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. |