View Agreement: Overview Tab
The Overview tab on the agreement details screen displays a summary of the agreement's financial performance and core details at a glance.
The following summary metrics display at the top of the screen across all tabs.
| 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 section 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. |
Ticket Types controls which tickets are added to the agreement automatically. Tickets of the selected types are associated with the agreement and display in the Profitability and Ticket Log tabs. When no ticket types are selected, the field shows Any Ticket Type. To change the ticket types, click Edit. See the Add/Edit Agreements article for more information.
For information on other areas of the agreement details screen, see the following articles.