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 banner.


These standard filters are available:
  • Facility
  • Warehouse (Config. 1)
  • Customer (Config. 1)
  • Equipment
  • Supplier
  • Time (Config. 2)
  • Payer
  • Service
  • Work Center
  • Claim Spec Type
  • Claim Status
  • Show N Records

Time is a required filter.