Contract Insights Dashboard Information
This topic explains in detail what information is displayed in the Contract Insights dashboard.
Prerequisites
1. Populate the Expected Margin % on the Service Contract record.
2. Populate the Expected Margin % on the Product record.
3. Populate the Total Price, Start Date, and End Date for each asset covered by Service Contract.
Dashboard Information
Chart Name
Chart Description
Additional Details
Summary Details
Revenue
Total revenue generated from the contract.
Contract Line Item.Total Price -----1
It is the total revenue generated for the selected date range. It is the sum of the overall price from the Work Order and the revenue generated from the Contract Line Item.
Cost
Total Overall Cost from Work Order
Considers only closed Work Order and Assets entitled by Contract.
Profit/Loss
Revenue - Cost
Revenue - Cost
Renew By
Indicates by how many days the contract is due for renewal
End date - last dashboard execution date
TimePeriod
The date range for which details are viewed
default: 12 months to 1 month ago
Chart Details
Asset Margin
Shows actual margin from each Asset
Actual Margin = (Total Revenue - Total Cost) /Total Revenue
Actual Margins(%) By Year
Shows year-on-year actual margin details
Shows margin generated year on year
Contract Expected Margin = Service Contract.Expected Margin %
The average actual margin for the total contract period
Costs by Type
Shows total cost split by the type of work
Work Order (Purpose of Visit)
Revenue Vs Cost
Shows quarterly revenue, cost & actual margin trend for the contract
Cost by Line Type
Cost split by line type and further split based on type of activity(service product)
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