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
- Navigate to the Accounts screen, then the Portfolio Management Process view.
- Drill down on the Portfolio Name field of the portfolio plan record.
- Enter the period for which you want to analyze the revenue in the Revenue Assessment From and Revenue Assessment To fields.
- Navigate to the Segmentation view, then the Revenue Assessment view.
- Click Calculate Revenues.
The revenues for each account appear in the Segmentation view.
Some fields are described in the following table.
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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.
- 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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