Open Contracts Past End Date Playbook

  • Publicado el Oct 16, 2025
  • 1 minuto(s) leído(s)
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What are we measuring: Open Contracts Past Their End Date

Why are we measuring this: Contracts open past their end date create issues in accounting, specifically over/under reporting by earning revenue outside of the contract.

Scoring: N/A

Recreate Metric: Opportunities Module – Filters End Date Through Yesterday, Opportunity Type in Contract

For refined results:

Add the filter: Job Status - In Progress


False Negatives:

  • N/A

Common Issues:

  • There could be earned revenue on these tickets that isn’t realized
  • Work ticket/s are in status of open, scheduled, or pending approval which holds up the opportunity from being completed
  • If you are doing work after the end date there will be over/under issues
  • Job cost could come through as warranty instead of standard which could cause reporting issues when looking at job efficiency

Practical:

  • Complete or cancel the remaining work ticket from the opportunity past the contract end date, this will allow that opportunity to fall off of this report
  • Review work tickets in your weekly meetings

Resources: