Revenue Summary

The Revenue Distribution is captured and displayed by the Relationship Manager(s) that you select from the prompt. This helps in having a view of the performance and contribution of the Relationship Managers into the Business and generate the overall profitability of the business.

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

Table 3-33 Revenue Summary Tab

Filter level Filter Filter Type
Dashboard Search by Manager Name or ID Keyword search
Manager Name Drop-down list
Legal Entity Drop-down list
Line of Business Drop-down list
As of Date Date selection
Currency Drop-down list
Amount Drop-down list
Page Period level Button Selection
The reports that are generated are detailed in the following table:

Table 3-34 Report Details

Report Name Description
Revenue Distribution (Pie-chart representation) Revenue Distribution by LOB Selected from LOB Dropdown. Each Pie Slice Represent each LOB.
Customer Group Structure (Tabular representation) Revenue Distribution by LOB with Percentage of Revenue by each LOB Selected from LOB Dropdown.