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Viewing the BU/SU Offering Summary

The BU/SU Offering Summary is a read-only view that allows you to see all the offerings (and associated opportunities) you have added to each business and service unit in the account.

NOTE:  Verify that the account name in the Account form does not show one of your units. You must select the main account for which you are conducting the ESP analysis to see all the offerings by unit.

This task is a step in Process of Managing Enterprise Selling Process.

To view BU/SU offerings

  1. Navigate to the Accounts screen, then the Accounts List view.
  2. Drill down on the Name field of an account record.
  3. Click the Enterprise Selling Process view tab.
  4. In the lower link bar, click BU/SU Offering Summary.

    The offerings associated with each unit in the account appear. You can also see the potential, current, and installed base opportunities for each offering associated with each unit.

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