Surcharge capture rate
Surcharges applied against surcharges due, and the waivers by account and approver.
Why it matters
A surcharge that is due but waived is margin given back one line at a time. Capture rate and waivers by approver show whether the rule is on the quote or in the rep’s discretion.
Act when
Under 90%, or waivers rising
Thresholds are set per business; the ones written as x and y are placeholders your team fills in.
What it may signal
Reps waiving under pressure, rules not on the quote.
What to do
The templates that respond when this metric moves.
- Surcharge pricingtemplate
- Surcharge capture and waiver trackingtemplate
How it’s defined
- Formula
sum('Surcharge billed') / sum('Surcharge due')- Required context
- Invoice lines, Surcharge tables, Approval workflow
- Dimensions
- Account, Rep, Surcharge
- Cadence
- Reviewed monthly
- Lineage
- Every value traces to the invoice line or governing record it was computed from.
- Use in
- Alerts: an agent watches it against a rule and alerts you when it trips. After a decision: measured against what the model said the decision would deliver.
Relevant industries
See Surcharge capture rate on your commercial data.
We will show how Revomo defines, monitors and connects this metric to commercial action, using representative data or your own.