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Reviewing Revenues
The Revenues screen offers a useful management tool for monitoring the health of the business. With the appropriate predefined queries, this screen offers real-time insight to the revenue attainment status of the sales organization. End users need to define the search spec or define appropriate criteria for a query to select the correct revenue records for forecasting. For details on defining the search spec, see Table 4.
End users must define the appropriate criteria for a query or search spec to identify the following:
- To view only Opportunity Revenues use:
[Calculated Primary Flag] = `Y'
- To view each of the Revenue line items that are not opportunities use:
[Calculated Primary Flag] = `N'
- To view just product, partner, or project revenues use, for example:
[Product] is not NULL
NOTE: Once the appropriate query criteria is defined and the appropriate revenue records have been found, use the Charts view to further analyze the revenues.
To review My Team's Revenues
- From the application-level menu choose View > Site Map > Revenues > My Team's Revenues.
- Select a predefined query from the Queries drop-down list to view specific sets of revenue, or create your own query.
For more information on how to create basic queries, see Fundamentals.
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Siebel Forecasting Guide Published: 18 April 2003 |