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. |