Salesforce

CRM Software • Customer Relationship Management

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Online
Customer Relationship ManagementSales AnalyticsMarketing AutomationService Cloud
Medium RiskOver BudgetOver Budget

Performance Issues Detected

• Spending $150,000 over budget

Contract

$1,800,000

Total Value

Invoiced

$1,950,000

108.3% of contract

Potential

$180,000

Savings Available

Realized

$0

0.0% efficiency

Actionable Outcomes

Specific data points required to deliver expected outcomes

1Deliver Cost Savings

Potential Recovery: $180,000

License optimization and service consolidation could reduce annual costs by 9.2%.

Budget Overrun Alert

Amount Over Budget: $150,000

2Drive Efficiency Gains

API usage optimization could reduce integration costs by 15%.

Contract: Net 30

Average Time to Pay: 30 days

3Reduce Business Risk

Risk Level: Medium

Spend is 8.3% over budget due to unapproved expert services and additional licenses.

SLA Performance - System Uptime

Target: 99.5%Actual: 99.7%
Met

Optimization Insights

Cost Savings

$180,000

License optimization and service consolidation could reduce annual costs by 9.2%.

Efficiency Gains

API usage optimization could reduce integration costs by 15%.

Risk Reduction

Implement approval workflow for service add-ons and license upgrades.

Spend Analysis

Monthly Spend Trend

Contract Value: $1,800,000

$488k
$366k
$244k
$122k
$0k
$487,500
27.1% of total contract
$487,500
27.1% of total contract
Jan 24
Apr 24
Monthly Spending
Normal (<20%)
High (20-30%)
Critical (>30%)

Key Metrics

Total Contract Value

$1,800,000

Total Invoiced

$1,950,000

Spend Ratio

108.3%

Number of Contracts

1

Contracts

Salesforce Enterprise License 2024

contract-sfdc-001

Met

Period

Jan 1, 2024 - Dec 31, 2024

Value

$1,800,000

Payment Terms

Net 30

Recent Invoices

inv-sfdc-002

Apr 25, 2024

Paid

Amount

$487,500

Days to Pay

32 days

Contract

contract-sfdc-001

inv-sfdc-001

Jan 25, 2024

Paid

Amount

$487,500

Days to Pay

28 days

Contract

contract-sfdc-001