Deal Compare

The Deal Compare screen enables you to compare two deals or two deal versions. It also enables you to extract the summary and detailed report in the excel format. It contains the following sections:

• Main - Used to specify basic information based on which you want to generate the comparison report for the selected deals or deal versions. It contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Highlight Differences	Used to indicate whether you want to highlight the differences in the comparison report of two deals or deal versions. Note: By default the Highlight Differences check box is selected.	No
  Deal Compare Type	Used to indicate the comparison type using which you want to generate the comparison report of two deals or deal versions. The valid values are: Detailed - Used to display the following: Overall cost, proposed revenue, and profitability of two deals or deal versions Proposed revenue for each division Proposed revenue for each price item, root level hierarchy entity, non-root level hierarchy entity, and product. Average price for each price item. Summary - Used to display the following: Overall cost, proposed revenue, and profitability of two deals or deal versions Proposed revenue for each division Note: By default, the Summary option is selected from the Deal Compare Type field.	No
  Show Only Differences	Used to indicate whether you want to view only the difference for the revenue and average price of each price item in the customer hierarchy of the selected deals or deal versions while comparison. Note: This field is enabled when the Highlight Differences option check box is selected.	No
  Deal Compare Based On	Used to compare the revenue and average price of each price item in the customer hierarchy of the selected deals or deal versions. The valid values are: Average Price Revenue Note: By default, the Deal Compare Based On field is disabled with the Revenue option selected. The Deal Compare Based On field is enabled when you select the Detailed option from the Deal Compare Type list.	No

• Summary Report - Used to display the following information:

  1. Overall cost, proposed revenue, and profitability of two deals or deal versions.

  2. Proposed revenue for each division.

  The following table lists the data that appears in the Summary Report section:

  Row name	Row Description
  Deal Information	Displays the concatenated string of information about the deal which you want to compare separated by a comma (,).
  Model ID	Displays the deal version ID for which you want to generate the comparison report.
  Deal Identifier	Indicates the identifier using which the deal is created in the system.
  Review Frequency	Indicates the period for which the deal usage is monitored as per the commitments made by the customer.
  Summary Level
  Overall Proposed Revenue	Displays the total revenue generated through the proposed price item pricing and commitments.
  Overall Profitability %	Displays the total profit in percentage that is generated from the proposed price item pricing and commitments.
  Overall Cost	Displays the total cost of the price items based on the proposed usage.
  Deal Status	Indicates the current status of the deal.
  Start Date	Displays the date from when the deal is effective.
  End Date	Displays the date till when the deal is effective.
  Currency Code	Indicates the currency using which the deal is defined in the system.
  Division Level Summary (Revenue)
  Displays the proposed revenue for each division.

• Detailed Report - Used to display the following information:

  1. Overall cost, proposed revenue, and profitability of two deals or deal versions.

  2. Proposed revenue for each division.

  3. Proposed revenue for each price item, root level hierarchy entity, non-root level hierarchy entity, and product if the deal comparison is based on revenue.

  4. Average price for each price item if the deal comparison is based on average price.

  The Detailed Report screen contains the following fields based on which you can view the detailed comparison of the revenue and average price of the price items in the customer hierarchy and the division of the selected deals or deal versions:

  Field Name	Field Description	Mandatory (Yes or No)
  Filter Type	Used to indicate the assignment level for which you want to compare the revenue or the average price of the price items in the customer hierarchy and the division. The valid values are: Non-Root Level Hierarchy Entity Price Item Root Level Hierarchy Entity Product	No
  Division	Used to indicate the division for which you want to compare the revenue or the average price of the product for which the accounts are enrolled. Note: This field appears when you select the Product option from the Filter Type list.	No
  Product	Used to specify the product whose revenue or the average price you want to compare. Note: This field appears when you select the Product option from the Filter Type list.	No
  Price Item	Used to specify the price item whose revenue or the average price you want to compare.	No

Related Topics

Parent topic: Deal Pricing Management