Notifies real time for new service calls where contract profit is low.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is designed to give you a heads-up when there is a new service call for a contract with low profit. Will also indicate if Supply Profit with an extra note of "High Supply Cost" in the email so tech can look for spare toner on the shelf.
Run Schedule: Every 15 minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Profit Margin % (example: .10 for 10% profit etc) contract is below to trigger alert on
Variable X: Advise to look for spare toner if Supply Costs are X% or more of total costs (example: 0.3). Alert will add verbiage "High Supply Cost" so tech can look for spare toner when onsite.
Variable Z: Quantity of months contract has to have been 'active' for to be considered in this alert
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Alert Functionality
Alert Functionality
1. This alert is designed to give you a heads-up when there is a new service call for a contract with low profit. To calculate the profitability, the alert will look back 24 months, if the contract has been in place that long. If there are not two years of data, the alert will look back 12 months, then six months, then three months. The alert will trigger when the contract profit percentage falls below the value set in Variable W.
2. Use Variable Z to set the number of months the contract should be active to be considered for the alert. You can use this variable to exclude new contracts from reporting.
3. Note this alert WILL provide false positives (bad data) if you maintain contracts that record only Costs or Revenue, but not both in one Contract Record.
4. Only considers service calls with a status of pending.
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Best Practices & Tips
Best Practices & Tips
1. See THIS LINK on Best Practices on how to set up a contract to bill base to leasing company and overage to your customer.
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Related Alerts
Related Alerts
ID560 - Low Profit Contract up for Renewal/Escalation
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