Cockpit de Contratos
A leitura da carteira: saúde, dinheiro, renovações, consolidado por contraparte e margem.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
RevenuesExpensesConsolidatedOffset accountsExecute the offset
The list shows
Counterparty typePositionContractsIn/monthOut/monthNet/monthOverdue (theirs · yours)Next event
Start here
The portfolio reading, with the portfolio below
The top reads the portfolio for the chosen view (revenue, expenses or consolidated): the reading sentence, the active value, the health index (click to see how it is calculated) and the collapsible analyses. Below are the contracts of the same cut, with search, views, columns and export; the bar button leads to the work list.
How to
Collapsible analyses
The analyses button opens and closes the block with upcoming renewals (90 days), automatic renewals by window date (on expenses), the revenue × expense chart (on consolidated), the margin by contract in traffic-light bars and the detailed portfolio health.
Rules
Onde ficou cada coisa depois da separação
The cockpit and the list were the same screen until 09/13/2026. The READING of the portfolio stayed here: the narrative of the moment, the health index, the consolidation by counterparty with the netting of accounts, the upcoming renewals, revenue × expense and the margin per contract. The WORK stayed in the Contracts Panel: search, filter, create, open, and the table, card and kanban views. The buttons at the top take you from one to the other, and both read the same filters.
A visão (Receita, Despesa, Consolidado) manda nos dois lugares
The selector at the top of the cockpit is the same as the list's and changes what is being read: contracts with customers, with suppliers, or both with the net per counterparty. The consolidation by counterparty only appears in the Consolidated view, because that is where the question "how much comes in and how much goes out with this same party" makes sense.
Netting on the BOTH position
In the consolidated by counterparty, whoever is both customer AND supplier shows as BOTH; for people who see values, the Netting button shows receivable, payable and the offsettable amount, and Execute settles whole bills on both sides up to the offsettable amount, with cross-referenced history on each settlement.
Frequently asked questions
Por que os indicadores coloridos continuam na lista, e não aqui?
Because they are not indicators: they are filters. Each card in that row narrows the list right below it — clicking "Finance overdue" shows the contracts in that situation. Bringing them here would leave the click with nothing to narrow, and a button that does nothing is worse than a missing button. The same goes for the "needs you" queue, whose Act button rewrites the list.
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In the same module: Contracts and billing2
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