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.