To alert your subscribers or sales rep whenever the rolling last three months overages are W% above the base for that same period. Will also check to see if the total actual contract clicks for the last three rolling months is X% of the previous three months. The idea is to look for any sudden shift in overages or volume for the last three rolling months.
ID # | Description | Notes | Required |
---|---|---|---|
ID320 | Where do you keep sales rep info, CRM or eAuto | This is required! | No |
ID330 | Customer not hitting minimum volumes | ID256 shows overages and volume trends, designed to tell you when a customer's volume has doubled quarter over quarter. ID330 is to look for customers not hitting their minimum contracted volume. | No |
ID918 | Invoices billing Overage or Underage | No | |
ID321 | Alert on last Contract invoice if Overage > W% of Base or Underage <X% of Base | No | |
ID334 | HouseKeeping CEOJuice Background Tables | Yes |
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