Siebel Applications Administration Guide > Managing Portfolios > Process of Segmenting Accounts >

Assessing Current Revenues

To assess the current revenue of your accounts, you must review the current closed and committed revenue, then choose a benchmark that determines which accounts are more significant from a revenue perspective.

This task is a step in Process of Segmenting Accounts.

To assess the current revenue of an account

  1. Navigate to the Accounts screen, then the Portfolio Management Process view.
  2. Drill down on the Portfolio Name field of the portfolio plan record.
  3. Enter the period for which you want to analyze the revenue in the Revenue Assessment From and Revenue Assessment To fields.
  4. Click the Segmentation view tab, then click the Revenue Assessment link.
  5. Click Calculate Revenues.

    The revenues for each account appear in the Segmentation subview.

    Some fields are described in the following table.


    Closed Revenue

    Displays the aggregate revenue from opportunities with a Sales Stage value of 09 - Closed/Won, for the time period specified in Step 3.

    Committed Revenue

    Displays the revenue from the opportunities where the Sales Stage value is not 09 - Closed/Won or 09 - Closed/Lost, and where the PMP Revenue Type is set to Installed Base or Current, for the period specified in Step 3.

    Total Current Revenue

    Displays the sum of the Closed Revenue and Committed Revenue fields.

    You can add more accounts to the portfolio. For information about how to add accounts to a portfolio, see Creating a Portfolio Plan.

  6. Select a current revenue value that separates the high-revenue accounts from the low-revenue accounts in the Revenue Benchmark field.
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