CRM Contract dashboard

insert here the logo of the dashboard

Target Users

Business Application Owners

Syensqo: Melissa Bahr

Solvay:

Data Product Owner

Authorization & Rights

See how to request access here

Access rules and approvers:

If the user requests access to any Syensqo GBU, then the approver is Melissa Bahr

For Solvay GBUs

If Requester is requesting access to GBU data for	Then approvers are
Coatis	Nathalia COSTA and Rafael ROCHA DE SALLES
Peroxides	Diego RIZZO and Catalin CAPATINA
Silica	Perrine GILLOT and Amel GHERBIA
Soda Ash & Derivatives	Patrick ROUMEGOUX, Nicoletta VENTRE, Andrew PURCELL
Special Chem	Eckart Nerge

General Description
The aim of this dashboard is to display data from 2 Salesforce (Core and Icare) related to contract information (#Active Contracts, #Recently Expired Contracts, EAR…) Technical Documentation Link to Training support Global architecture

KPIs within this dashboard

Active Contracts - The total number of contracts that are active. Active means the contract status in SFDC is set to “Signed by both parties, Active”
EAR Active - Estimated Annual Revenue summed
Recently Expired Contracts - The number of contracts that have expired in the past 90 days
EAR Recently Expired - Estimated Annual Revenue summed for all contracts that have expired in the past 90 days
Flexibility % # of Contracts - The number of active contracts that are flexible1 as a percentage of the total number of active contracts
Flexibility as a % of EAR - The EAR of contracts that are flexible as a percentage of total EAR for all active contracts

Additional details

Every currency related to the “Estimated Annual Revenue” indicator is based on CAR3 change rates.

This indicator is converted (to euros or US dollars) in the script.

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