**As of Fall 2020, please use ID768 to create new/additional subscriptions using customer-level reporting with Variable 8 instead of subscribing to ID773.**
Contract profitability at the customer level.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert looks at contract profit by CUSTOMER, not contract. You can use the variables in the alert to determine which customers report on the email. We allow you to store a documented action plan to fix the contract and decide on a date to review if the fix has worked, and until that date, the contract will be "Snoozed". The Custom Property ZCJProfitAlertSnooze (VariableZ) must be set at the Customer Level (not contract level).
Run Schedule: Monthly on the First
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Rolling Periods Back - The number of periods back to report on, select from RM02 through RM24. The default is RM12, which will look at the previous year of contract invoices for the customer.
Variable X: Contract Types - List the contract types to report on, separate multiples with commas. Leave blank to report on all contracts.
Variable Y: Active more than Y Months - The number of months the contract should be active before being considered for the alert. The default value is 6.
Variable Z: Custom Property - The custom property to set the Snooze Date for the alert at the Customer level. The default value is ZCJProfitAlertSnooze.
Variable 1: # of Results - The number of customers to report on the email, the default value is 10.
Variable 2: Note Type - The note type from e-automate used on either the contract or customer to store the action plan.
Variable 3: Min Active Machines - The number of active equipment records on the contract to consider the contract for the alert. The default value is 1.
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Alert Functionality
Alert Functionality
Our alert ID768 tells you about your worst-performing contracts. This alert looks at contract profit by CUSTOMER, not contract, this is helpful to see overall profitability for the customer, as you may have one contract that is losing revenue while another is very profitable.
**This alert can not report on Deposit Based Contracts as those types of contracts are not reported in analytics and this alert relies heavily on analytics**
1. The alert can be limited to only trigger for certain contract types. Contract types are found in Tools - Lists and Codes - Contract Types:
2. The action plan for the contract is stored as a note on the contract or customer. Note types are found in Tools - Lists and Codes - Note Types:
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Best Practices & Tips
Best Practices & Tips
1. Please also see THIS POST for more details and what to do next with the information from ID773.
Custom Property Set Up
Custom Property Set Up
Attribute name = ZCJProfitAlertSnooze
Description = Snooze from Profitability Bottom XX Alert
Data type = Date
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Related Alerts
Related Alerts
ID768 - Worst Performing Contracts/Customers
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