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Siebel Sales User Guide > Accounts >

Performing Account Assessments

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Account assessments can be used to compare accounts to one other, compare them to a model, or to determine what information is present or not for an account. You complete the assessment by selecting the appropriate values for the different opportunities.

To perform an account assessment

Navigate to the Accounts screen.
In the Accounts list, select the account, and then click the Assessments view tab.
In the Assessments list, add a new record, and then complete the fields.
In the Template Name field, click the select button.

The Select Assessment Template dialog box appears.

Select the template, and then click OK.
Click the Assessment Attribute subview tab, and then click the show more button.
In the Value field, click the select button and then select the appropriate value for the account.

A composite assessment score for the account appears as a percentage value in the parent Assessment list. This percentage compares the score you entered in the assessment attribute line items to the maximum possible score for the account. You can use this percentage to profile the account.

NOTE:  Your application administrator sets up the assessment templates based on the criteria defined by your company. For more information on administering assessment templates, see Applications Administration Guide.

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