Lifecycle portal

The lifecycle portal allows you to see to lifecycle analytics for a client or client group. 

Accessing the lifecycle portal (clients)

1. View a client
2. Under the customer portal section, click on View lifecycle portal.

Accessing the lifecycle portal (client groups)

1. View a client group
2. 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
  • Property
  • Asset
  • Condition
  • Installation Year
  • Replacement Year
  • Installation Date
  • Replacement Price