Pages configured for a Contract Manager display how well the service is being delivered for each of the accounts he is managing. Dashview of the relevant Contracts in order to update the manager on the current service level provided on the obligations of the Contracts that are under his responsibility. In addition, such a page displays available reports for each of the service components that are included in the Contract.
The Overview Page includes the following dashviews:
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Dashview |
Description |
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My accounts |
Widgets of all the Contracts or Contract Parties that are under the responsibility of the Contract Manager. |
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My services |
Service components across the accounts managed by the Contract Manager. |
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Financial performance |
Widgets that include aggregative information on financial metrics for the managed accounts. |
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URL |
Portal such as the CRM system |
Create an Account Page for each of the managed accounts that provide a view on the specific account obligations. It is recommended to combine views of Current Status calculation aside to Contractual status in order to provide the account manager the ability to be proactive and act fast. For example:
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Account Page |
Description |
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Account obligations |
Includes Metrics included in the contrac |
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Financial performance |
Widgets that include aggregative information on financial metrics for the managed accounts. |
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