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Using Revenue Charts for Reporting
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
- From the application-level menu choose View > Site Map > Opportunities > My Opportunities.
- In the Opportunities list, select the opportunity with which the information will be displayed.
- Click the Revenues view tab.
- In the Revenues list, from the Show drop-down list, select Chart.
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.
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Siebel Forecasting Guide Published: 18 April 2003 |