For clients who don't do contract renewals or contract end dates (just contracts that are evergreen) we have this alert that will trigger XX days prior to each anniversary of the contract start date to allow them to get a quick idea as to the performance of the contract over the last year. See alert ID150 for a more complete contract profit alert. Also installed as a Custom Report for needed advanced filtering. (Dec 2017 To1: not working on alert subscription)
ID # | Description | Notes | Required |
---|---|---|---|
ID150 | Contract Profitability by Rolling Month | No |
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