CloudLink Ideas Portal

Enhancement to SalesLink's Customer Sales Analysis view providing a granular breakdown of Equipment and Rental Revenue, moving beyond broad categories to specific subcategories.

SalesLink Customer Sales Analysis Enhancement.

To enable more effective decision-making and provide a clearer picture of our sales performance within SalesLink's Customer Sales Analysis view, we propose an enhancement to the Customer Sales analysis revenue breakdown capabilities.

Currently, the existing categories for Equipment and Rental Revenue are too broad.
The proposed enhancement would introduce specific sub-categories for both revenue types:

For Equipment Revenue, users would be able to analyze:

  • New Machine Sales

  • Used Machine Sales

  • Total Machine Sales (combining New and Used sales)

For Rental Revenue, the breakdown would include:

  • Rent to Rent Revenue

  • RPO Revenue (Rent to Own)

  • RPO Conversion/Sales (Revenue from Rent to Own conversions)

  • Rental Fleet Sales (Revenue from direct sales of rental assets)

  • New Allied/Other Rent Revenue

  • With a clear Rental Revenue Total."

This enhanced view will provide the detailed revenue insights necessary for more precise financial analysis and strategic planning.

Enhanced View o...
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  • Ryan Stevenson
  • Jun 17 2025
  • Needs clarification
SalesLink
How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save a month of work
How many people at your company would benefit from this idea? Everyone
What problem is your idea trying to solve?

The idea is trying to solve the problem of insufficient detail and lack of granularity in SalesLink's current revenue reporting, which prevents users from gaining precise insights into the specific components driving their Equipment and Rental Revenue.

The problem this idea is trying to solve is the lack of granular visibility into revenue streams within SalesLink's Customer Sales Analysis view.

Currently, users only see broad "Equipment Revenue" and "Rental Revenue" totals. This makes it difficult to:

  • Understand the specific drivers of revenue. (e.g., Are new machine sales or used machine sales contributing more to equipment revenue?)

  • Identify performance nuances within each revenue category. (e.g., How much revenue comes from long-term RPO agreements versus short-term Rent-to-Rent?)

  • Make informed, data-driven decisions regarding sales strategies, inventory management, marketing efforts, and profitability analysis for specific product/service lines.

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  • John Bullock commented
    14 Jul 17:11

    Hi David - This is mapped to our ERP via our Inventory Accounts. and contract type. I.E. a rental contract our of an RPO inventory account would be RPO Rental Revenue.

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  • Admin
    David Vuong commented
    23 Jun 21:04

    Hi Ryan,

    Are you able to provide information on how those different categories are identified from the ERP?

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