1 / 95

Utilization and ROI Reports

Utilization and ROI Reports. International Alert Users Association Conference November 12-14, 2009 Jeffrey Knoepke. Utilization and ROI Reports. How do you measure your Rental Fleet performance?. Utilization and ROI Reports. Time Utilization? (The portion of time equipment is on-rent).

otis
Download Presentation

Utilization and ROI Reports

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Utilization and ROI Reports International Alert Users Association Conference November 12-14, 2009 Jeffrey Knoepke

  2. Utilization and ROI Reports How do you measure your Rental Fleet performance?

  3. Utilization and ROI Reports Time Utilization? (The portion of time equipment is on-rent) Return on Investment / Dollar Utilization? (Cost / Revenue)

  4. Utilization and ROI Reports Alert can help you with both!

  5. Utilization and ROI Reports Return on Investment / Dollar Utilization

  6. ROI Reports ROI Reports Menu Fixed Assets => Reports => ROI Reports Year to Date ROI Life to Date ROI Target ROI

  7. ROI Reports Year-to-Date Equipment ROI Report • Reports MTD & YTD # of rentals, rental earnings, and average earnings per ticket • Reports Cost (either Purchase or Replacement) and MTD & YTD ROI%

  8. ROI Reports Year-to-Date Equipment ROI Report • Select by Rental Class, Group, or All Equipment

  9. ROI Reports Year-to-Date Equipment ROI Report • Select Current & ‘Down for Maintenance’ or All Equipment

  10. ROI Reports Year-to-Date Equipment ROI Report • Reports MTD & YTD Turns, Earnings, and Ticket Average

  11. ROI Reports Year-to-Date Equipment ROI Report • Shows: • Quantity Owned • Cost including Maintenance • (either Purchase or • Replacement) • MTD ROI % • YTD ROI %

  12. ROI Reports Life-to-Date Equipment ROI Report • Lifetime Earnings ROI Analysis • Includes Maintenance Costs • Can be run for either • Only equipment with Purchase records • Only equipment with LTD ROI > 1

  13. ROI Reports Life-to-Date Equipment ROI Report • Select by Rental Class, Group, or All Equipment

  14. ROI Reports Life-to-Date Equipment ROI Report • Select Equipment by Status

  15. ROI Reports Life-to-Date Equipment ROI Report • Select only Equipment w/Purchase records OR • Select only Equipment with LTD ROI >1

  16. ROI Reports Life-to-Date Equipment ROI Report • Reports Purchase Cost, LTD Turns, LTD Earnings, LTD Maintenance, and LTD ROI %

  17. ROI Reports Target ROI Report Reports MTD, YTD, LTD ROI for some or all fixed assets Indicates which have reached predetermined target ROI % Indicates which have reached predetermined “Sell-by” date

  18. ROI Reports Target ROI Report Setup in Fixed Asset • In Fixed Asset Update: • On “ROI” Tab • Enter Desired ROI % • Enter desired Sell-By • Date

  19. ROI Reports Target ROI Report • Select by Rental Class, Group, or All Equipment

  20. ROI Reports Target ROI Report • Select Current and ‘Down for Maintenance’ or All Equipment

  21. ROI Reports Target ROI Report • Items marked with an ‘*’ have reached Target ROI

  22. ROI Reports Target ROI Report • Items marked with an ‘!’ have passed their Sell-By Date

  23. ROI Reports Target ROI Report • Shows number of rentals Month, Year, and Life to Date

  24. ROI Reports Target ROI Report Reports Rental $$, Maintenance $$, and % ROI Month, Year, and Life to Date

  25. ROI Reports Fixed Asset Excess Inventory Report Equipment that has NOT rented this year • Accessed by: • Main Menu • Menu “Tree” • Marketing Menu • Vital Signs Reports Menu • OR

  26. ROI Reports Fixed Asset Excess Inventory Report Equipment that has NOT rented this year Go to Report Wizard and search for “excess”

  27. ROI Reports Fixed Asset Excess Inventory Report Reports All Fixed Assets that have rented in the past but have not rented this year

  28. ROI Reports Fixed Asset Excess Inventory Report Includes Asset Number/Name, Quantity, Replacement Cost, LTD Earnings

  29. Utilization and ROI Reports Advanced Utilization Reports (previously called Heavy Equipment Module) (Now available for ALL users!)

  30. ROI Reports Equipment Utilization / Input Max % Dollar utilization compared against replacement cost to find equipment that is financially performing poorly Fixed Assets => Reports => Heavy Equipment => Equipment Utilization / Input Max %

  31. ROI Reports Equipment Utilization / Input Max % Run for one Group or All Groups

  32. ROI Reports Equipment Utilization / Input Max % Choose a Maximum ROI % to include

  33. ROI Reports Equipment Utilization / Input Max % Choose Year to Date or Life to Date Earnings for ROI %

  34. ROI Reports Equipment Utilization / Input Max % Lists each selected Asset and its ROI

  35. Utilization and ROI Reports Time Utilization

  36. Time Utilization Renter Utilization Report Summarizes Time on Rent Fixed Assets => Reports => Renter Utilization Report

  37. Time Utilization Renter Utilization Report Detail shows each Fixed Asset. Summary totals units by Rental Class.

  38. Time Utilization Renter Utilization Report Summarizes by Month for a selected Date Range

  39. Time Utilization Renter Utilization Report Can be run for one or All locations

  40. Time Utilization Renter Utilization Report Shows Total Days or % of Month On-rent. (Month is calculated as 28 days) (Totals can exceed 100% utilized by closing multi-month ticket or Advanced Billings)

  41. Time Utilization Reports Available on “ReportShare” www.alertms.com => Support => Client Share => Report Share

  42. Time Utilization Rental Items Not Rented in X Months List of Fixed Assets not rented in a user-selected number of months Lists Asset Number, Name, Status, Last Rental Date Percentage of Time Utilization LTD/YTD Percentage of time Individual Rental equipment has been On-Rent (both this year and since purchased) Lists Asset Number, Name, Serial #. Group, How Long Owned, # Days and % Time On-Rent YTD & LTD

  43. Time Utilization Advanced Utilization Reports

  44. Time Utilization Daily On-Yard Report • Shows % on rent, down for maintenance and in the yard each day on one day • Summarized by Rental Class • Up to 90 days back • Individually=tracked equipment only

  45. Time Utilization Daily On-Yard Report Runs for locations 100 – 500 automatically Runs for one past day within the last 90 days

  46. Time Utilization Daily On-Yard Report Can be run for one Group or All Groups (Individually-tracked items only)

  47. Time Utilization Daily On-Yard Report User can enter minimum cost of equipment to include

  48. Time Utilization Daily On-Yard Report For each Rental Class, the report shows: Total Fleet Total On Yard Total in “Deadline” (Maintenance) Total On Rent and % of Fleet on Rent

  49. Time Utilization Time Utilization by Date • Shows % on rent, down for maintenance and in the yard each day for a date range • Summarized by Rental Class by day (up to 90 days back – Individual only)

  50. Time Utilization Time Utilization by Date Can be run for one Group or All Groups (Individually-tracked items only)

More Related