Plan Reloads
The Insights 2.0 Plan Reloads dashboard provides detailed information for plan reload activity, including trends, performance by site, and recovery metrics. Sites can use this dashboards to track the success of reload strategies and identify opportunities to reduce plan loss and increase recurring revenue.
- Reload Overview
- Reload Comparison
- Reloads Month Over Month
- History
Insights 2.0 dashboards are accessible from within Patheon Portal, or directly from any mobile device or desktop computer at Insights.DRB.com.
Patheon Portal
Mobile
Dashboard Location
Insights 2.0>Plan Analytics>Plan Reloads
Dashboard Tools
The Plan Reloads dashboard includes the following functions: refresh, sign out, last updated time and date, and select a dashboard tool.
Refresh
Dashboards automatically refresh every 15 minutes. However, the dashboard header provides a refresh function to manually force a data refresh. When selected, it refreshes the data for all Insights 2.0 dashboards.
Note: Patheon Portal does not include the Refresh function. Use the web browser reload page function to manually refresh the data.
Sign Out
The user icon in the header provides a Sign Out function to sign out of Insights 2.0.
Last Updated
The date and time, based on the user's location, the dashboard data was last refreshed.
Important: Insights 2.0 dashboard data is near real-time. It reflects a 15-minute delay, so that the data can be processed and accurately rendered in the dashboards.
Select a Dashboard
The Plan Reloads dashboard selector is located below the last updated information.
Selecting it opens the Labor Dashboard dashboard menu.
Reload Overview
Insights 2.0>Plan Analytics>Plan Reloads>Reload Overview
The Reload Overview dashboard provides insights into active plans by status, total unlimited plans renewed, number of plans manually renewed with the Reload function, the number of recurring revenue saved, the number of renewals by site, and the number of renewals by plan name.
Use this dashboard to understand how many unlimited plans were successfully renewed, how users are interacting with the renewal experience, and where renewals occur.
Filters
The Reload Overview dashboard can be filtered by site and time period.
Sites
Filter the dashboard by specific site, multiple specific sites, or all sites.
Daily | Weekly | Monthly | Yearly
Filter the dashboard by day, week, month, or year.
ACTIVE PLANS BY STATUS
The Active Plans By Status section provides the following information: active plans (no issue), active plans reloading (in grace period), discontinuing plans, suspending plans, and suspended plans, for the selected filters.
Active (Non-Issue)
The Active (Non-Issue) metric is the number of plans that have a status of Active; these plans are not in a grace period or reloading state.
Active (In Grace)/Reloading
The Active (In Grace)/Reloading metric is the number of plans that are active, but in a grace period or reloading state.
Discontinuing
The Discontinuing metric is the number of plans that have a status of Discontinuing.
Suspending
The Suspending metric is the number of plans that have a status of Suspending.
Suspended
The Suspended metric is the number of plans that have a status of Suspended.
PLANS RELOADED
The Plans Reloaded section provides the following information: unlimited wash plans renewed, plans manually renewed using the Reload function, and the revenue value that was retained (saved) by manually renewing the plan.
Unlimited Plans Reloaded
The Unlimited Plans Reloaded metric is the number of unlimited wash plans that were successfully renewed, for the selected filters.
Plans Reloaded via Reload Button
The Plans Reloaded via Reload Button metric is the number of wash plans that were successfully, manually renewed using the Reload function, for the selected filters.
Recurring Revenue Saved via Reload Button
The Recurring Revenue Saved via Reload Button metric is the total revenue value retained for wash plans that were successfully, manually renewed using the Reload function, for the selected filters.
Reload Comparison
Insights 2.0>Plan Analytics>Plan Reloads>Reload Comparison
The Reload Comparison dashboard provides insights into the current month compared to the previous month for plan renewals.
Use this dashboard to track reload performance over time with a side-by-side comparison of the current month vs. the previous month.
Filters
The Reload Comparison dashboard can be filtered by site and time period.
Sites
Filter the dashboard by specific site, multiple specific sites, or all sites.
Month - Year
Filter the dashboard by a specific month.
HISTORICAL STATS
The Historical Stats section provides the following information: plan reloads for the current month compared with the previous month, for the selected filters.
Plan Reloads: Current vs. Previous Month
The Plan Reloads: Current vs. Previous Month chart provides a daily comparison of the number of plans renewed for the current month, versus the previous month, for the selected filters.
Reloads Month Over Month
Insights 2.0>Plan Analytics>Plan Reloads>Reloads Month Over Month
The Reloads Month Over Month dashboard provides insights into monthly totals of renewed plans, with details by site for each month.
Use this dashboard to view long-term renewal trends, and surface monthly insights into renewal volume and performance by site.
Filters
The Reloads Month Over Month dashboard can be filtered by year and site.
Year
Filter the dashboard by a specific year.
Sites
Filter the dashboard by specific site, multiple specific sites, or all sites.
ALL SITES PLAN RELOADS
The All Sites plan Reloads section provides the total number of plans renewed for all sites, for each month, for the selected filters.
PLAN RELOADS
The plan Reloads section provides the number of plans renewed at each site, for each month, for the selected filters.
History
Insights 2.0>Plan Analytics>Plan Reloads>History
The History dashboard provides insights into declined renewals, discontinued plans after failed renewal, unpaid plan count, and renewal revenue over time (from successful renewals).
Use this dashboard to identify failed renewals, recovery opportunities, and overall financial impact.
Filters
The History dashboard can be filtered by site and time period.
Sites
Filter the dashboard by specific site, multiple specific sites, or all sites.
30 Days | 60 Days | 90 Days
Filter the dashboard by the most recent 30 days, 60 days, or 90 days.
PLAN RELOAD HISTORY
The plan Reload History section provides metrics for the number of declined plans (cumulative and by day), number of discontinued plans (cumulative and by day), number of unpaid plans (cumulative and by day), and revenue collected from successful renewals (cumulative and by day), for the selected filters.
Declined Plans
The Declined Plans metric is the cumulative number of plans that were declined, for the selected filters.
Declined Plans by Day
The Declined Plans by Day chart provides the number of plans that were declined each day, for the selected filters.
Discontinued Plans
The Discontinued Plans metric is the cumulative number of plans that were discontinued, for the selected filters.
Discontinued Plans by Day
The Discontinued Plans by Day chart provides the number of plans that were discontinued each day, for the selected filters.
Unpaid Plans
The Unpaid Plans metric is the cumulative number of plans that were unpaid, for the selected filters.
Unpaid Plans by Day
The Unpaid Plans by Day chart provides the number of plans that were unpaid each day, for the selected filters.
Reload Net Revenue
The Reload Net Revenue metric is the cumulative revenue amount collected from plans that were successfully renewed, for the selected filters.
Reload Net Revenue by Day
The Reload Net Revenue by Day chart provides the revenue amount collected from plans that were successfully renewed each day, for the selected filters.