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Reviewing Contact Profitability

End users can use the Profitability view to review customer profitability calculations. These calculations help financial institutions adjust their sales, pricing, service, and marketing activities appropriately. This information also helps institutions cross-sell to their customers.

NOTE:  In Siebel Finance, end users can access the Profitability view from the Contacts, Households, and Companies screens.

To review a contact's profitability

1. Navigate to the Contacts screen > Contacts List view.
2. In the Contacts list, drill down on the desired contact.
3. Click the Profitability view tab.