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ID258 - Account Review / Quarterly Business Review (QBR) Overview & Sample

This is a report for reps to use to do account reviews with their customers. We try to highlight points we think the rep should be discussing, whether it's problem equipment, contracts using too much toner, people that need additional training or problems getting meter readings.

It will show the average response time, machine availability % for period as well BW/Color/Total click volume by location of equipment at the time of billing. Also includes lease detail by machine and service details with response times, number of service calls by machine, and more! 

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As of February 2019, we have expanded the worksheets within the QBR so as to allow for better formatting in excel.

We highly recommend exporting to excel for printing/formatting/resizing - formatted for 11x17 paper size for printing

Please use the links below to see detailed level explanation for each worksheet within the QBR:

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Customer Review (Worksheet1)

Equipment Excessive Calls (Worksheet2)

Current Equipment Details (Worksheet3)

Detail Stats Chart (Worksheet4)

Detail Stats (Worksheet5)

Equip Details (Worksheet6)

Lease Details (Worksheet7)

Service Details (Worksheet8)

Survey Responses (Worksheet9)

 

 Click below for 90 second overview:

 

 

 

 

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SAMPLE:

Provides useful quick dashboard at a glance info:

(right click on any image to view larger)

 

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This section shows Contract Toner Usage & Contract Profit (requires ID315 subscription set at Contract Level) with fill% and toners shipped for time period of your report filter settings. 

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We show the Black and Color % fill for the contract as per our other toner alerts (ID315/ID758/ID350). Rather than showing the actual profit on the contract we color code it. The highlight color (below shown in green and yellow) will be red/green/yellow depending on your Gross Margin % filter settings.

The Gross Margin (GM) is based on the last rolling calendar year. Will be highlighted in red if your GM% is at or below your 'Red GM %' filter settings and will be green if your GM% is at or above the 'Green GM %' filter setting. If the GM% is in between both, then the highlight color will be yellow.  

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Click here for how to set up the Compass interface and how the rep requests the report.

Click here for how to set up the Sales Chain interface and how the rep requests the report.

As sales have no control over report parameters we allow you to adjust these via variables in the alert, click here for those details.

**Please note:

(1) The variables in your subscription also effect your SSRS Report. The months of history filter on the SSRS Report will NOT override your Variable1 setting. Please see this link for details

(2) We highly recommend exporting to excel for printing/formatting/resizing - formatted for 11x17 paper size for printing

(3) Click here for data that may be missing if not set up!

(4) Filter Options (right click on image to enlarge):Filters.pngFilter Explanations (SSRS Version) from Left to Right:

Customer Name Contains: Enter as much of Customer Name (per eAuto Customer Record Name) as possible 

Select Main Customer Location (Parent): Will auto populate with eAuto Customer Numbers matching Customer Name Contains field, be sure to review to ensure you are selecting correct customer

Report From / To Date: Defaults to number of months per your Variable1 on your ID258 subscription

Parent CustomerNumber: Indicates Parent Customer Number selected from Customer Name filters

Select Bill Codes for Managed IT Equipment/Contracts: Indicate Contract Type(s) for ManagedIT Service: Select specified ManagedIT Contract Types to segregate from metrics on QBR

Report Selected Contract(s): Can elect to run QBR for just selected ACTIVE contracts under customer selected. **Please note this select contract(s) drop down will only show options if less than 50 contracts; otherwise, no choice and will run for all (due to SSRS limitation). In addition, if standard major/minor (i.e. Contract # 1101-01, 1101-02) usage is in place, then the report will look back to previous iterations of the contract (even if those previous iterations are inactive) to report on needed date filter settings selected.

Isolate Equipment having # of CM Calls exceeding (X) for Period: indicate how many Corrective Maintenance calls to consider for identifying equipment to the purpose of this filter is to flag this equipment separately on the report (defaults to VariableX on your ID258 subscription)

Red GM % / Green GM %: Indicate what color highlight to use at designated Gross Margin % for contract profit in Current Eqp Details worksheet (Worksheet3)

Top X Machines Volume: Indicate how many machines to show in top list of machines by volume listed on in Customer Review Worksheet  (Worksheet1)

Show all non-zero AR Invoices: Allows for you to select ALL AR Invoices to see such activity as Sales Invoices

Run in Single Customer Mode: Allows you to run for a specific customer as opposed to a parent and all its locations.

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This report can be run like our normal SSRS reports from a browser, it can also be requested by the sales reps within the CRM. We are currently just working with Compass Sherpa and Sales Chain but ask your CRM Manufacturer to implement this. For the CRM version we email the sales rep (within 15 minutes of request) an Excel attachment (assuming they have security). The browser version can be exported to Excel and will then look exactly the same as the version the rep gets. Click here for where to find your SSRS reports.

Use Internet Explorer (version 11 or higher for best results! Report security is tied to eAutomate security, click here if your error message says Query execution failed for dataset 'ReportSecurity'.

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**Below is a 30 minute webinar on the QBR including the Compass interface.**

 

 

 
 

 

 

 

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