Find the next decision in your installed base.
Turn asset records into a practical worklist. Separate renewal candidates from the records and contacts you need to fix first.
How a row becomes a next action
Each row represents one asset or a homogeneous cohort. Every unit in a cohort must share every answer. Split mixed cohorts and remove overlapping or duplicate assets before relying on the totals. The register sums valid whole units; incomplete rows are excluded and visibly flagged.
Retired assets are excluded first. Unknown active status, owner or coverage leads to record verification. For known contracts and warranties, unknown, not-applicable or already-expired dates also need reconciliation. Next, recover missing / unchecked contacts. A contactable, active asset with a known owner and no coverage becomes an attachment candidate. Coverage expiring within 90 days (inclusive) becomes a renewal or first-paid-coverage candidate. Later expiry stays under review.
Candidates still require confirmation of entitlement, serviceability, territory, offer eligibility, customer need and permission for contact. This register counts units, not revenue or probability of sale. It does not assess parts campaigns or modernisation.
CSV columns: name, units, run, own, cov, exp, con. Export a completed example for the allowed values. Imports are checked before you choose to add or replace rows. Exports protect text that spreadsheet programs could interpret as formulas. Browser saving is optional; downloaded files and printouts remain under your control.
The next opportunity starts with records you can trust.
SIGNAL reconstructs the installed-base picture and connects it to the decisions your team can act on.