Agreement Revenue over Time

Agreement Revenue over Time

Background Tour

Purpose/Background

• Show changes in monthly agreement revenue on a month-to-month basis

• Month-to-month changes are shown as:– Decreases show in shades of RED

– Increases show in shades of GREEN

• Drill-down into each type of agreements– …and further into invoices and detail

Notes and Notices

• Lump-Sum Payments for Annual Contracts are spread equally across the months of the contract.

Where to Find the ReportPlanning & Analysis > Agreements > Agreement Revenue Over Time

Overview

By CompanyAcross

SelectedMonths

Drill-DownAgreement Types for this Company

Drill-DownInvoices for this Agreement Type

Drill-DownLine Items for this Invoice

Settings

Click down-arrow icon to export to

Excel

Click “Refresh” after changing parameters

Select Type of Agreement Types to Display

Select date range (Past 12 months is

recommended)

Report may include multiple pages

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