Agreement register
Contracts, SPAs, rebate programs and price protections in one register, with terms, tiers and effective dates that every price resolves against.
The business question
Which agreement governs this line, and what does it entitle the customer to?
What it does
Brings contracts, SPAs, rebate programs and price protections into one register with terms, tiers and effective dates. A ruleset decides which agreement governs a line, so entitlements come from the record rather than from memory.
What’s inside
Composed from the platform’s own objects, so it is a configuration you can open, not a document.
- Dataset: agreements and terms
- View: active agreements by account
- Ruleset: which agreement governs a line
Uses these metrics
The measures that call for this template when they move, each with its own page.
- Contract price lagMetricAct when: Over five points on agreements older than twelve months
- Entitlement leakageMetricAct when: Any account over x in a quarter
Commercial context required
What Revomo reads to run it. Everything else in the template is derived from these records.
- Dataset: agreements and terms
Relevant industries
See this template in Revomo.
We will show the Agreement register running on representative data, or on a slice of your own, and what it would take to run it on yours.