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. |