The Contract widget allows for a quick view into the following attributes of a Customer's contract:

  1. Active Subscription Products (Active Products tab)
  2. Products up for Renewal (Renewal Products tab)
  3. Non-Recurring Purchases (Non-Recurring Purchases tab)


Active Products shows any subscription that is within the active period. (ie: start date < Today and End Date > today).

 Renewal Products shows the products that are expected to renew and the price they are expected to renew at. If you click “view” it will take you right to the expected renewal quote. 

                                                      

Non-Recurring purchases shows all purchases for the customer and an aggregated quantity of those non-recurring lines.



Definitions:
  • Transactions: means the number of times it was purchased within the period (ex: 1 new order, addon order, etc)
  • First Purchased: the date this product was first purchased during the subscription period
  • Current End Date: the date this product's subscription is set to expire
  • Active Quantity: total quantity of the product purchased in the active subscription period


Note: Make sure you have the "ContractWidget" on your Contract page layout.