Deal Snapshot
The Deal Snapshot zone allows you to view information through a pie chart about different status of deals. The pie chart graphically represents the number of deals of an existing customer and existing account in the respective status.
In addition, you can view the above information through a tiles chart by selecting the () icon available in the Deal Snapshot zone.
Note: By default, the above information is shown for the period
which is specified in the RM Workbench zone.
You can change the period if required.
You can filter the information using various criteria (such as, Period From, Period To, Division, Customer Tier, and Customer Segment) available in the RM Workbench zone.
Related Topics
| For more information on... | See... |
|---|---|
| Relation Manager Workbench screen | Relationship Manager Workbench |