Contract tracking
The portfolio management view: which contracts are expiring, which will be adjusted, which are not being billed, and which depend on some action from you.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Form fields
Vol. HorasVolume de horas contratado no contrato, o total que o cliente comprou.
Vol. ConsumidoVolume de horas do contrato já consumido pelos apontamentos.
Vol. SaldoHoras que ainda restam do contrato, negativo quando o consumo passou do contratado.
% Com. Unid.Percentual de comissão aplicado sobre a parcela do contrato.
Qtd MesesQuantidade de meses de duração do contrato.
Vlr ParcelaValor da parcela mensal cobrada no contrato.
Vlr Comissão MensalValor de comissão gerado por mês por este contrato.
Vlr Contrato TotalValor total do contrato, somando todas as parcelas do período.
Vlr AtrasadoValor de parcelas do contrato vencidas e ainda não recebidas.
Vlr a ReceberValor de parcelas do contrato ainda a vencer e a receber.
Vlr RecebidoValor de parcelas do contrato já recebidas.
Vlr SaldoSaldo financeiro do contrato, o que ainda falta receber do valor total.
Start here
What it's for
Trade spreadsheet-and-memory control for a screen that warns you. Recurring revenue is lost through forgetfulness — a renewal that passed, an adjustment that wasn't applied, a terminated contract that kept being delivered.
Rules
The deadlines come from the contract
Expiration, notice period and adjustment index are read from the contract itself. If the date is wrong here, it's wrong there — fixing it in the record fixes the whole portfolio.
Renewal is prepared before the notice period
The notice period deadline is the limit for acting without losing negotiating leverage. After it, the client holds the leverage.
A contract with no invoice generated is money sitting idle
An active contract that didn't generate an invoice for the month is usually a configuration error (amount, frequency or start date), not a business decision. It's worth checking before closing the month.
Frequently asked questions
Where does the portfolio value come from?
It's the sum of the monthly value of active contracts — the same base as MRR. Terminated contracts and drafts don't count.
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