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Contract Progress is a read-only report displaying lifetime revenue recognition progress per revenue contract, derived from associated revenue schedules. Route: /fa/revenue-reports/contract-progress

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Overview

The page fetches contract progress rows via useContractProgressReport(orgId). Each row represents a revenue contract (fa_revenue_contracts) with its aggregated recognition amounts from linked fa_revenue_schedules. A progress bar visualizes recognition completion. Cancelled records may be flagged with a Badge. Page header description from code: “Lifetime recognition progress per revenue contract, aggregated across all linked schedules.”

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Who it’s for

Requires permission: fa.revenue_contracts.view

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Before you start

  • Revenue contracts must exist and have linked revenue schedules with recognition entries.
  • You must hold the fa.revenue_contracts.view permission.

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Steps

1

Navigate to Contract Progress

Go to /fa/revenue-reports/contract-progress.
2

Review the report

Each row shows a revenue contract with its recognition progress. The progress bar shows completion percentage.
3

Identify contracts needing attention

Look for contracts with low progress or status badges indicating issues.

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Key concepts

  • useContractProgressReport — Primary data hook; returns rows derived from fa_revenue_contracts joined with fa_revenue_schedules.
  • total_recognized — Aggregated recognized amount from linked revenue schedules.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ContractProgressReportPage.tsx
  • src/cores/fa/hooks/useRevenueReports.ts