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Reporting on Service Contract Profitability

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Fry Chef
Fry Chef

Reporting on Service Contract Profitability

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What is the best way to report on service contract profitability?  We would like to report on the contract purchase price verses the work order labor, travel, expenses, and parts costs taking into account the contract duration (start and end dates).

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Re: Reporting on Service Contract Profitability

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Hi John,

The best way would be to create a report with report type "Work Orders with Service Contract".

You can set the report to be grouped by Service Contract and Summarize(SUM) the Currency Fields and the Contract Amount Field. Due to the "Smart Totaling" feature in SFDC Reporting it will only count the Contract Price once and will SUM the Currency fields on the Work Orders as needed. Then from here you will be able to cross reference the Totals per Grouping(Service Contract).

The fields on the Work Order can be Total Work Order Amount, Total Billable Amount, and etc. (Using the Roll-up fields from Work Details)

You may also be able to utilize the Roll-up formulas to make calculations against the Groupings and over-all summaries.

Thanks,

ChrisM.

ServiceMax

crt_chrism​

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Re: Reporting on Service Contract Profitability

Jump to solution

Hi John,

The best way would be to create a report with report type "Work Orders with Service Contract".

You can set the report to be grouped by Service Contract and Summarize(SUM) the Currency Fields and the Contract Amount Field. Due to the "Smart Totaling" feature in SFDC Reporting it will only count the Contract Price once and will SUM the Currency fields on the Work Orders as needed. Then from here you will be able to cross reference the Totals per Grouping(Service Contract).

The fields on the Work Order can be Total Work Order Amount, Total Billable Amount, and etc. (Using the Roll-up fields from Work Details)

You may also be able to utilize the Roll-up formulas to make calculations against the Groupings and over-all summaries.

Thanks,

ChrisM.

ServiceMax

crt_chrism​

View solution in original post

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