View Agreement Details
The agreement details screen displays information about an agreement and provides tools for managing it over its lifetime. The header displays the agreement name, the customer, the status, a lock icon when the agreement is locked, and the duration at a glance.
The following actions are available from the header.
- Edit the agreement by clicking Edit. See the Add/Edit Agreements article for more information.
- Cancel the agreement by clicking Cancel Agreement. See the Cancel Agreement article for more information.
- Activate a Pending agreement by clicking Activate.
- Return to the Agreements List view by clicking the back arrow.
Summary metrics display at the top of the screen across all tabs and include the following.
| Label | Definition |
|---|---|
| Monthly Recurring Revenue | Total monthly recurring revenue generated by the agreement's active components. |
| Current Period Margin | Margin for the current billing period across all active components. The margin percentage displays beneath the amount. |
| Active Components | Number of currently active components on the agreement. |
| Utilization | Percentage of included hours used across all block hour pools on the agreement. The number of pools displays beneath the percentage. |
The agreement details screen is organized into five tabs: Overview, Components, Assets, Profitability, and Ticket Log.
The Agreement Details section on the Overview tab displays core information about the agreement. Each field is defined below.
| Label | Definition |
|---|---|
| Customer | Customer the agreement belongs to. |
| Agreement ID | Unique numerical identifier for the agreement. |
| Agreement Name | Name of the agreement. |
| Duration | Duration type of the agreement, such as Evergreen. |
| Start Date | Date the agreement begins. |
| Initial Term End | Date the initial term of the agreement ends. |
| Agreement Expiration | Date the agreement expires, if applicable. |
| Term Status | Current term status of the agreement, such as Initial Term. |
| Account Manager | User assigned as the account manager for the agreement. |
| Owner | User assigned as the owner of the agreement. |
| Ticket Types | Ticket types associated with the agreement. Tickets of these types are added to the agreement automatically. This displays Any Ticket Type when no ticket types are selected. |
| Created | Date and user who created the agreement. |
| Last Modified | Date and user who last modified the agreement. |
For information on other areas of the agreement details screen, see the following articles.