The lifecycle portal allows you to see to lifecycle analytics for a client or client group.
Accessing the lifecycle portal (clients)
- View a client
- Under the customer portal section, click on View lifecycle portal.
Accessing the lifecycle portal (client groups)
- View a client group
- Under the client group name, click on View lifecycle portal.
The life cycle portal provides the following analytics of a client/client group:
- Spend by month by category
- Repair spend by asset type
- Asset lifecycle forecast
- A dynamic table where you can track the spend for each year as well as group and subgroup the data by:
- Asset type
- Client (when viewing the lifecycle portal of a client group)
- Asset ID
- Installation Year
- Replacement Year
- Installation Date
- Replacement Price