Using the Home Page for Siebel Finance

The following procedures related to using the Siebel Mobile application for Siebel Finance home page are included in this topic:

• "Scheduling and Viewing Activities on the Home Page"

• "Accessing New Records From the Home Page"

• "Reviewing Charts on the Home Page"

• "Reviewing Opportunities From the Home Page"

  
  

  Note: You must complete the relevant setup tasks detailed in Siebel Applications Administration Guide before using the Siebel Mobile application for Siebel Finance.

  
  

Scheduling and Viewing Activities on the Home Page

On the home page, you can schedule and view activities in the calendar. For more information about using the calendar to schedule and view activities, see Siebel Fundamentals for Siebel Open UI.

Accessing New Records From the Home Page

From the home page, you can quickly access the following types of recently created records: applications, leads, items needing approval, and opportunities. After you access the new records for one type, you can navigate back to the home page to access the new records for a different type.

To access new records from the home page 

1. Tap the Side Menu icon on the application banner, and then tap Home to display the home page.

2. Tap in the tile containing the graphic and link for the type of new records that you want to access.

   The tile is highlighted.

3. Tap the link under the graphic in the tile, and note the following:

   • If you tap the Open Applications link, a list of financial applications associated with your user ID appears.

   • If you tap the New Leads link, a list of new leads appears.

   • If you tap the Approvals link, any items that need your approval appear in the inbox. For more information about approving items in the inbox and about the inbox in general, see Siebel Applications Administration Guide.

   • If you tap the New Opportunities link, a list of new opportunities appears.

Reviewing Charts on the Home Page

On the home page, you can review the following charts:

• Sales Pipeline Phases. For each sales phase associated with opportunities, this chart shows its percent of the total revenue associated with all opportunities for which the date in the Close Date field is 90 days after the current date.

  The sales phases that appear in this chart are equivalent to the sales stages for opportunities. The sales methods for opportunities determine the sales stages for those opportunities.

• Number of Opportunities by Product. For each product, this chart shows the number of opportunities with an Open value in the Sales Stage field.

To review charts on the home page 

• Tap the Side Menu icon on the application banner, and then tap Home Page to display the home page.

  The charts appear on the home page.

Reviewing Opportunities From the Home Page

From the home page, you can review all opportunities.

To review opportunities from the home page 

1. Tap the Side Menu icon on the application banner, and then tap Home to display the home page.

   An applet containing tiles of opportunity records appears. In the opportunity tiles, the speedometers denote the win-probabilities, and available fields include: sales stage, account, revenue, and close date.

2. To see additional details about an opportunity, tap the name of the opportunity at the top of its tile.

3. To return to the home page, repeat Step 0