Reserved for Administrators and CRM administrators, the CRM › CRM administration › Installed base page (address: /crm/admin/installed-base) sets up renewals, upsells and the health score. A source or rule whose module is not installed is marked Module not installed: its setting is kept but has no effect.
Renewals
For each source (subscriptions, support contracts, warranties, licences):
- Active: whether the source creates renewal opportunities;
- days before: how many days before the due date the opportunity is created (1 to 730).
Upsells
For each rule:
- Active: whether the rule is evaluated;
- Threshold: hardware age in years (end of life) or licence occupancy in % (licences near capacity); the "support credit used up" rule follows each contract's alert threshold;
- Action on acceptance: opportunity or task;
- Create automatically: the opportunity or task is created as soon as it is detected, for the account owner, instead of waiting for a salesperson to accept the proposal.
Health score
- Weight of each component, from 0 to 100. Weights are relative: for each customer, only the available components count, and their weights are brought back to 100%. A weight of 0, or a disabled component, removes it from the calculation.
- Observation window: the period taken into account (90 days by default).
- Alert on drop: the account owner is notified when the score loses at least the given number of points compared with the score the given number of days ago (15 points in 30 days by default). One alert per drop.
Run now
The runs take place every morning (scheduled jobs "CrmAccountHealth" at 5:45 and "CrmInstalledBase" at 6:15). Run now executes them straight away: renewals, upsell detection, then score calculation. The summary is shown at the top of the page.