Warranty Claims Overview dashboard

The Warranty Claims Overview dashboard provides insights into the claim process against the OEM or supplier. You can use this dashboard to improve cash flow by highlighting problematic claims and settlements trends and amounts.

This dashboard also provides you with an overview of the claims per status and the comparison between claim and settlement amounts. You can also view the claim amount, settlement amount, number of claims, and the trends for each measures in this dashboard.

This dashboard can answer these business questions:

How successful are we in claiming repair costs from our suppliers and OEMs?
Who are the customers, payers and what are the equipment type with the highest claim filed?
What is the share of total claim amount for the top customers, payers, and equipment types?

Reports and KPIs

The dashboard contains these reports:

Top Claim by Customer
Top Claim by Payer
Top Claim by Equipment Type
Claim Amt by Status
Claim vs Settlement by Period

KPI charts:

Claim Amt by Period
No. of Claims by Period
Settlement Amt by Period
Claim vs Settlement Pct by Period

This dashboard also contains these KPIs:

Claim Amt
No. of Claims
Settlement Amt
Claim vs Settlement Amt Pct
Claim Amt Pct of Total by Customer
Claim Amt Pct of Total by Payer
Claim Amt Pct of Total by Equipment Type

The Show N Records filter is applied to these reports: Top Claim by Customer, Top Claim by Payer, and Top Claim by Equipment Type. Just above these reports are the KPIs, namely Claim Amt Pct of Total by Customer, Claim Amt Pct of Total by Payer, and Claim Amt Pct of Total by Equipment Type. These KPIs show the total percentage of the selected top claims, in relation to the entire claims made by customer, payer, or equipment type.

These KPIs use the Claim Date as the date basis for analysis and the Sum aggregation.

Amounts are expressed in the company currency.

Currency information is also displayed on the dashboard.

Filters

These standard filters are available:

Facility
Work Center
Time (Config. 2)
Warehouse (Config. 1)
Equipment
Customer
Payer
Supplier
Service
Claim Status
Claim Spec Type
Show N Records

Time is a mandatory filter.