Snapshot of Contract Performance prior to auto renewal
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Overview
Overview
For clients who don't do contract renewals or contract end dates (just contracts that are evergreen), use this report to trigger XX days prior to each anniversary of the contract start date for snapshot of contract performance.
Use SSRS Report ID150 Contract Profitability for a more complete contract profit review.
Run Schedule: Mondays AM
Type of Output: Email and On Demand Custom Report
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Sample
Sample
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Variables
Variables
Variable W: Enter number of days prior to expiration or anniversary date report should consider
Variable X: Frequency, in days, to send email
If VariableX is set to 30 and VariableW is set to 60, report will show contracts expiring/anniversary date between 30 to 60 days out.
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Alert Functionality
Alert Functionality
1. The report will use VariableW and VariableX as a range in days so that the same contracts don't repeat.
2. If variable X is set to 30 and Variable W is set to 60, report will show contracts expiring/anniversary date between 30 to 60 days out
3. This is also installed as a custom on demand report where you can use the contract/customer advanced selection filters to manually run the report for your selected records.
4. This highlighted To box is broken, so please add your email address in any other box to receive emails:
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OnDemand Report Filters
OnDemand Report Filters
Custom Report Name = CEOJuice Contract Internal Review TrendReport
Can filter by Customer(s), Contract(s), and/or Sales Rep(s).
Use Advanced filter for more Customer and/or Contract filter options:
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Best Practices & Tips
Best Practices & Tips
None at this time
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Related Alerts
Related Alerts
ID150 - Contract Profitability SSRS Report
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