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About the Home Screen

The Home screen is the first screen that users see when they start Siebel Consumer Goods. The Home screen is customized to a user's needs. Additionally, users can personalize the layout of the Home screen by removing unwanted forms, changing field widths, and changing sort orders. For more information on customizing the Home screen, see Siebel Applications Administration Guide.

Administrators can configure the Home screen to display My Inbox, My Deductions, and so on. The forms that appear on the Home screen are based on the role of the user who is logged in, such as account manager, sales manager, claims manager, or brand manager.

The data that appears in the forms is specific to the position of the user, such as an account manager for specific customer accounts. The data that appears in the Home screen is also specific to user, time, and priority, for instance:

• Only the Account Manager's Planning level accounts appear in the My Accounts form.
• A predefined query for the Home Page plan is available in the preconfigured application. The query sorts the plan start date by descending order. Records are displayed in the order of start date.
• Claims that are listed in My Claims are not sorted by priority.

Reports

The Home screen can also contain different types of reports that users can use to check the progress of their business. The reports can be in the form of Microsoft Excel spreadsheets, bar charts, line graphs, speedometers, pie charts, and bubble charts.

The reports have the following interactive functionality:

• Reports are dynamically generated, and colored up and down arrows show when business is increasing or decreasing.
• Hyperlinks allow users to drill down on more detail, such as from a monthly view of the data to a weekly view.
• Action links lead users to the area of the application where an issue can be resolved. For instance, if forecasted sales are low for a particular month, an action link can take the user to the Promotions view with lists of promotions occurring that month. The user can then adjust the promotions.
• Pop-up boxes appear when the cursor pauses on graphical objects, giving the user details about data without needing to navigate to another view.
• Reports can be refined with drop-down boxes to filter returned records.
• Reports can be exported to Microsoft Excel, Microsoft Word, and Microsoft PowerPoint. The export process can be automated and the data refresh can be called from the third-party application.
• Report data can be sourced from multiple databases, such as Siebel OLAP, Siebel OLTP, Demantra, SAP, or EDW.
• Reports can be contextual, so the data that appears in the report can be in the context of the record which the user currently has highlighted.