Contracts
Activities
All logged contract activities.
No activities logged yet.
Invoice Period Progress
| # | Invoice Period ID | Deal Name | Entity | Period | Start | End | Invoiced | Status | Go Invoice No | Submitted Date | Payment Due Date | Actual Invoice Amount | Estimated Invoice Amount | Actions |
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Contract Activities
Select a contract to view activities.
Contract Activities
No activities logged for this contract yet.
Retailer Notes
Retailer notes will appear for the contract's retailer.
No retailer notes logged for this retailer yet.
Untitled Entity
New Contract
Manage List
| Name | Type | Actions |
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Offer Comparison
Open Offer Comparison from Contracts to select a contract.
| Retailer | Term | Type | Status | Peak | Shoulder | Off Peak | Total | Action |
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Add/Edit Offer
Preview
Open Versions to select a revision for preview.
Open the Report tab to preview the executive comparison output.
Market Report Settings
Edit the reusable prompt and default template that feed new market reports.
Market Reports
Create, save, reopen, and export monthly market energy reports.
Monthly Market Energy Report
No report selected.
0 words
Edit the report directly in the document. Save reports to the list on the left and export to PDF when ready.
Commission Report
Generate an Excel commission report for a selected partner.
Invoice Rules
| ID | Name | Retailer | Type | Cadence | Active | Commission Formula | Actions |
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New Invoice Rule
Audit Log
| Time | Action | Table | ID | Path |
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New User
Users
| ID | Display Name | Role | Active | Last Login | Password Reset | Save |
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