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Customers account performance.

Owned by Reshel Arceo
Last updated: Nov 10, 2023
2 min read

This allows the user to see a customers account performance.

The following roles can view the customers account performance.

  • Admin

  • Sales

  • Field Management

  • Back Office Management

  • Call Centre Basic

  • Call Center Advanced

Acceptance Criteria

  1. The following calculation needs to be done to get the customer PAYG account performance

    1. PB = (total paid to date)/(total due to date) 

(total due to date) = ((daily rate)*(days since installation- DP days)) + (DP amount) 

  1. The total paid to date should not be more then the contract value

  2. The account performance will be for PAYG accounts however the calculation is done on the contract level

  3. If this is a new account and it hasn’t become active yet then the performance should be 0%

  4. If the account is still in the DP period(i.e this could be 7 or 30 days) then band should be 100%

  5. As this on account level contracts with the following status should be used in the calculation

    1. Active

    2. Late

    3. Defaulted

    4. Finished

  6. Once a contract is finished the performance doesn’t get updated

  7. The performance figure is displayed on the customer account page in a percentage and if it is greater than 100% it should just be displayed as 100%

How to view the customers account performance.

  • Search for the customer you need in the Customer module

    • Click the 9 dots > Customer > search

  • The account band is displayed on the account page.

  • It also displayed in the account details.

 

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