Cross Sell Summary

The Cross Sell Summary Tab contains a set of reports that displays the cross-sell position and affinity across LOBs.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-25 Cross Sell Summary Tab

Filter level Filter Filter Type
Dashboard Legal Entity Drop-down list
Line of Business Drop-down list
Referral LOB Drop-down list
As-of-Date Date selection
Currency Drop-down list
Amount in Drop-down list
Page Period level Button selection
Report Period Drop-down list
Compare to Drop-down list
The reports that are generated are detailed in the following table:

Table 3-26 Report Details

Report Name Description
Cross-Sell Performance by Revenue This report displays the income generated through the cross sell for top LOBs and products across business.
Cross-Sell Performance by Income This report displays the revenue generated through cross sell for top LOBs and products across business.
Cross-Sell Performance by Open Customers This report displays the number of open customers for top LOBs and products across business that are generated through cross-sell opportunities.