Contracts
The Contracts page (/success/contracts) is the unified view of customer contracts and subscriptions across Salesbricks and Stripe. Use it for renewal planning, payment investigation, and ARR/MRR rollups.
Live Data Requirements
Contracts needs Salesbricks and/or Stripe. If neither source is connected, the page shows Contracts is not connected yet with Open Integrations and, where available, Preview with demo data.
If a source is connected but the overview endpoint fails, the page shows a retryable warning with Retry, Preview with demo data, and Open Integrations.
Summary Cards
The live page shows four cards:
- Total contracts - total visible contracts, with Stripe and Salesbricks counts.
- Active contracts - active plus trialing contracts, with trialing and past-due hints.
- Expiring soon - contracts renewing within 30 days.
- Active MRR - active monthly recurring revenue, with active ARR shown beneath.
Filters
- Search by customer name, email, company domain, or product.
- Status: All, Active, Trialing, Past due, Expiring in 30 days, Canceled, Expired, Pending, Draft.
- Source: All, Salesbricks, Stripe.
Merged rows satisfy either source filter because they represent companies with both Salesbricks and Stripe records.
Contract Table
Each row shows:
| Column | Meaning |
|---|---|
| Customer | Company or customer name, contact email/domain, and multi-contract badge when applicable. |
| Product | Product or plan name. |
| Status | Contract/subscription status badge. |
| Source | Salesbricks, Stripe, or merged. |
| MRR | Monthly recurring revenue. |
| ARR | Annual recurring revenue. |
| Renewal | Days until renewal, or Unknown. |
Rows from accounts routed in from Health appear with the routed-account banner above the table.
Contract Detail Sheet
Click a row to open its detail sheet. The sheet focuses on the selected contract/subscription and supporting account context, including source, status, revenue values, renewal timing, and linked account details where available.
Partial Coverage
Contracts can load with warnings when only part of the data is available, such as one source connected, a source returning incomplete records, or customer identity not matching cleanly across providers. The warning appears above the summary cards.
What Contracts Is For
- Renewal planning: Filter by Expiring in 30 days and sort by value.
- Payment investigation: Filter by Past due.
- ARR/MRR review: Use the summary cards and source filters.
- Source reconciliation: Compare Salesbricks and Stripe rows for the same customer.
- Health inputs: Contracts feed renewal and payment context into Health.
Demo Mode
Preview with demo data loads sample contracts so you can inspect filters, summaries, and detail behavior without live billing sources.
Tip: Use Expiring in 30 days plus high ARR as your renewal work queue. Then route accounts back to Health when a contract review uncovers risk.