Siebel Consumer Goods Guide > Deductions and Claims >

Analyzing Workloads

Customer financial service managers or administrators can analyze the deduction resolution workloads among employees.

This task is a step in Process of Managing Account Promotion Deductions.

To analyze deduction workloads

1. Navigate to the Settlements screen, then the Deductions List view.
2. From the visibility filter, select one of the following values:
   • My Deductions. Displays all deductions for accounts for which the user is an assigned team member (primary or not).
   • My Team's Deductions. Displays the deductions for a manager's direct reports (or subordinates). Only users with direct reports, for example, a customer financial services manager, can see this view.
   • All Deductions. Displays all deductions in the user's organization.
   • All Deductions Across Organizations. Displays all deductions across all organizations in the Siebel database.
3. In the Deductions list, query for the appropriate records, and select all the deductions that you want to analyze.
4. In the Deductions link bar, click the Charts link.
5. From the drop-down list, select the type of chart that you want to view.

   In the preconfigured Siebel Consumer Goods application, the chart selections are Aging Analysis, Status and Priority Analysis, Account and Type Analysis, and Rep Workload Analysis.