ID258 - QBR - Lease Details (Worksheet7)

The lease detail is designed to get the all the information needed to work the numbers and see when is the best time to upgrade a lease.

It requires that you store the lease information in eAutomate Service Lease Record:


Consider ID64 to ensure that information is accurate.

Quick Link to Data Explanations:

Lease Payment Total and Lease End DateAverage Service BillingLast BW / Color MeterBase and Overage Clicks BW / Color


Lease Details, Grouped by Lease Company


Meter Types MUST be defined per Meter Category in eAuto:


Lease Payment Total and Lease End Date:

Equipment level lease payment per eAuto Service or Contract Record Lease Details

Average Service Billing

The sum of all contract revenue allocated to specified equipment for the periods (based on invoice date) reported divided by the number of periods reported.

The portion of revenue attached to that equipment's meter readings, average by month of period filter of report. It is the overage and meter group base, if it exists. 

Lease Billings

Per lease amount on Contract Invoices:


Last BW / Color Meter:

Last BW / Color Meter BILLED

Base and Overage Clicks BW / Color:

BILLED clicks for period time filter

*The short definition of BaseAndOverage is 'The larger of actual clicks run or clicks covered for the period.' So if a given machine is billed for overage (run more clicks than covered) the actual clicks-billed value is used, but if a machine failed to meet its covered clicks the total covered (paid for) clicks is used instead. It's essentially 'clicks sold.' Then all this is summed up per contract invoice and then for the reporting period.


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Use these links for detailed explanation and formulas used for each of the worksheets provided:

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)



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