Relationship Manager Workbench

The Relationship Manager Workbench screen is designed for a relationship manager wherein the relationship manager can obtain a holistic view of all its customers. It is designed to provide the following statistics to a relationship manager:

• Revenue Metrics

• Customer Metrics

• Customer Hierarchy

• Deal Snapshot

• Top 10 Customers by Revenue

• Top 10 Product By Revenue

• Top 10 Price Items by Revenue

• Top 10 Customers Revenue Variations

In addition, a relationship manager can also view all the assigned To Dos from the Relationship Manager Workbench screen.

Parent Topic: Oracle Revenue Management and Billing Financial Services Business Processes