Bookshelf v7.5.2: Account Summary Report

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Account Summary Report

The report describes the relevant details pertaining to the account. It contains information about the account's historical and future revenue, satisfaction, organizational hierarchy, and service requests.

Order of Merit

The Order Of Merit graphic is determined in the Finish method of the ssOrderOfMeritHeader1 frame according to the following logic:

If the Customer Satisfaction thermometer is above the target line, and the Pipeline thermometer is above the target line, then the arrow direction is up.

If the Past Revenue thermometer is above the target line, and the Pipeline thermometer is below the target line, then the arrow direction is right.

In all other cases, the arrow points down.

Past Revenue Thermometer

Table 23 shows the variables for use with the Past Revenue Thermometer.

Table 23. Variables for Past Revenue Thermometer
Thermometer Variable	Report-Level Variable	Calculation Point	Comment
MaximumValue	PastRevenueHigh	qryPastRevenueLostOfValues	Collected once per report.
MinimumValue	PastRevenueLow	qryPastRevenueLostOfValues	Collected once per report.
TriggerDataValue	PastRevenueAverage	qryPastRevenueLostOfValues	Collected once per report.
DataValue	PastRevenue	qryPastRevenue	Sum of the revenues for all opportunities associated with this account with 100% probability.

Pipeline Thermometer

Table 24 shows the variables for use with the Pipeline Thermometer.

Table 24. Variables for Pipeline Thermometer
Thermometer Variable	Report-Level Variable	Calculation Point	Comment
MaximumValue	PipelineHigh	qryPiplineListOfValues	Collected once per report.
MinimumValue	PipelineLow	qryPiplineListOfValues	Collected once per report.
TriggerDataValue	PipelineAverage	qryPiplineListOfValues	Collected once per report.
DataValue	PipelineRevenue	ftrPipelineThermometer	Sum of the revenues for all of the opportunities associated with this account.

Customer Satisfaction Thermometer

Table 25 shows the variables for use with the Customer Satisfaction Thermometer.

Table 25. Variables for Customer Satisfaction Thermometer
Thermometer Variable	Report-Level Variable	Calculation Point	Comment
MaximumValue	CustomerSatisfactionHigh	qryCustomerSatisfactionList_Of_Values	Collected once per report.
MinimumValue	CustomerSatisfactionLow	qryCustomerSatisfactionList_Of_Values	Collected once per report.
TriggerDataValue	CustomerSatisfactionTarget	qryCustomerSatisfactionList_Of_Values	Collected once per report.
DataValue	AverageScore	qryCustomerSatisfactionThermometer	The ratio of the total satisfaction score to the number of surveys.

Products Installed Graphic

The Products Installed graphic consists of controls generated dynamically in code overrides in the frmTimeLineAndHeader class. The OnRow method builds an array of unique install dates form the Install Date field of the Customer Product Business Component. The Finish method positions line and label controls along a time line based on the values in the array.

Two kinds of markers exist: year markers and install markers. Year markers are determined by iterating through the arrays, finding the oldest and newest install dates. The chart is scaled horizontally from these dates, and the individual install markers are placed proportionally.