Worksheets

• Rebate tier pace worksheet

  For one tiered rebate, retrospective or stepped: what is owed now, where the period lands at its current pace, and what the next tier would take and pay.

  You enter

  Months in the period and months so far, spend so far, rebate received, and up to four tiers with their rates.

  You get

  Three figures on separate lines, each with the arithmetic written out in your own numbers.

• Market-share commitment worksheet

  For one share commitment: the share as a percent and as a ratio, the purchasing that would need to shift, and the rebate the shortfall is holding.

  You enter

  Category spend with every supplier, spend with this supplier, the committed share, and the rebate that depends on it.

  You get

  The share, the shift and the held rebate, with warnings for a market that reads 100% and one scoped far too wide.

• Bill-only request cost worksheet

  For a hospital’s bill-only implant requests: what the late and off-contract ones cost in a year, in overcharge at stake, requests needing a person, hours of handling and days of delay.

  You enter

  Requests a month and their average value, the share arriving late and by how many days, the share of lines above contract price and by how much, and the minutes each one takes a person.

  You get

  Four figures on separate lines, each with the arithmetic written out in your own numbers, and never added into one total.

Looking for something to print and work through with a team? The guides and checklists cover rebate contract intake, the quarterly rebate close and bill-only process audits.