Note: This feature will be available from August 1, 2021

A critical aspect of staying on top of IT costs involves tracking contracts and their metrics. With Freshservice’s contract reports, you can now get a bird’s eyes view of all your contacts to manage:


  • Contract values

  • Contract expiry timelines

  • Contract approvals

  • Associated software, products, and vendors


And much more!


Curated Contract Report


Freshservice offers an out-of-the-box contract report for you to stay on top of your contracts and their metrics. To access this report:


  • Navigate to the Analytics Module.

  • Filter and view the Curated Reports. Open the Contracts Overview report. 



  • The following widgets are available in the curated report:


Reports Name

Description

Active Contracts

Total number of Active Contracts grouped by type of contract

Contract Expiry Timeline

Total Contracts grouped by month when expiring

Contracts by Status

Total number of Contracts grouped by the status of the Contract

Contracts by Vendor

Total Active Contracts grouped by Vendor

Contracts Expiring in 90 days By Type

Total number of Contracts with Expiry date in the next 90 days

Contracts Expiring in 90 days By Vendor

Total number of Contracts with Expiry date in the next 90 days grouped by Vendor Name

Contracts Pending Approval

Total Contracts Pending Approvals

Contracts Pending Approval by Approver

Total Contracts Pending Approval grouped by the Approver

Total Contract Value 

Total cost of all Active Contracts grouped by type of contract

Total Contract Value this year

Total cost of all Active Contracts created this year


Coming soon: Reporting on custom fields