High-level Work Flow
This section provides a high-level overview of the Attach Rate metric calculation process. It helps you to understand the available configuration options and how they help to qualify the records for the calculation of the metric. The Attach Rate is calculated based on the Service / Maintenance contract object.
1. The system determines the records belonging to which time-frame should be considered for metric calculation. The system picks up the records based on the following filters:
• Records which were created/modified within ‘n’ days prior to the SPM engine execution date for computing the metric, where 'n' is the value of global setting SET004. The default value of SET004 is 365 days. You can update /edit the value of SET 004 as required.
• Last Modified Date is greater than the last execution time of SPM Engine. The system picks up only the records which satisfy these criteria.
2. Define the inputs to be used in metrics calculation. Select the source for Technician, Account, Product, Closed On fields. The system checks whether these fields are blank or contain values. If the fields are blank, then those records are not considered for metric calculation.
3. Use the criteria tab to select the expression to qualify the Installed Product for metrics calculation. This expression filters and qualify the Installed Products for metrics calculation. Select the SFM expression as required.
4. Select the expression to qualify the Covered Product for metrics calculation. Using the expression to qualify covered products, user can set the criteria to filter covered products that have active coverage or filter out cancelled covered products. The system calculates the attach rate as : the attach rate % of installed products under contract = (Number of installed products with contract coverage ÷ Total number of active installed products) x 100
You can use the Reports and Dashboards to visualize the percentage of Attach Rate metric based on various categories.