs with modular color coding!
Contract Insights
Overview
The Contract Insights page can be reached from the Dashboards section of the left hand navigation menu.
Here, you will find the following information:
- Contract Service Revenue
- Contract Service Profit
- Total Recurring Contracts
- Average Contract Service Profit Margin
The following graphs are also available on the Contract Insights page:
- Top Profitable Accounts
- Bottom Profitable Accounts
- Top Profitable Services
- Bottom Profitable Services
- Top Service Adoption
- Bottom Service Adoption
- Top Profitable Vendors
- Contract Expiry
Every Graph has both an Export to CSV option, a Full Screen option, and an Info pop-up to help explain the information that you are currently viewing.
Filters
The Filters button works in the Contracts Insights page exactly as it does on the Contract Reconciliation page. You can filter by Account, Service, Contract, or Vendor, or even all at once!
Note that the Filters in Contract Insights will not hold when switching between the Contract Insights and Contract Reconciliation pages, or vice versa.
Revenue Flow
At the bottom of the page you can find a Sankey chart showing the revenue distribution of your integrated vendors.
Color!
Finally, note that in the upper right corner of the page you can adjust the color theming of the graphs in Contract Insights.
