Balance Scales

Service credits owed on one pan; the client's own lapses on the other.

Listen
Reason
Act
Verify
Learn
Closes 5 of 5: Listen, Reason, Act, Verify, Learn

The job

Forecast the month's service credits in money while they are still avoidable, fix the levers before cut-off, and offset credits with evidence of the client obligations that were missed.

The moment

Example, illustrative figures

The time-lapse plays, the scale tips on the 11th, and the incident card shows why: the client's unannounced price change drove 2,300 contacts in four days, most of the service-level miss they meant to charge for. The vendor manager acknowledges the card, the $180k credit is waived, and the payback line reads credits avoided or waived this quarter: 4.1x the licence.

What it does

  • Log a client lapse
  • Assign a lever
  • Send an evidence card
  • Record the actual credit and waiver
  • Open incident verbatims

What you see

Animated brass balance scale with a month time-lapse, draggable lever weights and emailed evidence cards

  1. Screen 1: The Scale
  2. Screen 2: Lever Tray
  3. Screen 3: Incident Evidence Card
  4. Screen 4: Reconciliation and Payback

What it moves

Service credits avoided or waived per quarter in US dollars, and forecast error at the 18th

Built for

  • CX leaders & VoC
  • Finance
  • Partners & ecosystem
OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.

OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.

OnClarity

Bring the one question your current platform can't answer.

Our team will map it to the apps that answer it, then set them up on your own feedback.

Talk to our team

Examples use illustrative figures. Apps are set up with our team on your own feedback data, and setup varies by app.