Siebel Applications Administration Guide > Managing Portfolios > Process of Segmenting Accounts >
Assessing Current Revenues
To assess the current revenue of your accounts, you must review the current closed and committed revenue, then choose a benchmark that determines which accounts are more significant from a revenue perspective. This task is a step in Process of Segmenting Accounts. To assess the current revenue of an account
- Navigate to the Accounts screen > Accounts List > Portfolio Management Process view.
- Drill down on the portfolio plan with which you want to work.
- Enter the period for which you want to analyze the revenue in the Revenue Assessment From and Revenue Assessment To fields.
- Click the Segmentation tab, then click the Revenue Assessment link.
- Click the Calculate Revenues button.
The revenues for each account are displayed in the Segmentation subview.
Some fields are described in the following table.
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Closed Revenue |
Displays the aggregate revenue from opportunities whose Sales Stage value is 09 - Closed/Won, for the time period specified in Step 3. |
Committed Revenue |
Displays the revenue from the opportunities where the Sales Stage value is not 09 - Closed/Won or 09 - Closed/Lost, and where the PMP Revenue Type is set to Installed Base or Current, for the period specified in Step 3. |
Total Current Revenue |
This is the sum of the Closed Revenue and Committed Revenue fields. |
You can add more accounts to the portfolio. For information about how to add accounts to a portfolio, see Creating a Portfolio Plan.
- Select a current revenue value that separates high-revenue accounts from low-revenue accounts in the Revenue Benchmark field.
For information about how to view and print a Portfolio Map report from this screen, see Printing a Portfolio Report.
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