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About the Account Summary Smart Report

The report describes the relevant details pertaining to the account. It contains information about the account's historical and future revenue, satisfaction, organizational hierarchy, and service requests.

About the Order of Merit Graphic in the Account Summary Smart Report

The Order Of Merit graphic is determined in the Finish method of the ssOrderOfMeritHeader1 frame according to the following logic:

  • If the Customer Satisfaction thermometer is above the target line, and the Pipeline thermometer is above the target line, then the arrow direction is up.
  • If the Past Revenue thermometer is above the target line, and the Pipeline thermometer is below the target line, then the arrow direction is right.
  • In all other cases, the arrow points down.

About the Past Revenue Thermometer in the Account Summary Smart Report

Table 27 shows the variables for use with the Past Revenue Thermometer.

Table 27.  Variables for Past Revenue Thermometer
Thermometer Variable
Report-Level Variable
Calculation Point
Comment

MaximumValue

PastRevenueHigh

qryPastRevenueLostOfValues

Collected once per report.

MinimumValue

PastRevenueLow

qryPastRevenueLostOfValues

Collected once per report.

TriggerDataValue

PastRevenueAverage

qryPastRevenueLostOfValues

Collected once per report.

DataValue

PastRevenue

qryPastRevenue

Sum of the revenues for all opportunities associated with this account with 100% probability.

About the Pipeline Thermometer in the Account Summary Smart Report

Table 28 shows the variables for use with the Pipeline Thermometer.

Table 28.  Variables for Pipeline Thermometer
Thermometer Variable
Report-Level Variable
Calculation Point
Comment

MaximumValue

PipelineHigh

qryPiplineListOfValues

Collected once per report.

MinimumValue

PipelineLow

qryPiplineListOfValues

Collected once per report.

TriggerDataValue

PipelineAverage

qryPiplineListOfValues

Collected once per report.

DataValue

PipelineRevenue

ftrPipelineThermometer

Sum of the revenues for all of the opportunities associated with this account.

About the Customer Satisfaction Thermometer in the Account Summary Smart Report

Table 29 shows the variables for use with the Customer Satisfaction Thermometer.

Table 29.  Variables for Customer Satisfaction Thermometer
Thermometer Variable
Report-Level Variable
Calculation Point
Comment

MaximumValue

CustomerSatisfactionHigh

qryCustomerSatisfactionList_Of_Values

Collected once per report.

MinimumValue

CustomerSatisfactionLow

qryCustomerSatisfactionList_Of_Values

Collected once per report.

TriggerDataValue

CustomerSatisfactionTarget

qryCustomerSatisfactionList_Of_Values

Collected once per report.

DataValue

AverageScore

qryCustomerSatisfactionThermometer

The ratio of the total satisfaction score to the number of surveys.

About the Products Installed Graphic in the Account Summary Smart Report

The Products Installed graphic consists of controls generated dynamically in code overrides in the frmTimeLineAndHeader class. The OnRow method builds an array of unique install dates from the Install Date field of the Customer Product Business Component. The Finish method positions line and label controls along a time line based on the values in the array.

Two kinds of markers exist: year markers and install markers. Year markers are determined by iterating through the arrays, finding the oldest and newest install dates. The chart is scaled horizontally from these dates, and the individual install markers are placed proportionally.

    
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