This will report a list of contracts terminated for the period you specify grouped by termination code to give you an idea of why you lost them and sorted with the highest revenue at top so you can see what it is costing you. We are discussing the option of sending a survey to the contracts where the termination code is 'lost to competition'. Use ID587 for contracts added/lost.
ID # | Description | Notes | Required |
---|---|---|---|
ID113 | List of Contract Equipment Terminated Today | Equipment terminated from contract today | No |
ID617 | Contracts Terminated Today | Entire contract terminated today | No |
ID587 | Contracts Lost & Won (PBI version rec. ID281) | SSRS report with graphs and trending information on termination codes on your contracts | No |
Juice Agent - Powered by GPT4 and augmented with everything we know