Siebel Forecasting Guide > Revenues >

Using Revenue Charts for Reporting

The Charts view provides end users with a graphical representation which allows them to analyze revenue data. For example, it is possible, using the chart, to show opportunity revenues by month or opportunity margin by partner.

TIP:  In queries, include all Calculated Primary Flag records = Y to view only opportunity-level revenue records. Include all Calculated Primary Flag records = N to view all revenue records that are not opportunities.

To view revenue in a chart

  1. From the application-level menu choose View > Site Map > Opportunities > My Opportunities.
  2. In the Opportunities list, select the opportunity with which the information will be displayed.
  3. Click the Revenues view tab.
  4. In the Revenues list, from the Show drop-down list, select Chart.

    5. Data is displayed in graphical format. Summary values for each chart element are displayed when using the mouse-over feature.

    Use the By and Then drop-down lists in the Chart view to summarize data by a variety of segments.


 Siebel Forecasting Guide 
 Published: 18 April 2003