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Policy Prices waiting to be approved
CIMS Product ID Brand Pack EAN Material Code
Product 001 Brand 1 Pack 1 EAN 2 MaterialCode 3
Product 002 Brand 2 Pack 6 EAN 5 MaterialCode 9
Deals waiting to be approved
Customer ID Scheme Name Deal ID Deal Name Start Date
001 Scheme 1 001 Deal 2 01/01/2019
002 Scheme 1 002 Deal 1 01/01/2020
Contracts waiting to be received

NOTE: Deal owners see:

Customer ID Scheme Name Deal ID Deal Name Due Date
001 Scheme 1 001 Deal 2 30/03/2020
002 Scheme 1 002 Deal 1 01/04/2020

NOTE: Admins see one line with the total number, and a link to the Current Deals page:

  • Contracts Pending 51
View Current Deals
Deals coming to the end of their term in the next three months
Customer ID Scheme Name Deal ID Deal Name End Date
001 Scheme 1 001 Deal 2 30/03/2020
002 Scheme 1 002 Deal 1 01/04/2020
KPIs
  • Draft 14
  • Awaiting Approval 4
  • Contract Generated 38
  • Active 83
  • Terminated 3