Comparing Revenue from a Price Item or Hierarchy Entity in Two Deal Versions
Procedure
To compare revenue from a price item or hierarchy entity in to deal versions:
- Search for the deal in the Search Deal zone of the Deal Dashboard screen.
-
In the Search Results section, click
the Broadcast (
) icon corresponding to the deal whose deal version you want to compare.
The Deal Versions zone appears. -
Select the check box corresponding to the deal version
that you want to compare.
Note: Select the check box corresponding to the deal in the Search Results section of the Search Deal zone if only one deal version is created for the deal.
-
Click the Add to Compare link available
in the Deal Versions zone.
The Deal Comparison zone appears enlisting the selected deal version.Note: Click the Add to Compare link available in the Search Deal zone if you are selecting a deal from the Search Results section of the Search Deal zone for comparison.
- Repeat steps 1 to 4 for selecting the other deal version which you want to use for comparison.
-
Click the Compare link available
in the Deal Comparison zone.
The Deal Compare screen appears.
- Ensure that the Detailed option is selected from the Deal Compare Type list and the Revenue option is selected from the Deal Compare Based On list.
- Select the price item or the hierarchy entity from the Filter Type list in the Detailed Report section.
-
View the revenue comparison of the price items or the hierarchy
entities of the selected deals or deal versions in the Detailed Report section.
Note: You can compare two deals or deal versions when they are in the Simulated status and are defined using the same currency.
Related Topics
For more information on... | See... |
---|---|
How to search for a deal | Searching for a Deal |
Search Deal zone | Search Deal |
Deal Dashboard screen | Deal Dashboard |
Deal Versions zone | Deal Versions |
Deal Comparison zone | Deal Comparison |
Deal Compare screen | Deal Compare |