Working with Fluid Comprehensive Customer View Pagelets

The Fluid Comprehensive Customer View delivers several customer analysis pagelets you can use to measure customer performance. You can access these pagelets using the Choose Metrics button on the Fluid Comprehensive Customer View. The pagelets are grouped by performance indicator type.

For more information on using these pages, see:

Working with Common Actions in the Fluid Comprehensive Customer View

Working with Pivot Grids in The Fluid Comprehensive Customer View

Customer Balances Analysis

Customer Balances analysis includes these pagelets:

• Customer Sales

• Customer Past Due

• Customer Prepayments

• Customer Collections

• Customer Deductions

• Customer Dispute Balance

• Customer Doubtful Balance

Customer Balances Analysis

Customer Information Analysis

Customer Information analysis includes these pagelets:

• Customer Contact Information

• Customer Credit Information

• Customer Information

• Customer Support Operations

• Customer Address

Customer Information Analysis

Default Analysis

Default analysis includes these pagelets:

• Customer Information

• Customer Contact Information

• Transaction Wheel

• Customer Top Contracts

• Customer Top Invoices

• Customer Sales

Default Analysis

Information and Totals Analysis

Information and Totals analysis includes these pagelets:

• Customer Sales

• Customer Collections

• Customer Contact Information

• Transaction Wheel

• Customer Support Operations

• Customer Information

• Customer Past Due

• Customer Deductions

• Customer History Summary

Information and Totals Analysis

Pivot Grid Analysis

Pivot Grid analysis includes these pagelets:

• Customer Aging Analysis

• Customer Items by Month Analysis

• Customer Invoice Status Analysis

• Customer Write Off Analysis

• Customer Dispute Analysis

• Customer Invoices by Month Analysis

• Customer Overdue Analysis

• Customer Contract Status Analysis

Pivot Grid Analysis

Top Analysis

Top analysis includes these pagelets:

• Customer Top Contracts

• Customer Top Payments

• Customer Top Items

• Customer Top Invoices

Top Analysis

Use the Customer Sales pagelet to view sales amounts for a customer.

This example illustrates the fields and controls on the Customer Sales pagelet.

Use the Customer Past Due pagelet to view past due amounts for a customer.

This example illustrates the fields and controls on the Customer Past Due pagelet.

Use the Customer Prepayments pagelet to view prepayments for a customer.

This example illustrates the fields and controls on the Customer Prepayments pagelet.

Use the Customer Collections pagelet to view collections information for a customer.

This example illustrates the fields and controls on the Customer Collections pagelet.

Use the Customer Deductions pagelet to view deduction amounts for a customer.

This example illustrates the fields and controls on the Customer Deductions pagelet.

Use the Customer Dispute Balance pagelet to view the amount in dispute for a customer.

This example illustrates the fields and controls on the Customer Dispute Balance pagelet.

Use the Customer Doubtful Balance pagelet to view the total amount and number of payments that you transferred to a doubtful receivables account for a customer.

This example illustrates the fields and controls on the Customer Doubtful Balance pagelet.

Use the Customer Contact Information pagelet (C360_CUST_HIER_DTL) to view information for the primary contact, including phone, fax, email, and preferred contact method for a customer.

This example illustrates the fields and controls on the Customer Contact Information pagelet.

Use the Customer Credit Information pagelet (C360_CUST_HIER_DTL) to view the credit class, risk, limit, and risk score for a customer.

This example illustrates the fields and controls on the Customer Credit Information pagelet.

Use the Customer Information pagelet to view basic information for a customer, such as name, status, and customer type.

This example illustrates the fields and controls on the Customer Information pagelet.

Use the Customer Support Operations pagelet to view information related to key members of your customer support operations, such as AR Specialist, Collector, and Analyst.

This example illustrates the fields and controls on the Customer Support Operations pagelet.

Use the Customer Address pagelet to view bill to and ship to address information for a customer.

This example illustrates the fields and controls on the Customer Address pagelet.

Use the Customer History Summary pagelet (C360_CUST_HISTORY) to view customer history amounts and details.

This example illustrates the fields and controls on the Customer History Summary pagelet.

Use the Aging Analysis pagelet (C360_AR_DB_CUST_AGING) to view the aging balance by aging category and a count of open items making up the aging balance. The Aging ID in the query defaults from the AR Business Unit options.

This example illustrates the fields and controls on the Aging Analysis pagelet.

Use the Contract Status Analysis pagelet (C360_CONTRACT_STATUS_PVG) to view contract status and type by net amount.

This example illustrates the fields and controls on the Contract Status Analysis pagelet.

Use the Dispute Analysis pagelet (C360_DISPUTE_AMT_PVG) to view the customer’s amount in dispute by month and year.

This example illustrates the fields and controls on the Dispute Analysis pagelet.

Use the Invoice Status Analysis pagelet (C360_BI_BILL_STATUS) to view the customer’s invoice amount by status.

This example illustrates the fields and controls on the Invoice Status Analysis pagelet.

Use the Invoices by Month Analysis pagelet (C360_PV_RINV_QRY) to view the invoice amount by month and year.

This example illustrates the fields and controls on the Month Analysis pagelet.

Use the Items by Month Analysis pagelet (C360_AR_ITEM_PVG) to view the customer’s items balance by month and year.

This example illustrates the fields and controls on the Items by Month Analysis pagelet.

Use the Overdue Analysis pagelet (C360_OVERDUE_AMT_ANALYSIS) to view a customer’s overdue amount by month and year.

This example illustrates the fields and controls on the Overdue Analysis pagelet.

Use the Write Off Analysis pagelet (C360_WRITE_OFF_ANALYSIS) to view customer write-off amounts by year.

This example illustrates the fields and controls on the Write Off Analysis pagelet.

Use the Customer Top Contracts pagelet (C360_TOP_N_CNTR) to view the top 10 contracts by a contract’s total bill amount.

This example illustrates the fields and controls on the Customer Top Contracts pagelet.

Use the Customer Top Payments pagelet (C360_TOP_N_PAYMNT) to view the top 10 payments by payment amount base.

This example illustrates the fields and controls on the Customer Top Payments pagelet.

Use the Customer Top Items pagelet (C360_TOP_N_ITEM) to view the top 10 items by item balance amount base.

This example illustrates the fields and controls on the Customer Top Items pagelet.

Use the Customer Top Invoices pagelet (C360_TOP_N_INVOIC) to view the top 10 invoices by invoice amount.

This example illustrates the fields and controls on the Customer Top Invoices pagelet.