Siebel Forecasting Guide > Revenues >
Using Revenue Charts for Reporting (End User)
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
- Navigate to the Opportunities screen > List view.
- In the Opportunities list, drill down on the opportunity with which the information will be displayed.
- Click the Revenues view tab and then click the Chart hyperlink.
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.