Viewing Contract Product Group Metrics
This topic discusses how to view the contract product group metric information and personalize the Contract Product Group Metric pagelet.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
CA_TICS_METR_PROD |
View and analyze product group information for all of your contracts that are in active status. |
|
|
CA_TICS_OPR_PROD |
Define default display information for the Contract Product Group Metric pagelet. |
Use the Contract Product Group Metric pagelet (CA_TICS_METR_PROD) to view and analyze product group information for all of your contracts that are in active status.
Navigation:
Click the Personalize Content link on the PeopleSoft Home page.
Select Contract Product Group Metric.
The Product Group Metric pagelet provides you with information on the number of products and services sold by product grouping and the total value of those sales.
Note: The Contract Product Group Metric pagelet selects data from active contracts only.
Field or Control |
Description |
|---|---|
Product Group |
Provides the product grouping name per contract. |
Number of Records |
Provides the number of products and services sold by product grouping. |
Amount |
Total value of sales by product grouping. |
Use the Personalize Contract Product Grouping Metrics page (CA_TICS_OPR_PROD) to define default display information for the Contract Product Group Metric pagelet.
Navigation:
Click the pagelet's Customize icon.
This example illustrates the fields and controls on the Personalize Contract Product Grouping Metrics page. You can find definitions for the fields and controls later on this page.
Filtering Criteria
Use the fields to filter the contracts that you want to display. You can view contracts on the Contract Milestone Metric pagelet from your user preference's business unit or select a different business unit.
Specify Date Range
Select the calendar and period over which the system displays contract milestones.
Field or Control |
Description |
|---|---|
Calendar ID |
Select a calendar for the system to use when displaying contract milestones on the pagelet. |
Number of Prior Periods |
Enter a number of periods for the system to use to obtain the contract milestones that will appear on the pagelet. The system will start from the prior period and count backward for the specified number of periods. The system requires this field in order to display the contract status on the pagelet. The system uses the contract sign date to compare with the date ranges specified by the number of periods. |
Renewals
Select the Renewals Only check box to have the system display only renewable products on the pagelet.
Pagelet Format
Select either Tabular or Chart to indicate how the system should display the contract milestones on the pagelet. If you choose Chart, specify whether the system should sort the data by count or amount.