Access to Benchmark Purchases in PlaybookTracker

From: Joe Fulmer
Sent: Wednesday, June 2, 2021 12:43 PM
To: Kaylee Charlton ; Lauren Davis
Cc: Cheryl Weatherford ; Wanda Lane ; Dan DeTorrice
Subject: Access to relevant transactions in Playbook Tracker

We need to find a way to include all relevant transactions in Playbook Tracker when the client drills down. This could include transactions in the past year PRIOR TO the Price Effective Date OR transactions NEWER THAN the Savings Tracked Through Date.

My take is we should show all transactions for the past year in every case. This way the client will necessarily see the Bench Price transaction and any newer prices than the Savings Tracked Through date. The user can use intuition to figure out which of the transactions are included in the measured period....though it would be cool to show all and conditionally format those included in the analysis.

In this example below we are showing a 95% savings....with a bench price of $3900 and a LPP of $1995. The invoice drill down does not show the $3900 which leads the user to wonder if it's an accurate depiction of history and therefore an accurate calculation.

If a transaction is part of the BroadJump calculation it must be accessible on the fly.

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All the best,

Joe Fulmer
VP Client Management
jfulmer@broadjumpllc.com
C: 207-242-3234
broadjumpllc.com

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