Nextian extends the standard Salesforce Product (Product2) object, providing product managers with a comprehensive 360° view of products quoted and sold by the business.
The package includes the following features:
- Additional Fields — financial, statistical and others derived from services, accounts and locations associated with products (see below).
- Page Layout — a Nextian page layout (Service Analyzer Product Layout) including the new fields, sections and related lists.
Important Additional, simplified product layouts are provided for product parts and service request products, which are used for quoting. - Lightning Page and Components — lightning experience page (Service Analyzer Product) with additional components for improved product visualization: accounts, service locations, alarms, upgrade opportunities and others (out-of-the box page contains all the components).
- Additional product list views.
All features are fully customizable after the package is installed.
Product statistics
The following service-related fields are automatically calculated for products:
Field | Meaning |
---|---|
Active Services | Number of active services with this product regardless of their status. |
Total Services | Number of all services with this product regardless of their status. |
Active Customers | Number of distinct customers with active services with this product. |
Active Locations | Number of distinct locations with active services with this product. |
Revenue, profit & margin
Nextian calculates an aggregate of the service financial model for each product, based on its active services:
Field | Meaning |
---|---|
Monthly Recurring Revenue | Automatically calculated, read only sum of monthly recurring revenue for all active services with this product. |
Monthly Gross Margin | Automatically calculated, read only monthly gross margin / monthly recurring revenue for all active services with this product (percentage). |
Monthly Gross Profit | Automatically calculated, read only sum of monthly gross profit for all active services with this product (amount). |
Monthly Net Profit | Automatically calculated, read only sum of monthly met profit for all active services with this product (amount). |
Monthly Net Margin | Automatically calculated, read only monthly net margin / monthly recurring revenue for all active services with this product (percentage). |
Average Revenue Per Service | Automatically calculated, read-only average monthly revenue of all active services with this product. |
Average Gross Profit Per Service | Automatically calculated, read-only average monthly gross profit of active services with this product. |
Average Net Profit Per Service | Automatically calculated, read-only average monthly net profit of active services with this product. |