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Viewing Reference Assets and Profiles Charts

Reference charts provide a graphical analysis of referenced account assets and profiles. The Asset Analysis chart provides a graphical view of the assets, and the Profile Analysis chart provides a graphical representation of the profile information associated with all reference accounts. Both charts are read-only.

To view Assets and Profile Analysis charts

  1. Navigate to the References screen.
  2. From the Show drop-down list, choose Asset Analysis or Profile Analysis.

    3. The Reference Assets or Reference Profile list appears with the analysis chart.

  3. In the chart, select the type (3D, 2D) from the drop-down list, and then click Go.

    4. The following figure shows a sample 3D Pie Profile Analysis chart.

Click for full size image


 Siebel Sales User Guide 
 Published: 18 April 2003