Contract Tracking

Contract Tracking is your go-to tool for understanding how your service Contracts are performing – financially, operationally, and in real time. An optional, but powerful add-on to Equipment Monitoring Toolkit (EMT), Contract Tracking gives branch managers, service leaders, and contract administrators a clear view of Contract health across your entire operation.

  • Comprehensive Performance View: Contract Tracking provides a means of viewing the performance of Contracts, offering insights from overall branch performance down to details for a particular serial number.
  • Financial Clarity: Review detailed financial data related to Contracts, including actual and forecasted revenue, expense, reserve, and close-out amounts. This clear financial picture helps users understand the profitability and financial status of their Contracts.
  • Trend Analysis: The Contract Summary report shows revenue for Contracts that started in the past 8 years, grouped by branch. This feature provides valuable insight into year-to-year trends and business performance over time.
  • Targeted Reporting Capabilities: The CSA Query Report allows users to display Contract financial data filtered by various attributes such as Status, Branch, Division, and Service Category Code, and whether the balance is above, below, or equal to a specific amount. This enables targeted analysis to identify specific areas of interest or concern.
  • Data Freshness: The data in Contract Tracking is refreshed daily with the latest updates from your database, ensuring that any changes in the database are reflected the next day. This up-to-date information allows for timely decision-making.

In essence, Contract Tracking helps users gain actionable insights into their Contract performance and finances, enabling them to analyze trends, identify profitable areas, and make informed business decisions.

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