Cross Sell Summary

This tab allows you to generate reports that allow the Relationship Manager to measure their cross-sell efficiency and opportunity.

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

Table 3-31 Cross Sell Summary Tab Options

Filter level	Filter	Filter Type
Dashboard	Search by Manager Name or ID	Keyword search
	Manager Name	Drop-down list
	Legal Entity	Drop-down list
	Referral LOB	Drop-down list
	Product	Drop-down list
Page	Period level	Button selection

The reports that are generated are detailed in the following table:

Table 3-32 Report Details

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