SLA Agreements
The SLA Agreements dashboard for Sage 300 tracks billing, costs, and coverage for service level agreements, by agreement, site, and plan. It includes billed, covered, and costed amounts to date, and the top agreements and sites by billed amount.
How to use the SLA agreements dashboard
- Compare billed, covered, and costed amounts to see how much of each agreement is paid for, covered, and spent on.
- Rank agreements and sites by billed amount to find where SLA billing concentrates.
- Split agreements by status and by type to see the mix of active agreements and the meter, site, and warranty types.
- Follow billed amount to date by plan to compare how each SLA plan bills over time.
Filters
Use the filtering panel at the top of the SLA Agreements dashboard to control which data is shown. The filters apply to all views and ensure the dashboard reflects the selections you choose.
Calendar Year: multiple values
Calendar Period: multiple values
SM Site: multiple values
Agreement Number: multiple values
Key performance indicators (KPIs)
The key performance indicators (KPIs) at the top of the dashboard show three billed, covered, and costed amount measures, and update based on the filters you apply.
| KPI | What it measures |
|---|---|
| Billed to Date Amount | Total billed amount under SLA agreements to date. |
| Covered to Date Amount | Total covered amount for services under agreements to date. |
| Costed to Date Amount | Total costs incurred under SLA agreements to date. |
Visual components
| View name | Type of view | What it shows |
|---|---|---|
| Top 10 Agreements | Stacked Bar | Ranks the top 10 SLA agreements by billed amount. |
| Top 5 Sites | Doughnut | Ranks the top 5 sites by their contribution to SLA billing. |
| Agreements by Status | Doughnut | Splits agreements by status. |
| Agreements by Type | Doughnut | Splits agreements by type, covering meter, site, and warranty. |
| Billed Amount to Date by Plan | Combination | Follows billed amount to date by SLA plan. |