SW Historical Plan Analysis
The SW Historical Plan Analysis dashboard provides summarized historical SiteWatch unlimited plan data: wash plan use, wash plan use by customer, total plans sold value, unlimited plan revenue value, and active vehicle count value. The dashboard can be generated for each month, up to 2 years from a site's SiteWatch-to-Patheon conversion month (depending on the availability of historical data from its SiteWatch Server). The dashboard provides historical SiteWatch data, so the data is static; it does not include live or current data. Detailed information about each dashboard is provided below.
- PLAN USAGE STATS
- PLAN USAGE BY CUSTOMER
- Total Plans Sold Value
- Unlimited Plan Revenue Value
- Active Vehicle Count Value
Insights 2.0 dashboards are accessible from within Patheon Portal, or directly from any mobile device or desktop computer at Insights.DRB.com.
Dashboard Location
Insights 2.0>SW Historical Dashboards>SW Historical Plan Analysis
Dashboard Tools
The SW Historical Plan Analysis dashboard includes the following functions: refresh, sign out, select a site tool, and select a time period tool.
Refresh
The dashboard header provides a refresh function to manually force a data refresh.
Note: SiteWatch data is historical data and does not need to be refreshed.
Sign Out
The dashboard header provides a user icon, which when selected, provides a Sign Out function to sign out of Insights 2.0.
Select a Site
The dashboard provides a site selector to open a list of all sites within the organization, and then select a site to view its data in the dashboards.
Selecting the site selector (it's set to All Sites by default), opens a list with all sites. Users can navigate up and down the list to select a site. In addition, the site list includes the following features: site search, select all sites, deselect all sites, and multi-site selection.
- Search: A search tool is available at the top of the site list for multi-site organizations that have a large number of sites. It can be used to quickly locate a site without navigating through the entire list. Note: The search function is case-sensitive.
- Select all / Deselect all: All sites can be selected or deselected.
- Multi-Site Select: Multiple, select sites can be selected. Select a site to include it; select it again to not include it.
Select a Time Period
A month(s) and year(s) time period selector is provided to choose the month(s) and year(s) to view the dashboard for. By default, the month time period is set to All Months and the year time period is set to All Years.
All Months
The month selector is set to All Months when the dashboard is opened. Select it to open the month selector and choose a specific month, select all months, or select multiple specific months. The month selector.includes a Select all / Deselect all toggle function and each calendar month. A selected month has a red background; a deselected month has a white background. An Apply function is provided to confirm any selection and open the dashboard for the selected month(s).
Note: Use the month selector in conjunction with the year selector (below) to view specific month and year data.
All Years
The year selector is set to All Years when the dashboard is opened. Select it to open the year selector and choose a specific year, all years, or select multiple specific years. The year selector.includes a Select all / Deselect all toggle function and each year of data that is available (in YYYY format). A selected year has a red background; a deselected year has a white background. An Apply function is provided to confirm any selection and open the dashboard for the selected year(s).
Note: Use the year selector in conjunction with the month selector (above) to view specific month and year data.
PLAN USAGE STATS
The Plan Usage Stats section provides a table with total plan redemptions, for the selected site(s) and time period.
Site
The Site column provides the name of each site within the organization.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Total Plan Redemption
The Total Plan Redemption column provides the total number of times a wash plan was redeemed, for the selected site(s) and time period.
The column can be sorted in ascending or descending numerical order by selecting its header.
PLAN USAGE BY CUSTOMER
The Plan Usage by Customer section provides a table with total plan redemptions, for the selected site(s) and time period.
Customer
The Customer column provides the customer ID that corresponds to each customer, for the selected site(s) and time period.
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Reload Site
The Reload Site column provides the site where the corresponding customer's wash plan is reloaded, for the selected site(s) and time period..
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Plan
The Plan column provides the name of the wash plan to which the corresponding customer belonged, for the selected site(s) and time period, for the selected time period and site(s).
The column can be sorted in ascending or descending alphanumerical order by selecting its header.
Total Plan Redemptions
The Total Plan Redemptions column provides the number of times the wash plan was redeemed by the corresponding customer, for the selected time period and site(s).
The column can be sorted in ascending or descending numerical order by selecting its header.
Tenure by Plan
The Tenure by Plan column provides length of time the corresponding customer was a member of the wash plan, for the selected time period and site(s).
The column can be sorted in ascending or descending numerical order by selecting its header.
LTV By Plan
The LTV By Plan column provides the lifetime value of the corresponding customer's plan membership. It is the total plan revenue received from the plan customer, for the selected time period and site(s).
The column can be sorted in ascending or descending numerical order by selecting its header.
Total Plans Sold Value
The Total Plans Sold Value provides the total unlimited wash plan revenue recorded for new plan memberships, for the selected time period and site(s).
Unlimited Plan Revenue Value
The Unlimited Plan Revenue Value provides the total unlimited plan revenue recorded, for the selected time period and site(s).
Active Vehicle Count Value
The Active Vehicle Count Value provides the total number of active vehicles with a plan membership, for the selected time period and site(s).
