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Siebel Deal Management Workbench User Guide > Evaluating Customer Performance >
Customer Account History
A customer's historical data can help you to evaluate how the customer has performed, with regard to purchasing this product and all products:
- Part history. A list of customer deal line items showing historical pricing and how well the customer placed orders for the product.
- Portfolio history. A list of all deals made with this customer, showing the larger purchasing patterns and overall profitability.
You can see the trend of the invoice price for this product relative to the profit margin percent for all products purchased by this customer. This data can also tell you whether this customer's demand for this product is growing, how faithful this customer is to the committed quantity, and how often this customer requests quotes from you. These tables can indicate if you have faced pressure from competition by reviewing the history of lost deals. Part History
The Part History screen lists all the deals made with this customer, which included the current line item. The Part History fields are described in Table 12.
Table 12. Part History Fields
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Deal |
The assigned number of the deal made with this customer that contained the current line item. |
TY |
The deal type: where Q indicates Quote. |
Start Date |
The start date of the period from which the deal is effective. |
Commitments (Quoted) The Commitments (Quoted) fields are described in Table 13.
Table 13. Commitments (Quoted) Fields
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Mix% |
The percentage of the total deal quantity for all line items represented by the current line item. |
Qty |
The quantity of the current line item quoted on the deal. |
IP |
The invoice price of the current line item quoted on the deal. |
PP |
The pocket price of the current line item quoted on the deal. |
PM% |
The pocket margin percent, which is the pocket margin divided by the total pocket revenue for the current line item. |
Status |
The deal status (such as Approved, Won, Lost, or Order Placed). |
Actuals (Shipped)
The Actuals (Shipped) fields are described in Table 14.
Table 14. Actuals (Shipped) Fields
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QTY |
The quantity of the current line item quoted on the deal that the customer bought. |
Shipped% |
The percentage of the current line item quoted on the deal that the customer bought (purchase orders received). |
Portfolio History
The Portfolio History lists all the deals made with this customer, which might or might not have included the current line item). The Portfolio History fields are described in Table 15.
Table 15. Portfolio History Fields
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Deal |
The deal number. |
TY |
Deal type: where Q indicates Quote. |
Start Date |
The start date of the period from which the deal is effective. |
Commitments (Quoted) The Commitments (Quoted) fields are described in Table 16.
Table 16. Commitments (Quoted) Fields
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Qty |
The total quantity of all line items on the deal. |
IRev |
Total revenue for the deal invoice price. |
PRev |
Total revenue deal pocket price. |
PM% |
The pocket margin percent, which is the pocket margin divided by the total pocket revenue for all the line items on this deal. |
Status |
The deal status (such as Approved, Won, Lost, or Order Placed). |
Actuals (Shipped) The Actuals (Shipped) fields, described in Table 17, provide details on the items the customer bought.
Table 17. Actuals (Shipped) Fields
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Qty |
The quantity of all the line items quoted on the deal that the customer bought. |
Shipped% |
The percentage of all the line items quoted on the deal that the customer bought. |
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