Renewal Insights Dashboard
The Renewal Insights dashboard lets you know all the activities performed as a part of the contract and highlights the customer savings to influence renewal negotiations.
The use case includes helping the sales representative get insights into the given contract to interact with the customer smartly.
This dashboard is applicable for the following personas:
• Sales Representative
• Account Manager
• Contract Manager
• Service Leader
The Renewal Insights dashboard provides the following types of insights:
• Expected Margin vs. Actual Margin
• Customer Savings: List Price vs. Entitled Price
• Number of Work Orders covered by the contract
• Number of PM Work Orders created
• Number of Services consumed
The application helps you to view and manage the Renewal Insights dashboard as per your requirements. You can perform the following actions:
• View dashboard
• Edit dashboard
• Customize as a new dashboard