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:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the deal whose deal version you want to compare.
    The Deal Versions zone appears.
  3. 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.
  4. 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.
  5. Repeat steps 1 to 4 for selecting the other deal version which you want to use for comparison.
  6. Click the Compare link available in the Deal Comparison zone.
    The Deal Compare screen appears.
  7. 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.
  8. Select the price item or the hierarchy entity from the Filter Type list in the Detailed Report section.
  9. 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